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make it with millions .make it with millions .make it with millions .
home>mutual funds>Sundaram Multi Cap Fund Direct Growth
Sundaram Mutual Fund

Sundaram Multi Cap Fund Direct Growth

EquityMulti Cap Fund

5 Year Absolute Returns

+83.27%

Ratings

4

5Y CAGR

12.88%

NAV on 08 Sep 2026

447.6581

2XInvestors doubled money in past 62 months!

return calculator

Monthly Investment
Time Period
₹3.83 Lac
Bank Ac
₹4.02 Lac
Fixed Deposit
₹4.47 Lac
This Fund
Total Investment₹ 3,60,000.00
Total Gains₹ 87,162.26

Total Value₹ 4,47,162.26
invest now

Fund Performance

Performance in Multi Cap Fund

1 M
-0.00%-0.26%
3 M
xx
9.32%
6.95%
6 M
xx
8.91%
11.56%
1 Y
xx
5.21%
8.32%
3 Y
xx
46.95%
52.46%
5 Y
xx
83.27%
95.62%
This FundvsCategory Avg
-0.00%
-0.26%1 M
9.32%
6.95%3 M
8.91%
11.56%6 M
5.21%
8.32%1 Y
46.95%
52.46%3 Y
83.27%
95.62%5 Y

Stock Holdings

NameWeightageValue (in Cr.)Sector
HDFC BankHDFC Bank
4.77%₹ 134.02 CrFinancial Services
ICICI BankICICI Bank
4.03%₹ 113.08 CrFinancial Services
Larsen & ToubroLarsen & Toubro
3.34%₹ 93.76 CrIndustrials
Bharti AirtelBharti Airtel
3.15%₹ 88.33 CrCommunication Services
Reliance IndustriesReliance Industries
3.06%₹ 85.88 CrEnergy
Kotak BankKotak Bank
2.51%₹ 70.51 CrFinancial Services
Mahindra & MahindraMahindra & Mahindra
2.42%₹ 67.96 CrConsumer Cyclical
Kirloskar Oil EnginesKirloskar Oil Engines
2.38%₹ 66.69 CrIndustrials
TrepsTreps
2.02%₹ 56.78 CrOther
TVS HoldingsTVS Holdings
1.90%₹ 53.42 CrConsumer Cyclical

Asset Allocation

Equity
98.37%
Cash
1.60%
Other
0.03%
  • Equity
  • Cash
  • Other

Sector Allocation

Financial Services
25.86%
Industrials
16.78%
Consumer Cyclical
14.72%
Healthcare
7.94%
Basic Materials
7.06%
Communication Services
6.15%
Technology
5.97%
Energy
5.20%
Consumer Defensive
3.29%
Other
3.19%
  • Financial Services
  • Industrials
  • Consumer Cyclical
  • Healthcare
  • Basic Materials
  • Communication Services
  • Technology
  • Energy
  • Consumer Defensive
  • Other

Risk-O-Meter

Investors understand that their principal will be at

Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

Scheme Snapshot

Min SIP Amount

₹ 100

Min Lumpsum

₹ 100

AUM

₹ 2,980.72 Cr.

Lock in Period

0.0 Years

Expense Ratio

0.77%

Inception Date

01 Jan 2013

Exit Load

For units in excess of 25% of the investment,1% will be charged for redemption within 365 days.

Fund Manager

Name

Rohit Seksaria

Qualification

CS, CA & has done MBA from IIM Ahmedabad

Name

Shalav Saket

Qualification

NA

AMC Information

Sundaram Mutual Fund

AUM (cr).

₹82,142.55

Funds Managed

33

AMC Age

30 Yrs

Date of Incorporation

26 Feb 1996

Phone

044-2858 3362/3367

Email

customerservices@sundarammutual.com

Website

www.sundarammutual.com

Address

Sundaram Towers, 2nd Floor,, 46 White Road, Royapettah,, Chennai 600 014

Similar Funds

sorted highest to lowest: 3Y return
Axis Multicap Fund Direct Growth

3Y returns

19.93%

5Y returns

-

5
HSBC Multi Cap Fund Direct Growth

3Y returns

18.72%

5Y returns

-

5
LIC MF Multi Cap Fund Direct Growth

3Y returns

18.12%

5Y returns

-

5
Bank of India Multi Cap Fund Direct Growth

3Y returns

18.04%

5Y returns

-

5
Mahindra Manulife Multi Cap Fund Direct Growth

3Y returns

17.70%

5Y returns

16.84%

5
Name
3Y Returns
5Y Returns
Axis Multicap Fund Direct Growth
19.93%
-
HSBC Multi Cap Fund Direct Growth
18.72%
-
LIC MF Multi Cap Fund Direct Growth
18.12%
-
Bank of India Multi Cap Fund Direct Growth
18.04%
-
Mahindra Manulife Multi Cap Fund Direct Growth
17.70%
16.84%

Other Funds from Sundaram Mutual Fund

sorted highest to lowest: 3Y return
Sundaram Mid Cap Fund Direct Growth

3Y returns

18.69%

5Y returns

17.35%

4
Sundaram Small Cap Fund Direct Growth

3Y returns

17.44%

5Y returns

17.71%

3
Sundaram Infrastructure Advantage Fund Direct Growth

3Y returns

16.11%

5Y returns

16.19%

3
Sundaram Large and Mid Cap Fund Direct Growth

3Y returns

15.01%

5Y returns

12.63%

4
Sundaram Services Fund Direct Growth

3Y returns

14.75%

5Y returns

14.04%

-
Name
3Y Returns
5Y Returns
Sundaram Mid Cap Fund Direct Growth
18.69%
17.35%
Sundaram Small Cap Fund Direct Growth
17.44%
17.71%
Sundaram Infrastructure Advantage Fund Direct Growth
16.11%
16.19%
Sundaram Large and Mid Cap Fund Direct Growth
15.01%
12.63%
Sundaram Services Fund Direct Growth
14.75%
14.04%

return calculator

Monthly Investment
Time Period
₹3.83 Lac
Bank Ac
₹4.02 Lac
Fixed Deposit
₹4.47 Lac
This Fund
Total Investment₹ 3,60,000.00
Total Gains₹ 87,162.26

Total Value₹ 4,47,162.26
invest now