16273
18076
Sundaram Multi Cap Fund - Direct (G)
16.14
0.96
15.31
0.42
-1.52
-3.80
-6.08
15.66
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/sundaram-mf_1.png
7
2.04
15.31
Sundaram Multi Cap Fund - Direct (G)
1.93
14.09
1.19
3.5
5 Years
Sundaram Multi Cap Fund - Direct (G)
Invest in Mutual Funds at 0 Transaction cost
-
NAV
411.30
22 May 2026
-
0.40%
1 Day
-
16.14%
3Y CAGR returns
Note: Data shown is for Direct Plan. Our Platform offers Regular Plans only.
Returns may differ due to expense ratio differences.
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-
₹ 100
Min SIP -
₹ 100
Min Lumpsum -
1.79%
Expense Ratio -
2,807 Cr
Fund Size -
13 Years
Fund Age
Returns and Ranks ( as on 22 May 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 0.96%
- 16.14%
- 15.31%
- 15.66
- -0.13Alpha
- 4.38SD
- 0.95Beta
- 0.53Sharpe
- Exit Load
- If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
- Tax implication
- Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
The primary investment objective of the Fund is to achieve long-term capital appreciation.
Low
Low to
moderate Moderate Moderately
High High Very
High
moderate Moderate Moderately
High High Very
High
- Address :
- Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
-
- Contact :
- +91044-2858 3362/3367
-
- Email ID :
- customerservices@sundarammutual.com
Other Calculators
FAQs
Sundaram Multi Cap Fund - Direct (G) has delivered 18.40% since inception
The NAV of Sundaram Multi Cap Fund - Direct (G) is ₹411.001 as of 22 May 2026
The expense ratio of Sundaram Multi Cap Fund - Direct (G) is 1.79 % as of 22 May 2026
The AUM of Sundaram Multi Cap Fund - Direct (G) 2566.75 CR as of 22 May 2026
The minimum SIP amount of Sundaram Multi Cap Fund - Direct (G) is 100
The top stock holdings of Sundaram Multi Cap Fund - Direct (G) are
- HDFC Bank - 4.95%
- TREPS - 4.84%
- ICICI Bank - 4.05%
- Reliance Industr - 3.31%
- Larsen & Toubro - 3.29%
The top sectors Sundaram Multi Cap Fund - Direct (G) has invested in are
- Banks - 12.23%
- Finance - 10.95%
- Industrial Products - 9.16%
- Consumer Durables - 8.15%
- Petroleum Products - 7.09%