Sundaram Multi Cap Fund Growth

Sundaram Multi Cap Fund Growth

+14.65%
3Y annualised
-0.27% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 15 May '26
₹364.73
Min. for SIP
₹100
Fund size (AUM)
₹2,806.71 Cr
Expense ratio
5.12%
Rating
2

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹58,219
-2.97%
3 years₹1,80,000₹1,93,655
+7.59%
5 years₹3,00,000₹3,83,045
+27.68%
10 years₹6,00,000₹12,05,005
+100.83%

Holdings (70)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity4.95%
ICICI Bank Ltd.FinancialEquity4.05%
Reliance Industries Ltd.EnergyEquity3.31%
Larsen & Toubro Ltd.ConstructionEquity3.29%
Kotak Mahindra Bank Ltd.FinancialEquity3.28%
Bharti Airtel Ltd.CommunicationEquity3.25%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity2.13%
Kirloskar Oil Engines Ltd.Capital GoodsEquity2.09%
TVS Holdings Ltd.AutomobileEquity2.00%
Bharat Electronics Ltd.Capital GoodsEquity1.97%
Mahindra & Mahindra Ltd.AutomobileEquity1.96%
Brigade Enterprises Ltd.ConstructionEquity1.90%
Affle 3I Ltd.TechnologyEquity1.78%
Jyothy Labs Ltd.Consumer StaplesEquity1.77%
Indian BankFinancialEquity1.73%
DCB Bank Ltd.FinancialEquity1.66%
Jubilant FoodWorks Ltd.ServicesEquity1.66%
HCL Technologies Ltd.TechnologyEquity1.62%
Fortis Healthcare Ltd.HealthcareEquity1.58%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity1.57%
Kei Industries Ltd.Capital GoodsEquity1.56%
Cummins India Ltd.Capital GoodsEquity1.56%
Adani Ports and Special Economic Zone Ltd.ServicesEquity1.54%
Tata Power Company Ltd.EnergyEquity1.50%
Craftsman Automation Ltd.AutomobileEquity1.50%
Amara Raja Energy & Mobility LtdCapital GoodsEquity1.48%
Coforge Ltd.TechnologyEquity1.48%
Elecon Engineering Company Ltd.Capital GoodsEquity1.46%
Kalyan Jewellers India Ltd.Consumer DiscretionaryEquity1.44%
State Bank of IndiaFinancialEquity1.43%
Hindustan Petroleum Corporation Ltd.EnergyEquity1.39%
Lupin Ltd.HealthcareEquity1.37%
Axis Bank Ltd.FinancialEquity1.36%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity1.35%
Marico Ltd.Consumer StaplesEquity1.33%
GE Vernova T&D India LtdCapital GoodsEquity1.31%
Sona BLW Precision Forgings Ltd.AutomobileEquity1.26%
RateGain Travel Technologies Ltd.TechnologyEquity1.26%
360 One Wam Ltd.FinancialEquity1.25%
Max Financial Services Ltd.FinancialEquity1.24%
JK Cement Ltd.ConstructionEquity1.22%
Tata Steel Ltd.Metals & MiningEquity1.20%
APL Apollo Tubes Ltd.Metals & MiningEquity1.18%
Ultratech Cement Ltd.ConstructionEquity1.08%
Gland Pharma Ltd.HealthcareEquity1.07%
Devyani International Ltd.ServicesEquity1.07%
Metropolis Healthcare Ltd.HealthcareEquity1.06%
Info Edge (India) Ltd.ServicesEquity1.04%
Britannia Industries Ltd.Consumer StaplesEquity1.02%
NTPC Ltd.EnergyEquity0.94%
Hindustan Unilever Ltd.Consumer StaplesEquity0.91%
PB Fintech Ltd.ServicesEquity0.88%
Apollo Hospitals Enterprise Ltd.HealthcareEquity0.75%
Coromandel International Ltd.ChemicalsEquity0.74%
United Breweries Ltd.Consumer StaplesEquity0.73%
Ion Exchange (India) Ltd.Capital GoodsEquity0.71%
SJS Enterprises Ltd.AutomobileEquity0.69%
PI Industries Ltd.ChemicalsEquity0.68%
Chalet Hotels Ltd.ServicesEquity0.64%
Interglobe Aviation Ltd.ServicesEquity0.61%
Cyient Ltd.TechnologyEquity0.59%
Coal India Ltd.EnergyEquity0.51%
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+14.7%+14.2%+14.1%+14.9%
Category average (Equity Multi Cap)+18.5%------
Rank (Equity Multi Cap)175----

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

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Fund management

About Sundaram Multi Cap Fund Growth

Sundaram Multi Cap Fund Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Shalav Saket is the Current Fund Manager of Sundaram Multi Cap Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹75,524 Cr and the Latest NAV as of 15 May 2026 is ₹364.73. The Sundaram Multi Cap Fund 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₹75,523.60 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,