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Sundaram Multi Cap Fund Growth Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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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)

₹2,807 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(%)
1M5.900.958.58
6M0.452.2825.87
1Y-0.514.5248.01
3Y14.2215.38137.85

Portfolio Analysis

  • Equity: 96.83%
  • Debt: 3.16%
  • Others
As on: 2026-05-31
View allocation % by

1. HDFC Bank Ltd4.77%
2. ICICI Bank Ltd4.03%
3. Kotak Mahindra Bank Ltd2.51%
4. DCB Bank Ltd1.56%
5. Axis Bank Ltd1.38%
6. Karur Vysya Bank Ltd1.01%

1. Coforge Ltd1.75%
2. Rate Gain Travel Technologies Ltd1.56%
3. HCL Technologies Ltd1.15%
4. Cyient Ltd0.61%

1. Reliance Industries Ltd3.06%
2. Hindustan Petroleum Corporation Ltd1.40%

1. Apollo Hospitals Enterprise Ltd1.50%
2. Fortis Health Care Ltd1.43%
3. Metropolis Healthcare Ltd1.23%

1. Gland Pharma Ltd1.38%
2. Lupin Ltd1.35%
3. Zydus Lifesciences Ltd1.06%

1. Max Financial Services Ltd1.53%
2. 360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd)1.02%
3. Tata Capital Ltd0.98%

1. Larsen & Toubro Ltd3.34%

1. Shriram Finance Ltd1.55%
2. Mahindra & Mahindra Financial Services Ltd1.03%
3. Five-Star Business Finance Ltd0.69%

1. Jubilant Foodworks Ltd1.48%
2. Chalet Hotels Ltd0.66%
3. Sapphire Foods India Ltd0.60%
4. Devyani international limited0.41%

1. Bharti Airtel Ltd3.15%

1. One 97 Communications Ltd1.51%
2. PB Fintech Ltd1.48%

1. Mahindra & Mahindra Ltd2.42%

1. Kirloskar Oil Engines Ltd2.38%

1. State Bank of India1.29%
2. Bank of India0.98%
3. Indian Bank0.06%

1. JK Cement Ltd1.20%
2. Ultratech Cement Ltd1.07%

1. TATA Power Company Ltd1.35%
2. NTPC LTD0.91%

1. TVS Holdings Ltd1.90%

1. Bharat Electronics Ltd1.87%

1. Affle (IndiLtd1.83%

1. Adani Ports and Special Economic Zone Ltd1.67%

1. Brigade Enterprises Ltd1.57%

1. GE Vernova T and D India Ltd1.51%

1. Amber Enterprises India Ltd1.49%

1. Ceat Ltd1.48%

1. Elecon Engineering Company Ltd1.47%

1. Jyothy Laboratories Ltd0.87%
2. Gillette India Ltd0.52%

1. Kalyan Jewellers India Ltd1.34%

1. Tata Steel Ltd1.19%

1. Interglobe Aviation Ltd1.18%

1. Info Edge (IndiLtd1.17%

1. APL Apollo Tubes Ltd1.14%

1. Zomato Ltd1.13%

1. KEI Industries Ltd1.05%

1. Amara Raja Energy & Mobility Ltd1.04%

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 ₹2,807 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
Parag Parikh Flexi Cap Fund Growth5143388.43 CR1.32
Tata Retirement Savings Fund - Progressive Growth32131.91 CR2.25
Sundaram Multi Cap Fund Growth32806.8 CR2.44
Kotak Gold ETF Growth014891.89 CR0.52
Fund Name1Y3Y
This FundParag Parikh Flexi Cap Fund Growth-3.208947.3393
This FundTata Retirement Savings Fund - Progressive Growth1.308647.9483
This FundSundaram Multi Cap Fund Growth-0.512749.0227
This FundKotak Gold ETF Growth48.0119137.8507

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 : 5.90%
  • 6 Months : 0.45%
  • 1 Year : -0.51%
  • 3 Years : 14.22%
Returns of Sundaram Multi Cap Fund Growth are updated daily based on NAV of ₹ 389.8506 as on Jul 10,2026. Since inception, the return has been 49.02%.

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 ₹2,807 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.