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Sundaram Multi Cap Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Sundaram Multi Cap Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹2,915 Cr

Lock In Period

N/A

Expense Ratio

2.44

Exit Load

If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.

Benchmark

NIFTY 500 Multicap 50:25:25 TRI Index

Sundaram Multi Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.470.526.49
6M4.322.6125.87
1Y2.225.1043.22
3Y13.6315.05132.28

Portfolio Analysis

  • Equity: 97.55%
  • Debt: 2.44%
  • Others
As on: 2026-06-30
View allocation % by

1. HDFC Bank Ltd4.67%
2. ICICI Bank Ltd3.69%
3. Kotak Mahindra Bank Ltd2.03%
4. DCB Bank Ltd1.59%
5. Axis Bank Ltd1.38%
6. Karur Vysya Bank Ltd0.99%

1. Rate Gain Travel Technologies Ltd1.81%
2. Coforge Ltd1.74%
3. Cyient Ltd0.57%
4. HCL Technologies Ltd0.48%

1. Reliance Industries Ltd2.89%
2. Hindustan Petroleum Corporation Ltd1.35%

1. Apollo Hospitals Enterprise Ltd1.53%
2. Fortis Health Care Ltd1.42%
3. Metropolis Healthcare Ltd1.16%

1. Gland Pharma Ltd1.47%
2. Lupin Ltd1.39%
3. Zydus Lifesciences Ltd1.05%

1. Shriram Finance Ltd1.64%
2. Five-Star Business Finance Ltd1.10%
3. Mahindra & Mahindra Financial Services Ltd1.04%

1. Max Financial Services Ltd1.39%
2. Tata Capital Ltd1.13%
3. 360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd)0.96%

1. Larsen & Toubro Ltd3.27%

1. Bharti Airtel Ltd2.09%
2. Bharti Hexacom Ltd1.01%

1. Bharat Electronics Ltd1.81%
2. MTAR Technologies Ltd1.18%

1. One 97 Communications Ltd1.49%
2. PB Fintech Ltd1.46%

1. Adani Ports and Special Economic Zone Ltd1.61%
2. JSW Infrastructure Ltd1.23%

1. Kirloskar Oil Engines Ltd2.81%

1. Jubilant Foodworks Ltd0.96%
2. Sapphire Foods India Ltd0.71%
3. Chalet Hotels Ltd0.66%
4. Devyani international limited0.25%

1. State Bank of India1.32%
2. Bank of India0.95%

1. TATA Power Company Ltd1.19%
2. NTPC LTD1.06%

1. JK Cement Ltd1.21%
2. Ultratech Cement Ltd1.01%

1. TVS Holdings Ltd1.85%

1. Interglobe Aviation Ltd1.83%

1. Affle (IndiLtd1.71%

1. Brigade Enterprises Ltd1.55%

1. Ceat Ltd1.53%

1. Kalyan Jewellers India Ltd1.52%

1. Ashok Leyland Ltd1.51%

1. Zomato Ltd1.51%

1. Elecon Engineering Company Ltd1.48%

1. Amber Enterprises India Ltd1.42%

1. Mahindra & Mahindra Ltd1.36%

1. GE Vernova T and D India Ltd1.22%

1. Info Edge (IndiLtd1.11%

1. APL Apollo Tubes Ltd1.07%

1. Tata Steel Ltd1.03%

1. Coromandel International Ltd1.03%

About Fund Sundaram Multi Cap Fund Growth

Sundaram Multi Cap Fund Growth managed by Sundaram Mutual Fund,is a Multi-capscheme with Assets Under Management of ₹2,915 Crore. The fund benchmarks its performance against the NIFTY 500 Multicap 50:25:25 TRI Index while maintaining an expense ratio of 2.44. Under the expert guidance of Rohit Seksaria ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Rohit Seksaria

Mr. Rohit Seksaria is CS, CA & has done MBA from IIM Ahmedabad. 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Tata Retirement Savings Fund - Progressive Growth32,163 CR2.25
Invesco India Multicap Fund Growth14,301 CR2.04
Sundaram Multi Cap Fund Growth32,914 CR2.44
Kotak Gold ETF Growth013,419 CR0.52
Fund Name1Y3Y
This FundTata Retirement Savings Fund - Progressive Growth5.899845.4401
This FundInvesco India Multicap Fund Growth0.43145.7938
This FundSundaram Multi Cap Fund Growth2.224746.7033
This FundKotak Gold ETF Growth43.2241132.2789

Sundaram Multi Cap Fund Growth FAQs

Sundaram Multi Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Multi Cap Fund Growth is 2.44. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Multi Cap Fund Growth’s fund performance is as follows:
  • 1 Month : 2.47%
  • 6 Months : 4.32%
  • 1 Year : 2.22%
  • 3 Years : 13.63%
Returns of Sundaram Multi Cap Fund Growth are updated daily based on NAV of ₹ 387.1462 as on Jul 30,2026. Since inception, the return has been 46.70%.

You can invest in Sundaram Multi Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Multi Cap Fund Growth is ₹2,915 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Multi Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.