RV
Ratish VarierFund Manager Since 1 Jan 2022
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Nil - If up to 25% of the units are redeemed,withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Mahindra Manulife Multi Cap Fund Direct Plan Growth
5.10%
2nd
Mahindra Manulife Multi Cap Fund Direct Plan Reinvestment of Income Dis cum Cptl Wdrl
5.10%
3rd
Mahindra Manulife Multi Cap Fund Direct Plan Payout of Income Dis cum Cptl Wdrl
5.10%
4th
Nippon India Multi Cap Fund Institutional Payout Inc Dist cum Cap Wdrl
5.05%
5th
Nippon India Multi Cap Fund Institutional Reinvestment Inc Dist cum Cap Wdrl
5.05%
92nd
Sundaram Multi Cap Fund-Direct Plan - Option
3.63%
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 ₹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 |
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FAQs
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