CLOSED
NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
SUSundaram MFDirect · IDCW

Sundaram Multi Cap Fund - Half Yearly IDCW Reinvestment - Direct Plan

Multi Cap FundEquity - Multi Cap FundBenchmark: Nifty500 Multicap 50:25:25 - TRI
NAV · 04 Jan 2022₹70.15+0.63%
AUM₹3.1k Crfrom this fund's primary plan
Expense Ratio1.70%
CAGR—
Exit LoadNil upto 24% of units and 1% for remaining units on or before 365D, Nil after 365D
Min SIP₹100from this fund's primary plan
Launched2013

Investment Objective

The fund seeks to achieve long-term capital appreciation through investment primarily in equities.

Fund Mandate

Debt0%–35%
Equity65%–100%
MMI0%–35%
Others0%–35%
Fund Managers
RG
Ravi Gopalakrishnan
Fund Manager
Key Information
1.70%
₹100from this fund's primary plan
₹300
Nil upto 24% of units and 1% for remaining units on or before 365D, Nil after 365D
Nil
Inception01 Jan 2013
AMCSundaram MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
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Latest News

No recent news found for Sundaram Multi Cap Fund - Half Yearly IDCW Reinvestment - Direct Plan.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.63%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.70%
Nil upto 24% of units and 1% for remaining units on or before 365D, Nil after 365D
Nil
₹100from this fund's primary plan
₹300
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme