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Mutual Funds

Sundaram Multi Cap Fund

Sundaram Multi Cap Fund icon

Sundaram Multi Cap Fund

Multi CapRank #26
2/5

NAV (2026-08-28)

400.62

AUM

₹2,980.72 Cr

Exp. Ratio: 2.34%

RISK LEVEL

Very High

Returns & Performance

1 Year6.58%3.39% vs cat avgRank #26
3 Year14.02%1.58% vs cat avgRank #15
5 Year12.60%2.16% vs cat avgRank #7
Since Launch15.10%3.40% vs cat avg

Fund vs Category Average

1Y
6.58%-3.39%
3Y
14.02%-1.58%
5Y
12.60%-2.16%

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 (#26)
Overall rank #26 in category
Returns since launch below category avg
ISININF173K01940
NAV₹400.62
NAV Date2026-08-28
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

CompanySectorAsset Value (Cr)Asset %
Kotak Mahindra Bank Ltd.Financial₹117.114.03
Larsen & Toubro Ltd.Construction₹90.593.04
Reliance Industries Ltd.Energy₹85.012.85
ICICI Bank Ltd.Financial₹80.992.72
Kotak Mahindra Bank Ltd.Financial₹80.002.68
Kirloskar Oil Engines Ltd.Capital Goods₹75.752.54
Kalyan Jewellers India Ltd.Consumer Discretionary₹69.992.35
Bharti Airtel Ltd.Communication₹64.882.18
Interglobe Aviation Ltd.Services₹59.602.00
Coforge Ltd.Technology₹59.582.00

Frequently Asked Questions

Common questions about this fund, answered from scheme data

The latest Net Asset Value (NAV) of Sundaram Multi Cap Fund is ₹400.62 as of 2026-08-28.

The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.