Sundaram Multi Cap Fund-Direct Plan - Option
Very High Risk
Equity
3 Star
NAV as of Aug 29, 2025
₹418.23
-0.16%1D Change
Returns since inception
16.86%p.a.
Very High Risk
Equity
3 Star
NAV as of Aug 29, 2025
₹418.23
-0.16%1D Change
Returns since inception
16.86%p.a.
Sundaram Multi Cap Fund-Direct Plan - Option
Very High Risk|Equity|3 Star
NAV as of Aug 29, 2025
₹418.23
-0.16%1D
Returns since inception
16.86%p.a.
Returns Calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund Overview
- Rating3 Star
- Expense ratio0.94%
- Exit Load1% within 365 days
- AUM (Fund size)₹2,853.08 Crore
- Lock-in periodNo Lock-in
- Age12 yrs since Jan 01, 2013
- Min. investmentSIP ₹100 & Lump. ₹300
- RiskVery High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
Equity
94.79%
Debt
0%
Others
5.21%
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| HDFC Bank Ltd | 6.08% |
| ICICI Bank Ltd | 4.81% |
| Treps | 4.08% |
| Kotak Mahindra Bank Ltd | 3.91% |
| Larsen & Toubro Ltd | 3.6% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Nippon India Multi Cap Fu... | ₹ 45,881 Cr | ₹324.95 | -0.10% | Very High |
| ICICI Prudential Multicap... | ₹ 15,523 Cr | ₹865.24 | -0.36% | Very High |
| Edelweiss Greater China E... | ₹ 2,076 Cr | ₹53.53 | 1.08% | Very High |
| Edelweiss US Technology E... | ₹ 3,222 Cr | ₹31.72 | 0.07% | Very High |
NAV History
FUND | Sundaram Multi Cap Fund-Direct Plan - Option |
|---|---|
| NAV (Aug 29, 2025) | ₹418.23 |
| Class | Equity | Multicap |
| Inception Date | Jan 01, 2013 |
| Fund Manager | Ratish Varier |
FUND | Sundaram Multi Cap Fund-Direct Plan - Option |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹100 and Lump. ₹300 |
| Exit Load | 1% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Sundaram Multi Cap | -1.7% | -1.11% | 1.21% | 16.7% | -1.15% | 17.72% |
About Sundaram Asset Management Company Ltd
Sundaram Asset Management Company is a subsidiary of Sundaram Finance Limited (SFL), one of the pioneers in the NBCF space. The fund house offers various fund plans to help individuals achieve their goals, and they can pick plans suiting their risk and reward factors. The company strives to make mutual funds available for a wide range of people.
Sundaram Asset Management Company Ltd Details
- No. of schemes147
- Total AUM₹31,971.17 Crore
- AddressSundaram Asset Management Company Limited, Sundaram Towers, Chennai, 600 014
- Phone+91 44 28583362/3367
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.39 Lakhs ₹
Min investment of ₹100 required
