QUICK FUND SUMMARY
Sundaram Multi cap Fund Growth is an equity mutual fund managing assets worth ₹2,914.87 Cr. The current NAV is ₹386.55 as of Jul 20. It has delivered a 5-year CAGR of 12.52%. Investors can start with a minimum SIP amount of ₹100. The fund primarily holds HDFC Bank Ltd., ICICI Bank Ltd., Larsen & Toubro Ltd., Kotak Mahindra Bank Ltd. and Bharti Airtel Ltd..





Sundaram Multi cap Fund Details
Fund Size | ₹2,914.87 Cr |
Type | Equity: Multi Cap |
Minimum Investment | ₹100 |
NAV (Jul 20) | ₹386.55 |
Plan Type | Regular |
Launch Date | 25 Oct 2000 |
Lock in Period | 0 days |
Plan Option | Growth |
Expense Ratio | 2.37% |
Withdrawal Charge | For units in excess of 25% of the investment,1% will be charged for redemption within 365 days. |
Sundaram Multi cap Fund Holdings
Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.
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Sundaram Multi cap Fund Peer Comparison
Comparison of funds that belong to the same category, based on historical returns
| Funds | 1Y Returns | 3Y CAGR | 5Y CAGR |
|---|---|---|---|
Sundaram Multi cap Fund | +0.52% | +13.23% | +12.52% |
Nippon India Multi Cap Fund | +0.23% | +15.12% | +19.12% |
Returns Calculator
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Returns That Could Have Been Yours
3 years ago, had you invested:
₹3,600
You could have made a profit of:
₹785
Your Total Value could have reached:
₹4,385
Sundaram Multi cap Fund Risk Indicator
The risk of the scheme is very high
As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance
FAQs on Sundaram Multi cap Fund
Sundaram Multi cap Fund is a Growth Equity mutual fund managed by Sundaram Mutual Fund. It follows a Medium Value Momentum Quality investment strategy. The fund is rated 38/100 on the CRISP scale.
The current NAV of Sundaram Multi cap Fund is ₹386.55 as of Jul 20.
You can invest in Sundaram Multi cap Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.
The minimum SIP amount for Sundaram Multi cap Fund is ₹100.
The expense ratio of Sundaram Multi cap Fund is 2.37%.
Sundaram Multi cap Fund has an exit load as follows: for units in excess of 25% of the investment,1% will be charged for redemption within 365 days.
Sundaram Multi cap Fund has a CRISP Score of 38/100, indicating Low consistency, relative risk within the acceptable range, investment style Medium on Value, Momentum, and Quality factors. CRISP stands for Consistency, Risk, and Investment Style of the Portfolio, helping evaluate fund performance quality and risk profile.
Short-term capital gains (STCG) on Sundaram Multi cap Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.
Disclaimer: Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.

