RV
Ratish VarierFund Manager Since 1 Jan 2022
EquityMulti-Cap
Sundaram Multi Cap Fund-Direct Plan - Option
3Y Annualised
19.25%
0.88% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-0.79%
0.88% 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 11 months
NIFTY 50
5 years 3 months
FD
9 years 7 months
Fund info
Fund size
₹2853.08 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Nil - If up to 25% of the units are redeemed,withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Nippon India Multi Cap Fund Institutional Payout Inc Dist cum Cap Wdrl
5.05%
2nd
Nippon India Multi Cap Fund Institutional Reinvestment Inc Dist cum Cap Wdrl
5.05%
3rd
SBI Multicap Fund Direct Payout Inc Dist cum Cap Wdrl
0.69%
4th
SBI Multicap Fund Direct Reinvestment Inc Dist cum Cap Wdrl
0.69%
5th
SBI Multicap Fund Direct Growth
0.69%
56th
Sundaram Multi Cap Fund-Direct Plan - Option
-0.79%
Fund Managers
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 ₹2853.08 Cr worth of assets under management (AUM) as of Thu Jul 31 2025. The latest Net Asset Value (NAV) of Sundaram Multi Cap Fund-Direct Plan - Option as of Wed Jul 30 2025 is ₹425.3968. The fund has an expense ratio of 0.94%, which is medium comparable to most other Equity funds.
Sundaram Multi Cap Fund-Direct Plan - Option returns for the last 1 year are 1.57%. Since launch, it has delivered 17.09% 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.
- HDFC Bank Ltd: 6.01%
- ICICI Bank Ltd: 4.67%
- Reliance Industries Ltd: 4.15%
- Kotak Mahindra Bank Ltd: 3.50%
- Larsen & Toubro Ltd: 3.41%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| customer@principalindia.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | Principal 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 Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
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