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
1M
6M
1Y
3Y
5Y
All
NAV: 18 Sep 2025
₹435.88
Rating
2
Min. SIP amount
₹100
Fund size
₹2,810.27Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (68)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 6.59% |
ICICI Bank Ltd. | Financial | Equity | 4.79% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 4.04% |
Larsen & Toubro Ltd. | Construction | Equity | 3.61% |
Reliance Industries Ltd. | Energy | Equity | 3.35% |
Bharti Airtel Ltd. | Communication | Equity | 2.55% |
Affle 3I Ltd. | Technology | Equity | 2.12% |
Fortis Healthcare Ltd. | Healthcare | Equity | 2.12% |
Jubilant FoodWorks Ltd. | Services | Equity | 2.11% |
JK Cement Ltd. | Construction | Equity | 2.09% |
Indian Bank | Financial | Equity | 2.06% |
Lupin Ltd. | Healthcare | Equity | 2.03% |
Kei Industries Ltd. | Capital Goods | Equity | 2.00% |
Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 1.94% |
Jyothy Labs Ltd. | Consumer Staples | Equity | 1.91% |
Infosys Ltd. | Technology | Equity | 1.91% |
Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 1.86% |
Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 1.74% |
Ultratech Cement Ltd. | Construction | Equity | 1.73% |
DCB Bank Ltd. | Financial | Equity | 1.71% |
Bharat Electronics Ltd. | Capital Goods | Equity | 1.68% |
TVS Holdings Ltd. | Automobile | Equity | 1.66% |
Craftsman Automation Ltd. | Automobile | Equity | 1.57% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.55% |
Devyani International Ltd. | Services | Equity | 1.54% |
Chalet Hotels Ltd. | Services | Equity | 1.50% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 1.49% |
Cummins India Ltd. | Capital Goods | Equity | 1.48% |
Coal India Ltd. | Energy | Equity | 1.46% |
Tata Power Company Ltd. | Energy | Equity | 1.46% |
Blue Star Ltd. | Consumer Discretionary | Equity | 1.45% |
HCL Technologies Ltd. | Technology | Equity | 1.41% |
JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 1.39% |
SKF India Ltd. | Capital Goods | Equity | 1.39% |
Metropolis Healthcare Ltd. | Healthcare | Equity | 1.36% |
Brigade Enterprises Ltd. | Construction | Equity | 1.34% |
Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 1.27% |
E.I.D. - Parry (India) Ltd. | Consumer Staples | Equity | 1.22% |
Tega Industries Ltd. | Metals & Mining | Equity | 1.19% |
Coforge Ltd. | Technology | Equity | 1.14% |
LIC Housing Finance Ltd. | Financial | Equity | 1.11% |
Marico Ltd. | Consumer Staples | Equity | 1.08% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.07% |
RateGain Travel Technologies Ltd. | Technology | Equity | 1.07% |
APL Apollo Tubes Ltd. | Metals & Mining | Equity | 1.04% |
United Breweries Ltd. | Consumer Staples | Equity | 0.99% |
Mphasis Ltd. | Technology | Equity | 0.88% |
PI Industries Ltd. | Chemicals | Equity | 0.82% |
360 One Wam Ltd. | Financial | Equity | 0.80% |
Adani Ports and Special Economic Zone Ltd. | Services | Equity | 0.73% |
Ion Exchange (India) Ltd. | Capital Goods | Equity | 0.63% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 0.45% |
Siemens Energy India Ltd. | Energy | Equity | 0.41% |
PB Fintech Ltd. | Services | Equity | 0.40% |
Schaeffler India Ltd. | Capital Goods | Equity | 0.31% |
GE Vernova T&D India Ltd. | Capital Goods | Equity | 0.25% |
Info Edge (India) Ltd. | Services | Equity | 0.23% |
Interglobe Aviation Ltd. | Services | Equity | 0.21% |
BSE Ltd. | Services | Equity | 0.19% |
Gland Pharma Ltd. | Healthcare | Equity | 0.16% |
Chennai Super Kings Ltd. | Services | Equity | 0.03% |
Crescent Finstock Ltd. | Financial | Equity | 0.01% |
Noble Brothers Impex Ltd. | Consumer Staples | Equity | 0.00% |
Mukerian Papers Ltd. | Consumer Staples | Equity | 0.00% |
Balmer Lawrie Freight Containers Ltd. | Services | Equity | 0.00% |
Virtual Dynamics Software Ltd. | Technology | Equity | 0.00% |
Sangam Health Care Products Ltd. | Healthcare | Equity | 0.00% |
Precision Fasteners Ltd. | Capital Goods | Equity | 0.00% |
See All
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Returns and rankings
Category: Equity Multi Cap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 1.5% | 18.1% | 23.3% | 16.8% |
| Category average | -1.3% | 19.2% | NA | NA |
| Rank with in category | 12 | 12 | NA | NA |
Understand terms
Peer Comparison
| Equity, Multi Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Kotak Multicap Fund Direct Growth | 4 | 0.5% | 25.1% | 19,227.04 |
Axis Multicap Fund Direct Growth | 4 | 2.1% | 24.2% | 8,328.62 |
Nippon India Multi Cap Fund Direct Growth | 5 | 2.1% | 24.1% | 46,215.71 |
HDFC Multi Cap Fund Direct Growth | 4 | -1.6% | 23.1% | 18,270.91 |
ICICI Prudential Multicap Fund Direct Plan Growth | 4 | -0.7% | 21.8% | 15,281.49 |
Expense ratio, exit load and tax
Expense ratio: 0.93%
Inclusive of GST
Exit load
For units in excess of 25% of the investment,1% will be charged for redemption within 365 days.
Stamp duty
0.005% (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%.
Understand terms
Check past data
Fund management
Ratish VarierJan 2022 - PresentView details
Ratish Varier
Jan 2022 - Present
View details
Education
Mr. Varier is a B.Com. & MBA (Finance)
Experience
Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NAWebsite
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comPros and cons
Category: Equity Multi Cap
Pros
Lower expense ratio: 0.93%
1Y annualised returns higher than category average by 2.05%
Cons
3Y annualised returns lower than category average by 1.14%
Low rating: 2
Compare funds
Sundaram Multi Cap Fund Direct Growth
VS
Add mutual fund to compare