
S
Sundaram Multi Cap Fund Direct - Growth
5 Year Absolute Returns
NAV (₹) on 04 Mar 2026
409.2452
1 Day NAV Change (₹)
-7.50324
Morningstar
2
Value Research
About Fund
NAV
NIFTY50
NAV
NIFTY50
Returns Calculator
Based on Annualised Returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 36.98 L
8.00%
₹ 47.13 L
16.76%
Total Investment
₹ 30,00,000
Returns
₹ 17,13,035 (57.10%)
Maturity Value
₹ 47,13,035
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Returns Comparison
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*The above returns are absolute.
Historical Returns
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Start SIP with as Low as ₹100.
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Asset Allocation
AUM
₹2,797.58 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
Sorry, No Data Available at this Moment!
Stock Holdings
Sorry, No Data Available at this Moment!
Fund Comparison
Fund Details
52W High NAV
₹ 444.7353
Min. SIP Amount
₹ 100.00
Min. Lumpsum Amount
₹ 100.00
AUM (in Cr.)
₹ 2,797.58
Expense Ratio
0.89%
Lock-in Period
No Lock in Period
52W Low NAV
₹ 364.2039
Inception Date
01 Jan 2013
Fund Age
13 Yrs
Benchmark
NIFTY500 Multicap 50:25:25 Total Return Index
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- If Redeemed/ Switched On Or Before 365 Days From The Date Of Allotment: - Nil For Redemption/ Switch Out Of Units Upto 25% Of The Units Allotted (the Limit)
- 1% On Redemption In Excess Of 25% Of The Limit Stated Above- Redemption Of Units Would Be Done On First In Forst Out Basis (fifo)
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
Name
S Bharath
Qualification
B.Com, MBA, ICWA
Name
Shalav Saket
Qualification
NA
Fund Objective
The investment objective of the scheme is to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation.
Risk-O-Meter
Investors understand that their principal will be at
Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Sundaram Mutual Fund
Funds Managed
33
Assets Managed (₹ Cr)
₹ 75,715.44
Contact Details
Registered Address
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Open NFOs
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View AllFAQs
When was Sundaram Multi Cap Fund launched?
What is the current NAV of Sundaram Multi Cap Fund?
What is the AUM of Sundaram Multi Cap Fund?
What is the rate of return of Sundaram Multi Cap Fund?
- In the past 1Y: 16.29%
- In the past 3Y: 18.57%
- In the past 5Y: 16.76%
What is the expense ratio of Sundaram Multi Cap Fund?
What is exit load of Sundaram Multi Cap Fund?
What is the portfolio of Sundaram Multi Cap Fund?
No data to show right now!
Top 3 sectoral holdings include:
How risky is investing in Sundaram Multi Cap Fund?
Who is the fund manager Sundaram Multi Cap Fund?
What is the minimum investment required in Sundaram Multi Cap Fund?
How to invest in Sundaram Multi Cap Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.



