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)
3 years 4 months
4 years 2 months
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Nil - If up to 25% of the units are redeemed,withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Mahindra Manulife Multi Cap Fund Direct Plan Growth
2nd
Mahindra Manulife Multi Cap Fund Direct Plan Reinvestment of Income Dis cum Cptl Wdrl
3rd
Mahindra Manulife Multi Cap Fund Direct Plan Payout of Income Dis cum Cptl Wdrl
4th
Nippon India Multi Cap Fund Institutional Payout Inc Dist cum Cap Wdrl
5th
Nippon India Multi Cap Fund Institutional Reinvestment Inc Dist cum Cap Wdrl
92nd
Sundaram Multi Cap Fund-Direct Plan - Option
Fund Managers
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.
- HDFC Bank Ltd: 5.42%
- ICICI Bank Ltd: 4.81%
- Reliance Industries Ltd: 4.05%
- Larsen & Toubro Ltd: 3.51%
- Axis Bank Ltd: 3.32%
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 |
Similar Funds from Sundaram Asset Management Company Ltd

AllocationAggressive Allocation
3Y CAGR
17.65%
expense ratio
0.70%
fund size
₹6146.43 Cr

Fixed IncomeUltra Short Duration
3Y CAGR
7.45%
expense ratio
0.23%
fund size
₹2550.51 Cr

EquityFocused Fund
3Y CAGR
20.75%
expense ratio
1.30%
fund size
₹1080.96 Cr

Fixed IncomeBanking & PSU
3Y CAGR
4.95%
expense ratio
0.41%
fund size
₹471.42 Cr

Fixed IncomeBanking & PSU
3Y CAGR
7.58%
expense ratio
0.41%
fund size
₹471.42 Cr
FAQs
What is the current NAV of Sundaram Multi Cap Fund-Direct Plan - Option?

What are the average returns of Sundaram Multi Cap Fund-Direct Plan - Option?

How do I invest in Sundaram Multi Cap Fund-Direct Plan - Option?

What is the expense ratio of Sundaram Multi Cap Fund-Direct Plan - Option?

What are net assets under management (AUM) of Sundaram Multi Cap Fund-Direct Plan - Option?

What is the PE and PB ratio of Sundaram Multi Cap Fund-Direct Plan - Option?

What are the top 5 holdings of Sundaram Multi Cap Fund-Direct Plan - Option?

What are the top 3 sectors that Sundaram Multi Cap Fund-Direct Plan - Option has invested in?

Who is the manager of Sundaram Multi Cap Fund-Direct Plan - Option?

What is the exit load of Sundaram Multi Cap Fund-Direct Plan - Option?

How to Redeem Sundaram Multi Cap Fund-Direct Plan - Option?

Can I invest in SIP and a Lump Sum of Sundaram Multi Cap Fund-Direct Plan - Option?
