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Sundaram Multi Cap Fund (IDCW-H)

Multi Cap Fund • OPEN
NAV as of May 21, 2026
₹350.31
1 day change
Returns since inception
14.93%
CAGR
AUM (Fund size)
₹2,525 Cr
NAV: ₹ 350.31
as on May 21, 2026
Sundaram Multi Cap Fund (IDCW-H)

Sundaram Multi Cap Fund (IDCW-H) 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Exit load If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged.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 (IDCW-H) -0.13% 14.87% 14.04%
Abakkus Small Cap Fund - Direct (G) N/A N/A N/A
Canara Robeco Banking and Financial Services Fund - Reg (G) N/A N/A N/A
Canara Robeco Banking and Financial Services Fund - Reg (IDCW) N/A N/A N/A
Canara Robeco Banking and Financial Services Fund - Dir (G) N/A N/A N/A
Canara Robeco Banking and Financial Services Fund - Dir (IDCW) N/A N/A N/A

Scheme Information

Sundaram Multi Cap Fund (IDCW-H) 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 (IDCW-H)

The current expense ratio of Sundaram Multi Cap Fund (IDCW-H) is 2.00%.

The AUM of Sundaram Multi Cap Fund (IDCW-H) 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 (IDCW-H) allows both SIP and lump sum investments.

The latest NAV is ₹350.31.

Minimum SIP starts from ₹100.

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

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