Sundaram Multi Cap Fund Growth

Equity
Multi Cap
Very High Risk
+16.88%
3Y annualised
-0.41% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Sep 2025
₹384.50
Rating
2
Min. SIP amount
Not Supported
Fund size
₹2,810.27Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (68)

NameSectorInstrumentAssets
FinancialEquity6.59%
FinancialEquity4.79%
FinancialEquity4.04%
ConstructionEquity3.61%
EnergyEquity3.35%
CommunicationEquity2.55%
TechnologyEquity2.12%
HealthcareEquity2.12%
ServicesEquity2.11%
ConstructionEquity2.09%
FinancialEquity2.06%
HealthcareEquity2.03%
Capital GoodsEquity2.00%
Consumer DiscretionaryEquity1.94%
Consumer StaplesEquity1.91%
TechnologyEquity1.91%
FinancialEquity1.86%
Capital GoodsEquity1.74%
ConstructionEquity1.73%
FinancialEquity1.71%
Capital GoodsEquity1.68%
AutomobileEquity1.66%
AutomobileEquity1.57%
EnergyEquity1.55%
ServicesEquity1.54%
ServicesEquity1.50%
AutomobileEquity1.49%
Capital GoodsEquity1.48%
EnergyEquity1.46%
EnergyEquity1.46%
Consumer DiscretionaryEquity1.45%
TechnologyEquity1.41%
HealthcareEquity1.39%
Capital GoodsEquity1.39%
HealthcareEquity1.36%
ConstructionEquity1.34%
Capital GoodsEquity1.27%
Consumer StaplesEquity1.22%
Metals & MiningEquity1.19%
TechnologyEquity1.14%
FinancialEquity1.11%
Consumer StaplesEquity1.08%
Consumer StaplesEquity1.07%
TechnologyEquity1.07%
Metals & MiningEquity1.04%
Consumer StaplesEquity0.99%
TechnologyEquity0.88%
ChemicalsEquity0.82%
FinancialEquity0.80%
ServicesEquity0.73%
Capital GoodsEquity0.63%
Consumer DiscretionaryEquity0.45%
EnergyEquity0.41%
ServicesEquity0.40%
Capital GoodsEquity0.31%
Capital GoodsEquity0.25%
ServicesEquity0.23%
ServicesEquity0.21%
ServicesEquity0.19%
HealthcareEquity0.16%
Chennai Super Kings Ltd.
ServicesEquity0.03%
FinancialEquity0.01%
Noble Brothers Impex Ltd.
Consumer StaplesEquity0.00%
Consumer StaplesEquity0.00%
Balmer Lawrie Freight Containers Ltd.
ServicesEquity0.00%
Virtual Dynamics Software Ltd.
TechnologyEquity0.00%
HealthcareEquity0.00%
Capital GoodsEquity0.00%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Multi Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-3.5%16.9%23.0%15.5%
Category average-3.2%19.4%NANA
Rank with in category1212NANA
Understand terms

Peer Comparison

Equity, Multi Cap fundsRating1Y3YFund Size(Cr)
4
-3.0%23.7%19,227.04
5
-1.6%22.7%46,215.71
4
-4.6%20.5%15,281.49
5
31.4%14.7%144.16
4
15.8%14.3%181.08

Expense ratio, exit load and tax

Expense ratio: 1.98%

Inclusive of GST

Exit load

For units in excess of 25% of the investment,1% will be charged for redemption within 365 days.

Stamp duty

0.005% (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%.

Understand terms
Check past data

Fund management

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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