Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Sundaram Multi Cap Fund Direct Growth
Equity
Multi Cap
Very High Risk
+19.36%
3Y annualised
-1.10% 1D
NAV: 27 Feb '26
₹423.43
Min. for SIP
₹100
Fund size
₹2,797.58 Cr
Expense ratio
0.89%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹64,839 | +8.06% | |
| 3 years | ₹1,80,000 | ₹2,33,728 | +29.85% | |
| 5 years | ₹3,00,000 | ₹4,72,672 | +57.56% | |
| 10 years | ₹6,00,000 | ₹15,02,271 | +150.38% |
Holdings (72)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 6.75% |
| ICICI Bank Ltd. | Financial | Equity | 5.32% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.98% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.88% |
| Bharti Airtel Ltd. | Communication | Equity | 3.40% |
| Reliance Industries Ltd. | Energy | Equity | 2.96% |
| DCB Bank Ltd. | Financial | Equity | 2.60% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 2.59% |
| TVS Holdings Ltd. | Automobile | Equity | 2.12% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.07% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 2.06% |
| HCL Technologies Ltd. | Technology | Equity | 1.98% |
| Affle 3I Ltd. | Technology | Equity | 1.94% |
| Indian Bank | Financial | Equity | 1.86% |
| Brigade Enterprises Ltd. | Construction | Equity | 1.82% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.77% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.73% |
| Jyothy Labs Ltd. | Consumer Staples | Equity | 1.67% |
| Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 1.64% |
| Kei Industries Ltd. | Capital Goods | Equity | 1.55% |
| Craftsman Automation Ltd. | Automobile | Equity | 1.54% |
| Coforge Ltd. | Technology | Equity | 1.48% |
| Cummins India Ltd. | Capital Goods | Equity | 1.46% |
| Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 1.45% |
| Tata Power Company Ltd. | Energy | Equity | 1.43% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.40% |
| Marico Ltd. | Consumer Staples | Equity | 1.39% |
| JK Cement Ltd. | Construction | Equity | 1.37% |
| Info Edge (India) Ltd. | Services | Equity | 1.34% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 1.33% |
| Bajaj Finserv Ltd. | Financial | Equity | 1.29% |
| RateGain Travel Technologies Ltd. | Technology | Equity | 1.28% |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 1.27% |
| Elecon Engineering Company Ltd. | Capital Goods | Equity | 1.24% |
| Interglobe Aviation Ltd. | Services | Equity | 1.23% |
| 360 One Wam Ltd. | Financial | Equity | 1.20% |
| Metropolis Healthcare Ltd. | Healthcare | Equity | 1.17% |
| Lupin Ltd. | Healthcare | Equity | 1.16% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.14% |
| Gland Pharma Ltd. | Healthcare | Equity | 1.14% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 1.13% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 1.12% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 1.11% |
| LIC Housing Finance Ltd. | Financial | Equity | 1.06% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 1.03% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.03% |
| E.I.D. - Parry (India) Ltd. | Consumer Staples | Equity | 1.00% |
| Devyani International Ltd. | Services | Equity | 1.00% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.96% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 0.95% |
| PB Fintech Ltd. | Services | Equity | 0.88% |
| United Breweries Ltd. | Consumer Staples | Equity | 0.86% |
| Ultratech Cement Ltd. | Construction | Equity | 0.80% |
| Chalet Hotels Ltd. | Services | Equity | 0.74% |
| PI Industries Ltd. | Chemicals | Equity | 0.71% |
| Ion Exchange (India) Ltd. | Capital Goods | Equity | 0.64% |
| SJS Enterprises Ltd. | Automobile | Equity | 0.64% |
| Go Fashion (India) Ltd. | Services | Equity | 0.59% |
| Seshaasai Technologies Ltd. | Services | Equity | 0.57% |
| Cyient Ltd. | Technology | Equity | 0.41% |
| BSE Ltd. | Services | Equity | 0.33% |
| Schaeffler India Ltd. | Capital Goods | Equity | 0.27% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 0.16% |
| Chennai Super Kings Ltd. | Services | Equity | 0.03% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.02% |
| Crescent Finstock Ltd. | Financial | Equity | 0.00% |
| Noble Brothers Impex Ltd. | Consumer Staples | Equity | NA |
| Mukerian Papers Ltd. | Consumer Staples | Equity | NA |
| Balmer Lawrie Freight Containers Ltd. | Services | Equity | NA |
| Virtual Dynamics Software Ltd. | Technology | Equity | NA |
| Sangam Health Care Products Ltd. | Healthcare | Equity | NA |
| Precision Fasteners Ltd. | Capital Goods | Equity | NA |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +19.4% | +16.7% | +17.5% | +15.9% |
| Category average (Equity Multi Cap) | +18.5% | -- | -- | -- |
| Rank (Equity Multi Cap) | 12 | 5 | -- | -- |
Exit load, stamp duty and tax
Exit load
For units in excess of 25% of the investment,1% will be charged for redemption within 365 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Kotak Multicap Fund Direct Growth | +25.34% | +26.37% | 22,709.75 | |
Axis Multicap Fund Direct Growth | +18.24% | +24.47% | 9,091.56 | |
Nippon India Multi Cap Fund Direct Growth | +19.22% | +23.29% | 48,808.64 | |
ICICI Prudential Multicap Fund Direct Plan Growth | +17.52% | +21.76% | 15,845.20 | |
HDFC Multi Cap Fund Direct Growth | +17.02% | +21.30% | 19,182.58 | |
| Compare | ||||
Fund management
RVRatish VarierJan 2022 - PresentView details
RV
Ratish Varier
Jan 2022 - Present
View details
RSRohit SeksariaJan 2022 - PresentView details
RS
Rohit Seksaria
Jan 2022 - Present
View details
About Sundaram Multi Cap Fund Direct Growth
Sundaram Multi Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Ratish Varier is the Current Fund Manager of Sundaram Multi Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹75,674 Cr and the Latest NAV as of 27 Feb 2026 is ₹423.43.
The Sundaram Multi Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. For units in excess of 25% of the investment,1% will be charged for redemption within 365 days.
;
Investment Objective
The fund seeks to achieve long-term capital appreciation through investment primarily in equities. With professional management and diversification provided the AMC, the risk will be considerably lower.
Fund benchmarkNifty 500 Multicap 50:25:25 Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM₹75,674.20 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,