3 Year Returns
11.83%
NAV (₹)
64.5666
1 Day NAV Change
-0.19%
Sundaram Multi Cap Fund IDCW-H is a scheme from Sundaram Mutual Fund AMC, launched on 25 Oct 2000 and currently managing ₹ 3069.63 Cr in assets. It sits in the very high risk category on the riskometer, with a minimum SIP of ₹100 and a lump sum of ₹100. The sections below cover its latest NAV, historical returns, portfolio holdings, and expense ratio.
Sundaram Multi Cap Fund IDCW-H Fund Details
| Min. SIP Amount | ₹ 100 |
| Min. Lumpsum Amount | ₹ 100 |
| AUM | ₹ 3069.63 Cr |
| Expense Ratio | 2.34% |
| Lock-in Period | No Lock-in Period |
| Inception Date | 25 Oct 2000 |
| Fund Age | 25 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If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged.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
Asset Allocation
AUM
₹1,33,309.00 Cr
Cash Holdings
21.45%
Equity
70.84%
Cash
21.45%
Debt
1.71%
Other
6%
Sundaram Multi Cap Fund IDCW-H Sector Holdings
Last Updated: 31 Aug 2026| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Others | 20.34% | ₹ 624.325 | |
| Banks | 15.54% | ₹ 477.137 | |
| Finance | 10.87% | ₹ 333.724 | |
| E-Commerce/App based Aggregator | 8.11% | ₹ 248.949 | |
| IT - Software | 6.58% | ₹ 201.868 | |
| Capital Goods-Non Electrical Equipment | 4.15% | ₹ 127.376 | |
| Refineries | 4.12% | ₹ 126.473 | |
| Healthcare | 4.08% | ₹ 125.288 | |
| Pharmaceuticals | 3.98% | ₹ 122.173 | |
| Infrastructure Developers & Operators | 3.75% | ₹ 115.105 |
Sundaram Multi Cap Fund IDCW-H Stock Holdings
Last Updated: 31 Aug 2026| Name | Allocation | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|---|
| Larsen & Toubro | 3.03% | ₹ 93.033 | Infrastructure Developers & Operators | |
| Kotak Mah. Bank | 2.80% | ₹ 85.967 | Banks | |
| Reliance Industr | 2.70% | ₹ 83.005 | Refineries | |
| ICICI Bank | 2.67% | ₹ 82.039 | Banks | |
| One 97 | 2.64% | ₹ 80.998 | E-Commerce/App based Aggregator | |
| TREPS | 2.53% | ₹ 77.812 | Debt Others | |
| Kirloskar Oil | 2.37% | ₹ 72.62 | Capital Goods-Non Electrical Equipment | |
| Kalyan Jewellers | 2.24% | ₹ 68.662 | Diamond, Gems and Jewellery | |
| Interglobe Aviat | 2.17% | ₹ 66.542 | Air Transport Service | |
| Eternal | 2.10% | ₹ 64.562 | E-Commerce/App based Aggregator |
Fund Manager Details
Risk-O-Meter
Investors understand that their principal will be at Very High Risk
Risk Scale
AMC Information
Sundaram Mutual Fund
Funds Managed
40
Assets Managed
₹ 76,995.46 Cr
Contact Details
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...
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