Sundaram Multi Cap Fund Growth

Sundaram Multi Cap Fund Growth

+16.71%
3Y annualised
-0.71% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 Apr '26
₹369.50
Min. for SIP
₹100
Fund size (AUM)
₹2,525.11 Cr
Expense ratio
2.05%
Rating
2

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹59,154
-1.41%
3 years₹1,80,000₹1,98,563
+10.31%
5 years₹3,00,000₹3,92,172
+30.72%
10 years₹6,00,000₹12,31,897
+105.32%

Holdings (72)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity5.88%
ICICI Bank Ltd.FinancialEquity4.30%
Larsen & Toubro Ltd.ConstructionEquity3.55%
Reliance Industries Ltd.EnergyEquity3.46%
Bharti Airtel Ltd.CommunicationEquity3.41%
Kotak Mahindra Bank Ltd.FinancialEquity3.36%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity2.19%
TVS Holdings Ltd.AutomobileEquity2.18%
Mahindra & Mahindra Ltd.AutomobileEquity2.08%
Bharat Electronics Ltd.Capital GoodsEquity2.03%
HCL Technologies Ltd.TechnologyEquity2.02%
Affle 3I Ltd.TechnologyEquity2.02%
Indian BankFinancialEquity1.91%
Kirloskar Oil Engines Ltd.Capital GoodsEquity1.82%
Brigade Enterprises Ltd.ConstructionEquity1.74%
Jubilant FoodWorks Ltd.ServicesEquity1.68%
Cummins India Ltd.Capital GoodsEquity1.65%
Tata Power Company Ltd.EnergyEquity1.64%
DCB Bank Ltd.FinancialEquity1.57%
Kei Industries Ltd.Capital GoodsEquity1.55%
Hindustan Petroleum Corporation Ltd.EnergyEquity1.54%
Lupin Ltd.HealthcareEquity1.53%
Coforge Ltd.TechnologyEquity1.53%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity1.52%
Craftsman Automation Ltd.AutomobileEquity1.52%
Fortis Healthcare Ltd.HealthcareEquity1.51%
Jyothy Labs Ltd.Consumer StaplesEquity1.46%
Kalyan Jewellers India Ltd.Consumer DiscretionaryEquity1.46%
Marico Ltd.Consumer StaplesEquity1.46%
State Bank of IndiaFinancialEquity1.45%
Amara Raja Energy & Mobility LtdCapital GoodsEquity1.45%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity1.43%
APL Apollo Tubes Ltd.Metals & MiningEquity1.40%
JK Cement Ltd.ConstructionEquity1.31%
GE Vernova T&D India LtdCapital GoodsEquity1.19%
Adani Ports and Special Economic Zone Ltd.ServicesEquity1.17%
Britannia Industries Ltd.Consumer StaplesEquity1.16%
Gland Pharma Ltd.HealthcareEquity1.16%
Info Edge (India) Ltd.ServicesEquity1.15%
Elecon Engineering Company Ltd.Capital GoodsEquity1.14%
360 One Wam Ltd.FinancialEquity1.11%
Ultratech Cement Ltd.ConstructionEquity1.11%
Sona BLW Precision Forgings Ltd.AutomobileEquity1.11%
Metropolis Healthcare Ltd.HealthcareEquity1.07%
RateGain Travel Technologies Ltd.TechnologyEquity1.02%
Sundaram Liquid Direct-Growth--Mutual Fund0.99%
NTPC Ltd.EnergyEquity0.97%
Hindustan Unilever Ltd.Consumer StaplesEquity0.92%
Dixon Technologies (India) Ltd.Capital GoodsEquity0.92%
Devyani International Ltd.ServicesEquity0.90%
E.I.D. - Parry (India) Ltd.Consumer StaplesEquity0.89%
Max Financial Services Ltd.FinancialEquity0.89%
United Breweries Ltd.Consumer StaplesEquity0.85%
PB Fintech Ltd.ServicesEquity0.84%
Tata Steel Ltd.Metals & MiningEquity0.76%
Coromandel International Ltd.ChemicalsEquity0.68%
PI Industries Ltd.ChemicalsEquity0.67%
Chalet Hotels Ltd.ServicesEquity0.66%
SJS Enterprises Ltd.AutomobileEquity0.66%
Ion Exchange (India) Ltd.Capital GoodsEquity0.64%
Cyient Ltd.TechnologyEquity0.57%
Bajaj Finserv Ltd.FinancialEquity0.52%
Interglobe Aviation Ltd.ServicesEquity0.47%
Go Fashion (India) Ltd.ServicesEquity0.39%
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+16.7%+15.2%+14.2%+15.0%
Category average (Equity Multi Cap)+18.5%------
Rank (Equity Multi Cap)155----

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

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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. Bharath S. is the Current Fund Manager of Sundaram Multi Cap Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹67,022 Cr and the Latest NAV as of 23 Apr 2026 is ₹369.50. 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₹67,021.82 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,