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Sundaram Multi cap Fund

Sundaram Multi cap Fund

Equity: Multi Cap | Growth

5Y CAGR

+8.46%

Fund Size

₹2,900.87 Cr

Min. Investment

₹100

Score

33%

QUICK FUND SUMMARY

Sundaram Multi cap Fund Growth is an equity mutual fund managing assets worth ₹2,900.87 Cr. The current NAV is ₹373.64 as of Oct 15. It has delivered a 5-year CAGR of 8.46%. Investors can start with a minimum SIP amount of ₹100. The fund primarily holds HDFC Bank Ltd., ICICI Bank Ltd., Larsen & Toubro Ltd., Kotak Mahindra Bank Ltd. and Bharti Airtel Ltd..

Make informed investment decisions using insights from CRISP (Consistency, Risk and Investment Style of the Portfolio) Rating.
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Sundaram Multi cap Fund Details

Fund Size

₹2,900.87 Cr

Type

Equity: Multi Cap

Minimum Investment

₹100

NAV (Oct 15)

₹373.64

Plan Type

Regular

Launch Date

25 Oct 2000

Lock in Period

0 days

Plan Option

Growth

Expense Ratio

2.28%

Withdrawal Charge

For units in excess of 25% of the investment,1% will be charged for redemption within 365 days.

Sundaram Multi cap Fund Holdings

Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.

No Data

Sundaram Multi cap Fund Peer Comparison

Comparison of funds that belong to the same category, based on historical returns

Funds1Y Returns3Y CAGR5Y CAGR
Sundaram Multi cap Fund
Sundaram Multi cap Fund
-3.67%+10.10%+8.46%
Nippon India Multi Cap Fund
Nippon India Multi Cap Fund
-4.84%+10.81%+13.58%

Returns Calculator

Monthly Investment

₹

Time Period

Returns That Could Have Been Yours

3 years ago, had you invested:

₹3,600

You could have made a profit of:

₹590

Your Total Value could have reached:

₹4,190

Sundaram Multi cap Fund Risk Indicator

The risk of the scheme is very high

As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance

FAQs on Sundaram Multi cap Fund

Sundaram Multi cap Fund is a Growth Equity mutual fund managed by Sundaram Mutual Fund. It follows a High Value investment strategy. The fund is rated 33/100 on the CRISP scale.

The current NAV of Sundaram Multi cap Fund is ₹373.64 as of Oct 15.

You can invest in Sundaram Multi cap Fund directly on PhonePe Invest by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.

The minimum SIP amount for Sundaram Multi cap Fund is ₹100.

The expense ratio of Sundaram Multi cap Fund is 2.28%.

Sundaram Multi cap Fund has an exit load as follows: for units in excess of 25% of the investment,1% will be charged for redemption within 365 days.

Sundaram Multi cap Fund has a CRISP Score of 33/100, indicating Low consistency, relative risk within the acceptable range, investment style High on Value factor. CRISP stands for Consistency, Risk, and Investment Style of the Portfolio, helping evaluate fund performance quality and risk profile.

Short-term capital gains (STCG) on Sundaram Multi cap Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.

Disclaimer: Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.