m.Stock by Mirae AssetOpen Demat Account
m.Stock by Mirae Asset
/MF-Logo-img/18076.png

Sundaram Multi Cap Fund (G)

Multi Cap Fund
  • NAV

    372.35(-0.25%)
  • Fund Size (CR)

    ₹2,773.02
  • Expense Ratio

    2.01
  • Scheme Type

    Active Fund
  • Value Research

  • Min. investment

    ₹100
  • Minimum Additional Investment

    ₹100
  • Minimum SIP Investment

    ₹100
  • Minimum Withdrawal

    ₹500
  • Exit Load If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged.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.

    0%
  • Return Since Launch

    15.81%
  • 3M
  • 6M
  • 1Y
  • 3Y
  • All
Absolute Return: 10.51%
Annualized Return: 0% [object Object]

Basic Details

Scheme Manager

Ratish Varier

Bench Mark

NIFTY500 Multicap 50:25:25 Total Return Index

Type

OPEN

Lumpsum Returns

Period Invested For₹10,000 Invested onLatest ValueAbsolute ReturnsAnnualised ReturnsCategory AvgRank within Category
1 Week 10 June 20259857.18-1.43%--1.23%85/122
1 Month16 May 202510087.240.87%-1.86%113/122
3 Month17 March 202511301.7813.02%-14.62%93/120
6 Month17 December 20249867.78-1.32%--2.62%34/116
1 Year14 June 202410401.494.01%4.01%4.07%54/98
3 Year17 June 202218192.1981.92%22.05%26.12%49/58
5 Year17 June 202031175.35211.75%25.52%28.00%27/34
Since Inception25 October 2000373293.603632.94%15.81%17.26%91/122

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For₹10,000 Invested onInvestmentsLatest ValueAbsolute ReturnsAnnualised Returns
1 Year1 July 20241,20,000122405.472.00% 2.00%
3 Year1 July 20223,60,000462158.3328.38% 8.68%
5 Year1 July 20206,00,000944934.2157.49% 9.51%
10 Year1 July 201512,00,0002807899.64133.99% 8.87%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

  • Investment type
  • Scheme based
  • SIP
  • Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

  • Invested Amount

    25,000

  • Estimated Returns

    19,059

76%

Returns

Future value of your investment

44,059

Risk Ratios

4.15%

Standard Deviation

0.92%

Beta

0.86%

Sharpe Ratio

0.01%

Treynor's Ratio

-0.90%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in% of Total HoldingsQuantityValue (Cr)Asset TypeSegment
HDFC Bank5.42%773245150.39EquityBanks
ICICI Bank4.81%922420133.36EquityBanks
Reliance Industr4.05%789884112.23EquityRefineries
Larsen & Toubro3.51%26508297.42EquityInfrastructure Developers & Operators
Axis Bank3.32%77246692.09EquityBanks
Kotak Mah. Bank3.25%43377690.00EquityBanks
Bharti Airtel2.49%37138868.94EquityTelecomm-Service
Affle 3i2.31%36866563.99EquityIT - Software
Indian Bank2.22%99868861.58EquityBanks
Infosys2.06%36471056.99EquityIT - Software

Peer Comparison

Scheme NameValue ResearchAsset Size (Cr)1M3M6M1Y3Y
WhiteOak Capital Multi Cap Fund - Direct (G)
1893.162.81%15.73%-1.12%12.96%-
SBI Multicap Fund - Direct (G)
20558.871.55%11.74%1.07%10.46%23.14%
SBI Multicap Fund - Direct (IDCW)
20558.871.55%11.74%1.07%10.46%23.14%
Mirae Asset Multicap Fund - Direct (G)
3709.613.07%17.29%1.28%8.56%-
Mirae Asset Multicap Fund - Direct (IDCW)
3709.613.07%17.29%1.28%8.55%-

