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Sundaram Multi Cap Fund (G)

EquityMulti Cap Fund

Last Updated NAV Date: 31 Jul 2026

3 Year Returns

13.16%

NAV (₹)

388.3000

1 Day NAV Change

0.30%

No chart data available for this period.

Fund Details

Min. SIP Amount₹ 100
Min. Lumpsum Amount₹ 100
AUM₹ 2914.87 Cr
Expense Ratio2.44%
Lock-in PeriodNo Lock-in Period
Inception Date25 Oct 2000
Fund Age25 Yrs

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If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged.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.

Fund’s Investment Objective

The primary investment objective of the Fund is to achieve long-term capital appreciation.

Calculate Your Mutual Fund Returns

Returns Estimator

Estimation is based on the past performance

Expected Rate of Return

The value of your investment after 5 Years will be

₹4,12,432

Invested Amount

₹3,00,000

Est. Returns

₹1,12,432

Scheme’s Historical Return

1 Month Return2.21%
3 Month Return5.63%
6 Month Return3.80%
1 Year Return2.11%
3 Year Return13.16%
5 Year Return12.76%

Asset Allocation

AUM

₹1,33,309.00 Cr

Cash Holdings

21.45%

Equity

70.84%

Cash

21.45%

Debt

1.71%

Other

6%

Sector Holdings

Last Updated: 30 Jun 2026
SectorsAllocationWeightageValue (in Cr.)
Others
22.17%₹ 646.335
Banks
17.05%₹ 496.984
Finance
9.24%₹ 269.411
IT - Software
6.47%₹ 188.492
E-Commerce/App based Aggregator
5.71%₹ 166.305
Capital Goods-Non Electrical Equipment
5.49%₹ 160.03
Refineries
4.34%₹ 126.632
Healthcare
4.21%₹ 122.592
Infrastructure Developers & Operators
4.07%₹ 118.73
Pharmaceuticals
4.01%₹ 116.82

Stock Holdings

Last Updated: 30 Jun 2026
NameAllocationWeightageValue (in Cr.)Sector
HDFC Bank
4.67%₹ 136.228Banks
ICICI Bank
3.69%₹ 107.558Banks
Larsen & Toubro
3.27%₹ 95.298Infrastructure Developers & Operators
Reliance Industr
2.89%₹ 84.104Refineries
Kirloskar Oil
2.81%₹ 81.773Capital Goods-Non Electrical Equipment
TREPS
2.33%₹ 67.933Debt Others
Bharti Airtel
2.09%₹ 60.93Telecom-Service
Kotak Mah. Bank
2.03%₹ 59.263Banks
TVS Holdings
1.85%₹ 53.9Finance
Interglobe Aviat
1.83%₹ 53.447Air Transport Service
…

Fund Manager Details

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. CS, CA & has done MBA from IIM Ahmedabad

Risk-O-Meter

Very High Risk

Investors understand that their principal will be at Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

AMC Information

Sundaram Mutual Fund

Funds Managed

40

Assets Managed

₹ 76,995.46 Cr

Contact Details

www.sundarammutual.com
customerservices@sundarammutual.com
044-2858 3362/3367

Registered Address

Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014

Managing Director

Anand Radhakrishnan

Chief Executive Officer

Anand Radhakrishnan

Compliance Officer

P Sundararajan

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Disclaimer

The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...

Frequently Asked Questions

You can withdraw your investment from Sundaram Multi Cap Fund (G) through your mutual fund app, AMC website, or demat or stock broker online account at the applicable NAV.
The minimum investment for Sundaram Multi Cap Fund (G) is ₹ 100 for Lumpsum and ₹ 100 for SIP. You can open a demat account or login to the existing stock broker online account to get started.
Sundaram Multi Cap Fund (G) has a lock-in period of No Lock-in Period. Schemes with a lock-in restrict withdrawals or redemptions for that duration, while schemes with no lock-in allow you to redeem anytime.
The average annualized return of Sundaram Multi Cap Fund (G) over the past three years is 13.16%.
The current NAV of Sundaram Multi Cap Fund (G) is 388.3000.
The Expense ratio of Sundaram Multi Cap Fund (G) is 2.44%. It is an annual charge for running the mutual fund. You can find the same on the factsheet and the Asset Management Companies website.
The latest AUM of the Sundaram Multi Cap Fund (G) fund is ₹ 2914.87 Cr. It represents the total assets held and managed by the fund.
The exit load for Sundaram Multi Cap Fund (G) is 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..
The fund managers of the Sundaram Multi Cap Fund (G) are Rohit Seksaria, Shalav Saket. However, with management's discretion, the fund manager could also change during the tenure.
Sundaram Multi Cap Fund (G) was launched on 25 Oct 2000. Since then, the fund has formed an NAV (Net Asset Value) of 388.3000.

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