Sundaram Multi Cap Fund Growth

Sundaram Multi Cap Fund Growth

+13.80%
3Y annualised
+0.27% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 05 Jun '26
₹363.78
Min. for SIP
₹100
Fund size (AUM)
₹2,806.71 Cr
Expense ratio
2.10%
Rating
2

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹58,024
-3.29%
3 years₹1,80,000₹1,90,868
+6.04%
5 years₹3,00,000₹3,78,401
+26.13%
10 years₹6,00,000₹11,91,036
+98.51%

Holdings (72)

NameSectorInstrumentsAssets
HDFC Bank LtdFinancialEquity4.95%
RepoUnspecifiedRepo4.84%
ICICI Bank LtdFinancialEquity4.05%
Reliance Industries LtdEnergy & UtilitiesEquity3.31%
Larsen & Toubro LtdIndustrialsEquity3.29%
Kotak Mahindra Bank LtdFinancialEquity3.28%
Bharti Airtel LtdTechnologyEquity3.25%
Mahindra & Mahindra Financial Services LtdFinancialEquity2.13%
Kirloskar Oil Engines LtdIndustrialsEquity2.09%
Sundaram-Clayton LtdConsumer DiscretionaryEquity2.00%
Bharat Electronics LtdIndustrialsEquity1.97%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity1.96%
Brigade Enterprises LtdReal EstateEquity1.90%
Affle (India) LtdIndustrialsEquity1.78%
Jyothy Labs LtdConsumer StaplesEquity1.77%
Indian BankFinancialEquity1.73%
DCB Bank LtdFinancialEquity1.66%
Jubilant FoodWorks LtdConsumer DiscretionaryEquity1.66%
HCL Technologies LtdTechnologyEquity1.62%
Fortis Healthcare LtdHealthcareEquity1.58%
Amber Enterprises India LtdConsumer DiscretionaryEquity1.57%
Kei Industries LtdIndustrialsEquity1.56%
Cummins India LtdIndustrialsEquity1.56%
Adani Ports and Special Economic Zone LtdIndustrialsEquity1.54%
Tata Power Company LtdEnergy & UtilitiesEquity1.50%
Craftsman Automation LtdConsumer DiscretionaryEquity1.50%
Amara Raja Batteries LtdConsumer DiscretionaryEquity1.48%
Coforge LtdTechnologyEquity1.48%
Elecon Engineering Company LtdIndustrialsEquity1.46%
Kalyan Jewellers India LtdConsumer DiscretionaryEquity1.44%
State Bank of IndiaFinancialEquity1.43%
Hindustan Petroleum Corporation LtdEnergy & UtilitiesEquity1.39%
Lupin LtdHealthcareEquity1.37%
Axis Bank LtdFinancialEquity1.36%
JB Chemicals & Pharmaceuticals LtdHealthcareEquity1.35%
Marico LtdConsumer StaplesEquity1.33%
GE T&D India LtdIndustrialsEquity1.31%
Sona BLW Precision Forgings LtdConsumer DiscretionaryEquity1.26%
RateGain Travel Technologies LtdTechnologyEquity1.26%
IIFL Wealth Management LtdFinancialEquity1.25%
Max Financial Services LtdFinancialEquity1.24%
JK Cement LtdMaterialsEquity1.22%
Tata Steel LtdMaterialsEquity1.20%
APL Apollo Tubes LtdIndustrialsEquity1.18%
Ultratech Cement LtdMaterialsEquity1.08%
Gland Pharma LtdHealthcareEquity1.07%
Devyani International LtdConsumer DiscretionaryEquity1.07%
Metropolis Healthcare LtdHealthcareEquity1.06%
Info Edge (India) LtdTechnologyEquity1.04%
Britannia Industries LtdConsumer StaplesEquity1.02%
NTPC LtdEnergy & UtilitiesEquity0.94%
Hindustan Unilever LtdConsumer StaplesEquity0.91%
PB Fintech LtdFinancialEquity0.88%
Apollo Hospitals Enterprise LtdHealthcareEquity0.75%
Coromandel International LtdMaterialsEquity0.74%
United Breweries LtdConsumer StaplesEquity0.73%
Ion Exchange (India) LtdIndustrialsEquity0.71%
S.J.S Enterprises LtdConsumer DiscretionaryEquity0.69%
PI Industries LtdMaterialsEquity0.68%
Chalet Hotels LtdConsumer DiscretionaryEquity0.64%
Interglobe Aviation LtdIndustrialsEquity0.61%
Cyient LtdTechnologyEquity0.59%
Coal India LtdMaterialsEquity0.51%
Cash/Net Current AssetsUnspecifiedCash/Net Current Assets0.16%
CHENNAI SUPER KINGS CRICKET LIMITED EQ NEW FV RE. 0.10/-Consumer DiscretionaryEquity0.03%
Crescent Finstock LtdFinancialEquity0.00%
Balmer Lawrie Freight Containers Ltd EquityIndustrialsEquity--
Noble Brothers Impex Ltd EquityConsumer DiscretionaryEquity--
VIRTUAL DYNAMIC EQTechnologyEquity--
Sangam Health Care Products LtdHealthcareEquity--
PRECISION FASTENERS LIMITED EQIndustrialsEquity--
Mukerian Papers LtdMaterialsEquity--
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+13.8%+12.3%+13.8%+14.8%
Category average (Equity Multi Cap)+18.5%------
Rank (Equity Multi Cap)166----

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 05 Jun 2026 is ₹363.78. 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,