List of Schemes under Sundaram Mutual Fund

Fund NameCategoryRisk1Y ReturnsRatingsFund Size (Cr)
Sundaram Aggressive Hybrid FundHybridHigh7.3%3₹6,146.43
Sundaram Liquid FundDebtModerate7.35%5₹6,288.20
Sundaram Low Duration FundDebtModerate8.73%5₹398.40
Sundaram Equity Savings FundHybridModerate9.46%0₹1,049.28
Sundaram Dividend Yield FundEquityVery High0.94%0₹894.70
Sundaram Multi Cap FundEquityVery High5.14%2₹2,773.02
Sundaram Nifty 100 Equal Weight FundOtherVery High-0.39%4₹106.22
Sundaram Focused FundEquityVery High2.88%3₹1,080.96
Sundaram Ultra Short Duration FundDebtModerately Low8.05%5₹2,550.51
Sundaram Balanced Advantage FundHybridHigh7.97%4₹1,563.39
Sundaram Short Duration FundDebtModerate9.95%4₹214.18
Sundaram ELSS Tax Saver FundEquityVery High5.08%3₹1,359.13
Sundaram Medium Duration FundDebtModerate8.74%1₹43.10
Sundaram Large and Mid Cap FundEquityVery High3.22%2₹6,671.01
Sundaram Corporate Bond FundDebtModerately Low9.84%3₹718.88
Sundaram Banking & PSU FundDebtModerately Low9.62%3₹471.42
Sundaram Global Brand Theme - Equity Active FoFOtherVery High15.08%0₹117.67
Sundaram Conservative Hybrid FundHybridModerate7.58%3₹27.30
Sundaram Small Cap FundEquityVery High5.23%3₹3,310.65
Sundaram Mid Cap FundEquityVery High8.17%4₹12,344.49
Sundaram Infrastructure Advantage FundEquityVery High-1.66%2₹951.58
Sundaram Fin Serv OpportunitiesEquityVery High10.2%4₹1,547.94
Sundaram Consumption FundEquityVery High6.94%3₹1,548.26
Sundaram Diversified EquityEquityVery High5.3%0₹1,487.52
Sundaram Long Term Tax Advantage Fund-Sr.IIEquityVery High5.13%0₹13.08
Sundaram Arbitrage FundHybridModerately Low7.63%2₹299.25
Sundaram LT MC Tax Advantage Fund - Sr.IIIEquityVery High0.82%0₹75.97
Sundaram LT MC Tax Advantage Fund - Sr.IVEquityVery High1.31%0₹35.83
Sundaram LT MC Tax Advantage Fund - Sr.VEquityVery High2.25%0₹30.17
Sundaram LT MC Tax Advantage Fund - Sr.VIEquityVery High2.26%0₹36.39
Sundaram LT Tax Advantage Fund - Sr.IIIEquityVery High1.17%0₹33.41
Sundaram LT Tax Advantage Fund - Sr.IVEquityVery High1.42%0₹21.83
Sundaram Services FundEquityVery High17.07%0₹4,161.11
Sundaram Money Market FundDebtLow8.24%3₹1,355.66
Sundaram Overnight FundDebtLow6.45%3₹801.18
Sundaram Large Cap FundEquityVery High4.94%3₹3,396.32
Sundaram Flexi Cap FundEquityVery High8.7%0₹2,055.33
Sundaram Multi Asset Allocation FundHybridVery High12.69%0₹2,625.23
Sundaram Business Cycle FundEquityVery High0%0₹1,756.07

News

  • Sundaram MF announces Income Distribution cum capital withdrawal (IDCW)

    Sundaram Mutual Fund has announced 19 June 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:

    Sundaram Diversified Equity Fund - Regular Plan - IDCW Option: 0.126

    Sundaram Diversified Equity Fund - Direct Plan - IDCW Option: 0.153

    Powered by Capital Market - Live News

  • Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

    Sundaram Mutual Fund has announced 17 June 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:

    Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250

    Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350

    Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115

    Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140

    Powered by Capital Market - Live News

  • Sundaram Mutual Fund announces change in fund manager under its schemes

    Sundaram Mutual Fund has announced change in fund manager under the following schemes, with effect from 02 June 2025.

    Change in Fund Manager:

