Sundaram Multi Cap Fund Growth

Sundaram Multi Cap Fund Growth

Equity
Multi Cap
Very High Risk
+17.65%
3Y annualised
+0.30% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Feb '26
₹381.66
Min. for SIP
Not Supported
Fund size
₹2,797.58 Cr
Expense ratio
1.98%

Holdings (72)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity6.75%
ICICI Bank Ltd.FinancialEquity5.32%
Larsen & Toubro Ltd.ConstructionEquity3.98%
Kotak Mahindra Bank Ltd.FinancialEquity3.88%
Bharti Airtel Ltd.CommunicationEquity3.40%
Reliance Industries Ltd.EnergyEquity2.96%
DCB Bank Ltd.FinancialEquity2.60%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity2.59%
TVS Holdings Ltd.AutomobileEquity2.12%
Mahindra & Mahindra Ltd.AutomobileEquity2.07%
Bharat Electronics Ltd.Capital GoodsEquity2.06%
HCL Technologies Ltd.TechnologyEquity1.98%
Affle 3I Ltd.TechnologyEquity1.94%
Indian BankFinancialEquity1.86%
Brigade Enterprises Ltd.ConstructionEquity1.82%
Hindustan Petroleum Corporation Ltd.EnergyEquity1.77%
Jubilant FoodWorks Ltd.ServicesEquity1.73%
Jyothy Labs Ltd.Consumer StaplesEquity1.67%
Amara Raja Energy & Mobility LtdCapital GoodsEquity1.64%
Kei Industries Ltd.Capital GoodsEquity1.55%
Craftsman Automation Ltd.AutomobileEquity1.54%
Coforge Ltd.TechnologyEquity1.48%
Cummins India Ltd.Capital GoodsEquity1.46%
Kirloskar Oil Engines Ltd.Capital GoodsEquity1.45%
Tata Power Company Ltd.EnergyEquity1.43%
Fortis Healthcare Ltd.HealthcareEquity1.40%
Marico Ltd.Consumer StaplesEquity1.39%
JK Cement Ltd.ConstructionEquity1.37%
Info Edge (India) Ltd.ServicesEquity1.34%
APL Apollo Tubes Ltd.Metals & MiningEquity1.33%
Bajaj Finserv Ltd.FinancialEquity1.29%
RateGain Travel Technologies Ltd.TechnologyEquity1.28%
Kalyan Jewellers India Ltd.Consumer DiscretionaryEquity1.27%
Elecon Engineering Company Ltd.Capital GoodsEquity1.24%
Interglobe Aviation Ltd.ServicesEquity1.23%
360 One Wam Ltd.FinancialEquity1.20%
Metropolis Healthcare Ltd.HealthcareEquity1.17%
Lupin Ltd.HealthcareEquity1.16%
GE Vernova T&D India LtdCapital GoodsEquity1.14%
Gland Pharma Ltd.HealthcareEquity1.14%
Britannia Industries Ltd.Consumer StaplesEquity1.13%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity1.12%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity1.11%
LIC Housing Finance Ltd.FinancialEquity1.06%
Sona BLW Precision Forgings Ltd.AutomobileEquity1.03%
Dixon Technologies (India) Ltd.Capital GoodsEquity1.03%
E.I.D. - Parry (India) Ltd.Consumer StaplesEquity1.00%
Devyani International Ltd.ServicesEquity1.00%
Hindustan Unilever Ltd.Consumer StaplesEquity0.96%
Adani Ports and Special Economic Zone Ltd.ServicesEquity0.95%
PB Fintech Ltd.ServicesEquity0.88%
United Breweries Ltd.Consumer StaplesEquity0.86%
Ultratech Cement Ltd.ConstructionEquity0.80%
Chalet Hotels Ltd.ServicesEquity0.74%
PI Industries Ltd.ChemicalsEquity0.71%
Ion Exchange (India) Ltd.Capital GoodsEquity0.64%
SJS Enterprises Ltd.AutomobileEquity0.64%
Go Fashion (India) Ltd.ServicesEquity0.59%
Seshaasai Technologies Ltd.ServicesEquity0.57%
Cyient Ltd.TechnologyEquity0.41%
BSE Ltd.ServicesEquity0.33%
Schaeffler India Ltd.Capital GoodsEquity0.27%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity0.16%
Chennai Super Kings Ltd.ServicesEquity0.03%
Kwality Wall's (India) Ltd.Consumer StaplesEquity0.02%
Crescent Finstock Ltd.FinancialEquity0.00%
Noble Brothers Impex Ltd.Consumer StaplesEquityNA
Mukerian Papers Ltd.Consumer StaplesEquityNA
Balmer Lawrie Freight Containers Ltd.ServicesEquityNA
Virtual Dynamics Software Ltd.TechnologyEquityNA
Sangam Health Care Products Ltd.HealthcareEquityNA
Precision Fasteners Ltd.Capital GoodsEquityNA
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+17.6%+15.3%+16.1%+15.2%
Category average (Equity Multi Cap)+18.5%------
Rank (Equity Multi Cap)125----

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

Fund management

RV
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.

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. Ratish Varier is the Current Fund Manager of Sundaram Multi Cap Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹75,674 Cr and the Latest NAV as of 20 Feb 2026 is ₹381.66. The Sundaram Multi Cap Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹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₹75,674.20 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mailNA
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,