Sundaram Multi Cap Fund Growth

Sundaram Multi Cap Fund Growth

+14.28%
3Y annualised
+0.27% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 Aug '26
₹402.15
Min. for SIP
₹100
Fund size (AUM)
₹2,980.72 Cr
Expense ratio
2.34%
Rating
2

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹63,439
+5.73%
3 years₹1,80,000₹2,05,092
+13.94%
5 years₹3,00,000₹4,06,849
+35.62%
10 years₹6,00,000₹12,77,567
+112.93%

Holdings (86)

NameSectorInstrumentsAssets
Larsen & Toubro LtdIndustrialsEquity3.04%
Reliance Industries LtdEnergy & UtilitiesEquity2.85%
RepoUnspecifiedRepo2.74%
ICICI Bank LtdFinancialEquity2.72%
Kotak Mahindra Bank LtdFinancialEquity2.68%
Kirloskar Oil Engines LtdIndustrialsEquity2.54%
Kalyan Jewellers India LtdConsumer DiscretionaryEquity2.35%
Bharti Airtel LtdTechnologyEquity2.18%
Interglobe Aviation LtdIndustrialsEquity2.00%
Coforge LtdTechnologyEquity2.00%
Zomato LtdTechnologyEquity2.00%
HDFC Bank LtdFinancialEquity1.97%
Sundaram-Clayton LtdConsumer DiscretionaryEquity1.95%
Affle (India) LtdIndustrialsEquity1.87%
RateGain Travel Technologies LtdTechnologyEquity1.80%
Brigade Enterprises LtdReal EstateEquity1.75%
Axis Bank LtdFinancialEquity1.72%
One 97 Communications LtdIndustrialsEquity1.71%
Bharat Electronics LtdIndustrialsEquity1.67%
Shriram Transport Finance Company LtdFinancialEquity1.61%
DCB Bank LtdFinancialEquity1.56%
Ashok Leyland LtdIndustrialsEquity1.56%
Apollo Hospitals Enterprise LtdHealthcareEquity1.54%
MTAR Technologies LtdIndustrialsEquity1.52%
Adani Ports and Special Economic Zone LtdIndustrialsEquity1.48%
Ceat LtdConsumer DiscretionaryEquity1.48%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity1.47%
PB Fintech LtdFinancialEquity1.46%
Gland Pharma LtdHealthcareEquity1.44%
Cholamandalam Financial Holdings LtdFinancialEquity1.43%
Hindustan Petroleum Corporation LtdEnergy & UtilitiesEquity1.41%
Info Edge (India) LtdTechnologyEquity1.39%
Amber Enterprises India LtdConsumer DiscretionaryEquity1.37%
Fortis Healthcare LtdHealthcareEquity1.37%
Lupin LtdHealthcareEquity1.36%
State Bank of IndiaFinancialEquity1.29%
Max Financial Services LtdFinancialEquity1.29%
Metropolis Healthcare LtdHealthcareEquity1.22%
JK Cement LtdMaterialsEquity1.19%
JSW Infrastructure LtdIndustrialsEquity1.17%
Thermax LtdIndustrialsEquity1.17%
Five-Star Business Finance LtdFinancialEquity1.16%
Tata Power Company LtdEnergy & UtilitiesEquity1.15%
Elecon Engineering Company LtdIndustrialsEquity1.14%
Karur Vysya Bank LtdFinancialEquity1.12%
TATA CAPITAL LIMITED EQFinancialEquity1.10%
Bharti Hexacom Ltd.TechnologyEquity1.08%
APL Apollo Tubes LtdIndustrialsEquity1.06%
Coromandel International LtdMaterialsEquity1.04%
GE T&D India LtdIndustrialsEquity1.04%
Zydus Lifesciences LtdHealthcareEquity1.04%
Tata Steel LtdMaterialsEquity1.02%
NTPC LtdEnergy & UtilitiesEquity1.01%
Amara Raja Batteries LtdConsumer DiscretionaryEquity1.01%
IIFL Wealth Management LtdFinancialEquity0.99%
Bank Of BarodaFinancialEquity0.96%
KEI INDUSTRIES LTD.-AUG2026IndustrialsFutures0.94%
Safari Industries (India) LtdConsumer DiscretionaryEquity0.93%
ZF Commercial Vehicle Control Systems India LtdConsumer DiscretionaryEquity0.92%
Aavas Financiers LtdFinancialEquity0.91%
Bank of IndiaFinancialEquity0.91%
Deepak Nitrite LtdMaterialsEquity0.86%
ITC LtdConsumer StaplesEquity0.85%
Ion Exchange (India) LtdIndustrialsEquity0.71%
Sapphire Foods India LtdConsumer DiscretionaryEquity0.71%
S.J.S Enterprises LtdConsumer DiscretionaryEquity0.71%
Cash MarginUnspecifiedCash Margin0.66%
Chalet Hotels LtdConsumer DiscretionaryEquity0.65%
PI Industries LtdMaterialsEquity0.58%
Mahindra & Mahindra Financial Services LtdFinancialEquity0.57%
Cyient LtdTechnologyEquity0.52%
Ultratech Cement LtdMaterialsEquity0.52%
Jubilant FoodWorks LtdConsumer DiscretionaryEquity0.47%
Gillette India LtdConsumer StaplesEquity0.46%
Coal India LtdMaterialsEquity0.40%
Devyani International LtdConsumer DiscretionaryEquity0.25%
CHENNAI SUPER KINGS CRICKET LIMITED EQ NEW FV RE. 0.10/-Consumer DiscretionaryEquity0.03%
Crescent Finstock LtdFinancialEquity0.00%
Kei Industries LtdIndustrialsEquity0.00%
Sangam Health Care Products LtdHealthcareEquity--
Balmer Lawrie Freight Containers Ltd EquityIndustrialsEquity--
Noble Brothers Impex Ltd EquityConsumer DiscretionaryEquity--
VIRTUAL DYNAMIC EQTechnologyEquity--
Mukerian Papers LtdMaterialsEquity--
PRECISION FASTENERS LIMITED EQIndustrialsEquity--
Net PayablesUnspecifiedNet Payables-1.81%
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+14.3%+12.9%+13.6%+15.1%
Category average (Equity Multi Cap)+18.5%------
Rank (Equity Multi Cap)147----

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

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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 ₹84,418 Cr and the Latest NAV as of 26 Aug 2026 is ₹402.15. 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₹84,417.82 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,