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Mutual Funds

Sundaram Multi Cap Fund

Su

Sundaram Multi Cap Fund

Multi CapRank #33
2/5

NAV (2026-07-14)

386.48

AUM

₹2,914.87 Cr

Exp. Ratio: 2.37%

RISK LEVEL

Very High

Returns & Performance

1 Year0.80%2.29% vs cat avgRank #26
3 Year13.99%1.63% vs cat avgRank #13
5 Year12.44%1.44% vs cat avgRank #6
Since Launch15.02%--

Fund vs Category Average

1Y
0.80%-2.29%
3Y
13.99%-1.63%
5Y
12.44%-1.44%

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 (2.37%)
1Y category rank outside top 15 (#26)
Overall rank #33 in category
ISININF173K01940
NAV₹386.48
NAV Date2026-07-14
AUM₹2,914.87 Cr
Expense Ratio2.37%
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