Sundaram Multi Cap Fund Direct Growth

Sundaram Multi Cap Fund Direct Growth

+16.36%
3Y annualised
-3.04% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Mar '26
₹385.81
Min. for SIP
₹100
Fund size
₹2,826.95 Cr
Expense ratio
0.91%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
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 (70)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity6.38%
ICICI Bank Ltd.FinancialEquity5.36%
Larsen & Toubro Ltd.ConstructionEquity4.02%
Kotak Mahindra Bank Ltd.FinancialEquity3.91%
Bharti Airtel Ltd.CommunicationEquity3.21%
Reliance Industries Ltd.EnergyEquity2.92%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity2.55%
TVS Holdings Ltd.AutomobileEquity2.11%
Mahindra & Mahindra Ltd.AutomobileEquity2.03%
Bharat Electronics Ltd.Capital GoodsEquity2.01%
Indian BankFinancialEquity2.00%
DCB Bank Ltd.FinancialEquity1.97%
Kei Industries Ltd.Capital GoodsEquity1.94%
Hindustan Petroleum Corporation Ltd.EnergyEquity1.80%
Jubilant FoodWorks Ltd.ServicesEquity1.79%
Affle 3I Ltd.TechnologyEquity1.71%
HCL Technologies Ltd.TechnologyEquity1.71%
Kirloskar Oil Engines Ltd.Capital GoodsEquity1.70%
Jyothy Labs Ltd.Consumer StaplesEquity1.68%
Brigade Enterprises Ltd.ConstructionEquity1.66%
Amara Raja Energy & Mobility LtdCapital GoodsEquity1.63%
Cummins India Ltd.Capital GoodsEquity1.61%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity1.55%
Marico Ltd.Consumer StaplesEquity1.49%
Craftsman Automation Ltd.AutomobileEquity1.46%
Tata Power Company Ltd.EnergyEquity1.46%
Coforge Ltd.TechnologyEquity1.45%
APL Apollo Tubes Ltd.Metals & MiningEquity1.44%
Kalyan Jewellers India Ltd.Consumer DiscretionaryEquity1.42%
Fortis Healthcare Ltd.HealthcareEquity1.42%
GE Vernova T&D India LtdCapital GoodsEquity1.35%
Bajaj Finserv Ltd.FinancialEquity1.30%
Interglobe Aviation Ltd.ServicesEquity1.28%
Lupin Ltd.HealthcareEquity1.23%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity1.21%
JK Cement Ltd.ConstructionEquity1.20%
Elecon Engineering Company Ltd.Capital GoodsEquity1.16%
360 One Wam Ltd.FinancialEquity1.15%
Britannia Industries Ltd.Consumer StaplesEquity1.15%
Gland Pharma Ltd.HealthcareEquity1.11%
Sona BLW Precision Forgings Ltd.AutomobileEquity1.10%
RateGain Travel Technologies Ltd.TechnologyEquity1.10%
Info Edge (India) Ltd.ServicesEquity1.10%
Devyani International Ltd.ServicesEquity1.09%
LIC Housing Finance Ltd.FinancialEquity1.07%
Metropolis Healthcare Ltd.HealthcareEquity1.05%
Adani Ports and Special Economic Zone Ltd.ServicesEquity1.01%
Dixon Technologies (India) Ltd.Capital GoodsEquity0.98%
Hindustan Unilever Ltd.Consumer StaplesEquity0.94%
United Breweries Ltd.Consumer StaplesEquity0.94%
E.I.D. - Parry (India) Ltd.Consumer StaplesEquity0.93%
NTPC Ltd.EnergyEquity0.80%
PB Fintech Ltd.ServicesEquity0.78%
Ultratech Cement Ltd.ConstructionEquity0.70%
Cyient Ltd.TechnologyEquity0.69%
PI Industries Ltd.ChemicalsEquity0.69%
Chalet Hotels Ltd.ServicesEquity0.68%
SJS Enterprises Ltd.AutomobileEquity0.66%
Ion Exchange (India) Ltd.Capital GoodsEquity0.65%
Go Fashion (India) Ltd.ServicesEquity0.44%
Schaeffler India Ltd.Capital GoodsEquity0.32%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity0.16%
Chennai Super Kings Ltd.ServicesEquity0.03%
Crescent Finstock Ltd.FinancialEquity0.00%
Noble Brothers Impex Ltd.Consumer StaplesEquity--
Mukerian Papers Ltd.Consumer StaplesEquity--
Balmer Lawrie Freight Containers Ltd.ServicesEquity--
Virtual Dynamics Software Ltd.TechnologyEquity--
Sangam Health Care Products Ltd.HealthcareEquity--
Precision Fasteners Ltd.Capital GoodsEquity--
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
Name3Y5Y10YAll
Fund returns+16.4%+14.4%+15.3%+15.0%
Category average (Equity Multi Cap)+18.5%------
Rank (Equity Multi Cap)136----

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

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. Bharath S. is the Current Fund Manager of Sundaram Multi Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,017 Cr and the Latest NAV as of 19 Mar 2026 is ₹385.81. 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₹76,017.50 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianStock Holding Corp. of India Ltd.
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,