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Sundaram Multi Cap Fund (G)

Multi Cap Fund • OPEN
NAV as of Apr 29, 2026
₹370.80
1 day change
Returns since inception
15.16%
CAGR
AUM (Fund size)
₹2,525 Cr
NAV: ₹ 370.80
as on Apr 29, 2026
Sundaram Multi Cap Fund (G)

Sundaram Multi Cap Fund (G) Overview

AUM (Fund size) ₹ 2,525 Cr
Expense ratio 2.00 %
Exit load If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged.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.
Plan type Regular Fund
Risk Very High
Lock-in Period Nil
Benchmark NIFTY500 Multicap 50:25:25 Total Return Index
Min. investment SIP: ₹100    Lumpsum: ₹100
Age 25 yrs 6 m since Oct 25, 2000
Tax implication STCG Tax: 15% if redeemed before 1 Year, LTCG Tax: 10% without indexation benefit exceeding Rs. 1 lakh post 1 Year

Holdings Distribution

Banks
19.62%
Finance
7.03%
Industrial Products
6.69%
Auto Components
5.34%
Petroleum Products
4.73%

Top Holdings

HDFC Bank 5.88%
ICICI Bank 4.30%
Larsen & Toubro 3.55%
Reliance Industr 3.46%
Bharti Airtel 3.41%
Kotak Mah. Bank 3.36%
TREPS 2.23%
M & M Fin. Serv. 2.19%
TVS Holdings 2.18%
M & M 2.08%

Peer Comparison

Fund Name 1Y 3Y 5Y
Sundaram Multi Cap Fund (G) 3.39% 15.90% 15.29%
DSP Natural Resources & New Energy Fund (IDCW) 33.02% 23.96% 16.62%
DSP Natural Resources & New Energy Fund (G) 33.03% 23.96% 18.51%
HDFC Small Cap Fund (G) 7.06% 16.39% 19.08%
HDFC Small Cap Fund (IDCW) 7.08% 16.01% 18.85%
Sundaram Fin Serv Opportunities (IDCW) 2.20% 15.74% 14.79%

Scheme Information

Sundaram Multi Cap Fund (G) was launched on 25/10/2000. The fund manages ₹2,525 Cr in assets. Its current expense ratio is 2.00%.

Fund Manager: S Bharath

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FAQs on Sundaram Multi Cap Fund (G)

The current expense ratio of Sundaram Multi Cap Fund (G) is 2.00%.

The AUM of Sundaram Multi Cap Fund (G) is ₹2,525 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Sundaram Multi Cap Fund (G) allows both SIP and lump sum investments.

The latest NAV is ₹370.80.

Minimum SIP starts from ₹100.

Redemption can be done via AMC website or your investment platform.

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