Sundaram Multi Cap Fund Direct Growth

Equity
Multi Cap
Very High Risk
22.51%
3Y annualised
+0.88% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 15 Jul 2025₹430.51
Min. SIP amount₹100
Rating2
Fund size₹2,853.08Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (70)

NameSectorInstrumentAssets
FinancialEquity6.01%
FinancialEquity4.67%
EnergyEquity4.15%
FinancialEquity3.50%
ConstructionEquity3.41%
FinancialEquity3.40%
CommunicationEquity2.62%
TechnologyEquity2.48%
FinancialEquity2.05%
TechnologyEquity2.05%
ServicesEquity2.03%
Capital GoodsEquity2.00%
Capital GoodsEquity1.96%
Consumer DiscretionaryEquity1.95%
HealthcareEquity1.92%
ConstructionEquity1.92%
Consumer StaplesEquity1.91%
HealthcareEquity1.82%
EnergyEquity1.78%
Consumer StaplesEquity1.69%
FinancialEquity1.66%
ConstructionEquity1.63%
AutomobileEquity1.61%
TechnologyEquity1.58%
EnergyEquity1.55%
AutomobileEquity1.51%
EnergyEquity1.51%
Capital GoodsEquity1.49%
FinancialEquity1.44%
AutomobileEquity1.36%
ServicesEquity1.35%
HealthcareEquity1.34%
Capital GoodsEquity1.29%
Capital GoodsEquity1.28%
Consumer DiscretionaryEquity1.25%
FinancialEquity1.24%
ConstructionEquity1.23%
Metals & MiningEquity1.20%
FinancialEquity1.20%
Capital GoodsEquity1.18%
Consumer StaplesEquity1.13%
ServicesEquity1.12%
Metals & MiningEquity1.11%
HealthcareEquity1.05%
Consumer DiscretionaryEquity1.03%
Consumer StaplesEquity1.03%
Consumer DiscretionaryEquity1.02%
TechnologyEquity0.99%
TechnologyEquity0.94%
Consumer StaplesEquity0.91%
ChemicalsEquity0.90%
ConstructionEquity0.85%
TechnologyEquity0.85%
EnergyEquity0.76%
Capital GoodsEquity0.63%
ChemicalsEquity0.50%
FinancialEquity0.45%
ServicesEquity0.40%
Capital GoodsEquity0.32%
ServicesEquity0.31%
ServicesEquity0.22%
ServicesEquity0.10%
Chennai Super Kings Ltd.
ServicesEquity0.03%
FinancialEquity0.01%
Noble Brothers Impex Ltd.
Consumer StaplesEquity0.00%
Consumer StaplesEquity0.00%
Balmer Lawrie Freight Containers Ltd.
ServicesEquity0.00%
Virtual Dynamics Software Ltd.
TechnologyEquity0.00%
HealthcareEquity0.00%
Capital GoodsEquity0.00%
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
1Y3Y5YAll
Fund returns4.5%22.5%25.4%16.9%
Category average3.2%23.5%NANA
Rank with in category1211NANA
Understand terms

Peer Comparison

Equity, Multi Cap fundsRating1Y3YFund Size(Cr)
4
1.5%29.1%18,904.21
5
3.3%28.8%45,366.09
4
1.7%27.9%18,512.73
4
6.3%27.6%8,272.23
4
4.5%25.3%15,532.54

Expense ratio, exit load and tax

Expense ratio: 0.94%

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 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
NA
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,

Pros and cons

Category: Equity Multi Cap

Pros

Lower expense ratio: 0.94%
1Y annualised returns higher than category average by 1.31%

Cons

3Y annualised returns lower than category average by 1.02%
Low rating: 2

Compare funds

Sundaram Multi Cap Fund Direct Growth
VS
Add mutual fund to compare