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EquityMulti-Cap

Sundaram Multi Cap Fund-Direct Plan - Option

3Y Annualised

23.24%

0.43% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

3.63%

0.43% 1D

Benchmark

Nifty 50 Index Fund

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

This Fund

3 years 4 months

NIFTY 50

4 years 2 months

FD

9 years 7 months

Fund info

Fund size

₹2773.02 Cr

Min. SIP amount

₹100

Min. Lumpsum amount

₹100

Exit load

0.01%

Nil - If up to 25% of the units are redeemed,withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment - Nil

Risk Profile

Very High Risk

Fund Managers

RV
Ratish VarierFund Manager Since 1 Jan 2022
SK
Sudhir KediaFund Manager Since 1 Jan 2022
RS
Rohit SeksariaFund Manager Since 1 Jan 2022

About Sundaram Multi Cap Fund-Direct Plan - Option

Sundaram Multi Cap Fund-Direct Plan - Option is a Equity mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. Sundaram Multi Cap Fund-Direct Plan - Option has ₹2773.02 Cr worth of assets under management (AUM) as of Tue Jul 08 2025. The latest Net Asset Value (NAV) of Sundaram Multi Cap Fund-Direct Plan - Option as of Mon Jul 07 2025 is ₹428.4277. The fund has an expense ratio of 0.95%, which is medium comparable to most other Equity funds.

Sundaram Multi Cap Fund-Direct Plan - Option returns for the last 1 year are 4.56%. Since launch, it has delivered 17.31% average annual returns.

The Sundaram Multi Cap Fund-Direct Plan - Option has the majority of its money invested in Financial Services, Energy, Industrials, Communication Services, Technology sectors.

Top 5 Holdings of Sundaram Multi Cap Fund-Direct Plan - Option.

  1. HDFC Bank Ltd: 5.42%
  2. ICICI Bank Ltd: 4.81%
  3. Reliance Industries Ltd: 4.05%
  4. Larsen & Toubro Ltd: 3.51%
  5. Axis Bank Ltd: 3.32%

AMC Information

NameSundaram Asset Management Company Ltd
Founding Date2013-01-01
Emailcustomer@principalindia.com
Phone+91 44 28583362/3367
Websitewww.sundarammutual.com
AddressPrincipal Pnb Asset Management Co. Pvt. Ltd.,Exchange Plaza, Ground Floor, B Wing,,NSE Building, Bandra Kurla Complex,,Bandra (East)

Tax Implications of Sundaram Multi Cap Fund-Direct Plan - Option

Short Term Gains20% + applicable Surcharge + 4% Cess
Long Term Gains12.5% without indexation + applicable Surcharge + 4% Cess

Similar Funds from Sundaram Asset Management Company Ltd

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₹1,000+ cr

AUM

1+ Lac

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