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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹2,525 Cr

Lock In Period

N/A

Expense Ratio

2

Benchmark

NIFTY 500 Multicap 50:25:25 TRI Index

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.

Summary

Latest details for Sundaram Multi Cap Fund Growth include a ₹376.0999 NAV as of May 08,2026 and returns since inception of 58.06%. Minimum investments start at SIP ₹100. The Sundaram Multi Cap Fund Growth AUM is ₹2,525 Cr, with a lock-in of N/A years, expense ratio of 2%, and benchmark NIFTY 500 Multicap 50:25:25 TRI Index. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 9.51% returns, against a category average of 2.58% and a category best of 15.24%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M9.512.5815.24
6M-3.292.4025.87
1Y6.196.2653.19
3Y16.4917.15138.15

Portfolio Analysis

  • Equity: 96.23%
  • Debt: 3.77%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Ltd5.88%
2. ICICI Bank Ltd4.30%
3. Kotak Mahindra Bank Ltd3.36%
4. DCB Bank Ltd1.57%

1. HCL Technologies Ltd2.02%
2. Coforge Ltd1.53%
3. Rate Gain Travel Technologies Ltd1.02%
4. Cyient Ltd0.57%

1. Reliance Industries Ltd3.46%
2. Hindustan Petroleum Corporation Ltd1.54%

1. Lupin Ltd1.53%
2. JB Chemicals & Pharmaceuticals Ltd1.52%
3. Gland Pharma Ltd1.16%

1. Larsen & Toubro Ltd3.55%

1. Kirloskar Oil Engines Ltd1.82%
2. Cummins India Ltd1.65%

1. Bharti Airtel Ltd3.41%

1. Indian Bank1.91%
2. State Bank of India1.45%

1. Jubilant Foodworks Ltd1.68%
2. Devyani international limited0.90%
3. Chalet Hotels Ltd0.66%

1. TATA Power Company Ltd1.64%
2. NTPC LTD0.97%

1. Fortis Health Care Ltd1.51%
2. Metropolis Healthcare Ltd1.07%

1. JK Cement Ltd1.31%
2. Ultratech Cement Ltd1.11%

1. Jyothy Laboratories Ltd1.46%
2. Hindustan UniLever Ltd0.92%

1. Mahindra & Mahindra Financial Services Ltd2.19%

1. TVS Holdings Ltd2.18%

1. Craftsman Automation Ltd1.52%
2. Ion Exchange (IndiLtd0.64%

1. Mahindra & Mahindra Ltd2.08%

1. Bharat Electronics Ltd2.03%

1. Affle (IndiLtd2.02%

1. 360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd)1.11%
2. Max Financial Services Ltd0.89%

1. Brigade Enterprises Ltd1.74%

1. KEI Industries Ltd1.55%

1. Kalyan Jewellers India Ltd1.46%

1. Marico Ltd1.46%

1. Amara Raja Energy & Mobility Ltd1.45%

1. Amber Enterprises India Ltd1.43%

1. APL Apollo Tubes Ltd1.40%

1. GE Vernova T and D India Ltd1.19%

1. Adani Ports and Special Economic Zone Ltd1.17%

1. Britannia Industries Ltd1.16%

1. Info Edge (IndiLtd1.15%

1. Elecon Engineering Company Ltd1.14%

1. Sona BLW Precision Forgings Ltd1.11%

About Fund

Sundaram Multi Cap Fund Growth managed by Sundaram Mutual Fund,is a Multi-capscheme with Assets Under Management of ₹2,525 Crore. The fund benchmarks its performance against the NIFTY 500 Multicap 50:25:25 TRI Index while maintaining an expense ratio of 2. Under the expert guidance of S Bharath ,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

S Bharath

Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundTata Retirement Savings Fund - Progressive Growth31824.25 CR2.06
This FundInvesco India Multicap Fund Growth13550.35 CR1.91
This FundSundaram Multi Cap Fund Growth32525.11 CR2
This FundICICI Prudential Retirement Fund - Pure Equity Growth01608.65 CR2.02
This FundKotak Gold ETF Growth014115.88 CR0.55
Fund Name1Y3Y
This FundTata Retirement Savings Fund - Progressive Growth7.299357.2413
This FundInvesco India Multicap Fund Growth1.264757.3372
This FundSundaram Multi Cap Fund Growth6.19158.0594
This FundICICI Prudential Retirement Fund - Pure Equity Growth18.043896.9612
This FundKotak Gold ETF Growth53.1944138.1497

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. 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 : 9.51%
  • 6 Months : -3.29%
  • 1 Year : 6.19%
  • 3 Years : 16.49%
Returns of Sundaram Multi Cap Fund Growth are updated daily based on NAV of ₹ 376.0999 as on May 08,2026. Since inception, the return has been 58.06%.

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 ₹2,525 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.
Min Inv Amount: ₹500