RV
Ratish VarierFund Manager Since 1 Jan 2022
EquityMulti-Cap
Sundaram Multi Cap Fund Half Yearly Reinvestment of Income Dis cum Cap Wdrl
3Y Annualised
20.58%
7.18% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
7.50%
7.18% 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 8 months
NIFTY 50
4 years 11 months
FD
9 years 7 months
Fund info
Fund size
₹2828.73 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Nil - If up to 25% of the units are redeemed,withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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
Sundaram Multi Cap Fund Direct Plan -Half Yearly Payout of Income Dis cum Cap Wdrl
7.54%
2nd
Sundaram Multi Cap Fund Direct Plan -Half Yearly Reinvestment of Income Dis cum Cap Wdrl
7.54%
3rd
Sundaram Multi Cap Fund Half Yearly Reinvestment of Income Dis cum Cap Wdrl
7.50%
4th
Sundaram Multi Cap Fund Half Yearly Payout of Income Dis cum Cap Wdrl
7.50%
5th
Nippon India Multi Cap Fund Institutional Payout Inc Dist cum Cap Wdrl
5.05%
Fund Managers
SK
Sudhir KediaFund Manager Since 1 Jan 2022
RS
Rohit SeksariaFund Manager Since 1 Jan 2022
About Sundaram Multi Cap Fund Half Yearly Reinvestment of Income Dis cum Cap Wdrl
Sundaram Multi Cap Fund Half Yearly Reinvestment of Income Dis cum Cap Wdrl is a Equity mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 24 years, having been launched on 2000-10-25. Sundaram Multi Cap Fund Half Yearly Reinvestment of Income Dis cum Cap Wdrl has ₹2828.73 Cr worth of assets under management (AUM) as of Mon Oct 20 2025. The latest Net Asset Value (NAV) of Sundaram Multi Cap Fund Half Yearly Reinvestment of Income Dis cum Cap Wdrl as of Fri Oct 17 2025 is ₹69.0172. The fund has an expense ratio of 1.99%, which is medium comparable to most other Equity funds.
Sundaram Multi Cap Fund Half Yearly Reinvestment of Income Dis cum Cap Wdrl returns for the last 1 year are 9.14%. Since launch, it has delivered 15.97% average annual returns.
The Sundaram Multi Cap Fund Half Yearly Reinvestment of Income Dis cum Cap Wdrl has the majority of its money invested in Financial Services, Industrials, Energy, Communication Services, Healthcare sectors.
Top 5 Holdings of Sundaram Multi Cap Fund Half Yearly Reinvestment of Income Dis cum Cap Wdrl.
- HDFC Bank Ltd: 6.69%
- ICICI Bank Ltd: 4.98%
- Kotak Mahindra Bank Ltd: 4.08%
- Larsen & Toubro Ltd: 3.85%
- Reliance Industries Ltd: 3.34%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2000-10-25 |
| 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 Half Yearly Reinvestment of Income Dis cum Cap Wdrl
| 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
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Sundaram Banking & PSU Fund Regular Growth
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fund size
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
FAQs
What is the current NAV of Sundaram Multi Cap Fund Half Yearly Reinvestment of Income Dis cum Cap Wdrl?
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What is the PE and PB ratio of Sundaram Multi Cap Fund Half Yearly Reinvestment of Income Dis cum Cap Wdrl?
What are the top 5 holdings of Sundaram Multi Cap Fund Half Yearly Reinvestment of Income Dis cum Cap Wdrl?
What are the top 3 sectors that Sundaram Multi Cap Fund Half Yearly Reinvestment of Income Dis cum Cap Wdrl has invested in?
Who is the manager of Sundaram Multi Cap Fund Half Yearly Reinvestment of Income Dis cum Cap Wdrl?
What is the exit load of Sundaram Multi Cap Fund Half Yearly Reinvestment of Income Dis cum Cap Wdrl?
How to Redeem Sundaram Multi Cap Fund Half Yearly Reinvestment of Income Dis cum Cap Wdrl?
Can I invest in SIP and a Lump Sum of Sundaram Multi Cap Fund Half Yearly Reinvestment of Income Dis cum Cap Wdrl?