    Scheme Name Existing Fund Manager(s) New Fund Manager(s)
    Sundaram Focused Fund Ashwin Jain & Bharath S Ashwin Jain
    Sundaram Large Cap Fund Ashwin Jain & Bharath S Ashwin Jain
    Sundaram Flexi Cap Fund Sudhir Kedia, BharathS, Dwijendra Srivastava Patanjali Srinivasan BharathS, Dwijendra Srivastava & Patanjali Srinivasan
    Sundaram ELSS Tax Saver Fund Sudhir Kedia & Rohit Seksaria BharathS & Rohit Seksaria
    Sundaram Dividend Equity Fund Sudhir Kedia & Rohit Seksaria BharathS & Rohit Seksaria
    Sundaram Equity Savings Fund Sudhir Kedia & Rohit Seksaria & Dwijendra Srivastava Clyton Richard Fernandes, Rohit Seksaria Dwijendra Srivastava
    Sundaram Services Fund Rohit Seksaria, Bharath S & Patanjali Srinivasan Rohit Seksaria & Patanjali Srinivasan
    Sundaram Financial Services Opportunities Fund Rohit Seksaria, & Ashish Aggarwal Rohit Seksaria
    Sundaram Infrastructure Advantage Fund Ashish Aggarwal & Ratish B. Varier Ashish Aggarwal
    Sundaram Dividend Yield Fund Ashish Aggarwal & Ratish B. Varier Ashish Aggarwal
    Sundaram Business Cycle Fund Ratish B. Varier, Bharath S, Dwijendra Srivastava, Sandeep Agarwal & Patanjali Srinivasan Ratish B. Varier, Bharath S, Dwijendra Srivastava, Sandeep Agarwal & Patanjali Srinivasan
    Sundaram Multi Cap Fund Sudhir Kedia & Ratish B. Varier Ratish B. Varier
    Sundaram Long Term Tax Advantage Series 11-V Sudhir Kedia, Rohit Seksaria Rohit Seksaria
    Sundaram Long Term Micro-Cap Tax Advantage Fund 111- V1 Sudhir Kedia, Rohit Seksaria Rohit Seksaria

    Powered by Capital Market - Live News

Fund House Details & Investment Objective

Date of Incorporation

25 October 2000

Total AUM (Cr)

₹2773.02

Sundaram Multi Cap Fund (G) is an Multi Cap Fund-oriented fund from the renowned AMC, Sundaram Mutual Fund. Launched in 25 October 2000, this fund is managed by Ratish Varier. With assets under management (AUM) worth ₹2,773.02 (Cr), as of 18 June 2025, Sundaram Multi Cap Fund (G) is categorized as a Multi Cap Fund within its segment. The fund has generated a return of 15.81% since its launch.
The current NAV of Sundaram Multi Cap Fund (G) is ₹372.35, as on 18 June 2025. The fund's benchmark index is NIFTY500 Multicap 50:25:25 Total Return Index. You can invest in Sundaram Multi Cap Fund (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
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 has generated 22.05% and 25.52% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 95.72% in Equity, 3.67% in Debt and 0.61% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 18.83% in Banks, 7.31% in Consumer Durables, 7.13% in Industrial Products, 5.99% in IT-Software, 5.64% in Petroleum Products

FAQs

How to Invest in Sundaram Multi Cap Fund (G) Direct Growth?

Sundaram Multi Cap Fund (G) is a popular fund in the Multi Cap Fund segment. The fund has generated a return of 15.81% since inception. Looking to invest in Sundaram Multi Cap Fund (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Sundaram Multi Cap Fund (G) is super easy and convenient with m.Stock. Here’s how you can begin:

  • Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
  • In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
  • In the search bar, enter the fund name, in this case, Sundaram Multi Cap Fund (G)
  • On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
  • If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
  • If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Sundaram Multi Cap Fund (G) today and reap the benefits of this Multi Cap Fund fund!

How much returns has Sundaram Multi Cap Fund (G) Direct Growth generated?

In the short term, i.e., 1 year, Sundaram Multi Cap Fund (G) has generated annualised return of 4.01%. In the long-term, the fund has generated 22.05% and 25.52% in 3 and 5 years respectively. Since its inception, the fund has generated 15.81% returns.

What is the expense ratio of Sundaram Multi Cap Fund (G) Direct Growth?

The expense ratio of Sundaram Multi Cap Fund (G) Direct Growth is 2.01%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Sundaram Multi Cap Fund (G) Fund Direct Growth?

The Assets Under Management (AUM) of Sundaram Multi Cap Fund (G) is ₹2,773.02 (Cr) as of 2025-06-18 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Sundaram Multi Cap Fund (G) Direct Growth?

Redeeming or selling units of Sundaram Multi Cap Fund (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.


To redeem from Sundaram Multi Cap Fund (G):
  • Login to your m.Stock account
  • In portfolio, your mutual fund investments will be visible under ‘MF’
  • Select the fund you wish to redeem from (in this case Sundaram Multi Cap Fund (G)).
  • Click on ‘Redeem’ button
  • You have 2 options – redeem by units and redeem by value (you can only redeem free units)
  • Select units to be redeemed and click on submit.
  • Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).