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Mutual Funds

Sundaram Multi Cap Fund

Su

Sundaram Multi Cap Fund

Multi CapRank #29
2/5

NAV (2026-08-11)

398.09

AUM

₹2,980.72 Cr

Exp. Ratio: 2.34%

RISK LEVEL

Very High

Returns & Performance

1 Year6.04%3.39% vs cat avgRank #30
3 Year14.31%1.39% vs cat avgRank #14
5 Year12.78%1.51% vs cat avgRank #7
Since Launch15.10%--

Fund vs Category Average

1Y
6.04%-3.39%
3Y
14.31%-1.39%
5Y
12.78%-1.51%

Pros & Cons

Pros

No lock-in period

Cons

1Y returns trail category average
3Y returns below category average
5Y returns below category average
Higher expense ratio (2.34%)
1Y category rank outside top 15 (#30)
Overall rank #29 in category
ISININF173K01940
NAV₹398.09
NAV Date2026-08-11
AUM₹2,980.72 Cr
Expense Ratio2.34%
RiskVery High
Rating2 / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1996-02-26

INVESTMENT OBJECTIVE

The fund seeks to achieve long-term capital appreciation through investment primarily in equities. With professional management and diversification provided the AMC, the risk will be considerably lower.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Rohit Seksaria

Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad

Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

Top Holdings

Holdings data not available for this scheme