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%
Asset Allocation
Domestic Equity96.7%
Cash & Equivalents2.5%
Other0.8%
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 As of 31 Aug 2026 · disclosed on this fund's primary plan
1Larsen & Toubro Ltd.Infrastructure3.03%
2Kotak Mahindra Bank Ltd.Bank2.80%
3Reliance Industries Ltd.Crude Oil2.70%
4ICICI Bank Ltd.Bank2.67%
5One97 Communications Ltd.IT2.64%
6TREPSMiscellaneous2.53%
7Kirloskar Oil Engines Ltd.Automobile & Ancillaries2.37%
8Kalyan Jewellers India Ltd.Diamond & Jewellery2.24%
9Interglobe Aviation Ltd.Aviation2.17%
10Eternal Ltd.Retailing2.10%
Sector Allocation
Bank15.0%
IT12.1%
Finance10.5%
Automobile & Ancillaries9.3%
Healthcare7.8%
Capital Goods6.7%
Crude Oil4.0%
FMCG3.5%
Miscellaneous3.2%
Infrastructure3.0%
Telecom2.9%
Logistics2.6%
Chemicals2.3%
Aviation2.2%
Diamond & Jewellery2.2%
Electricals2.2%
Retailing2.1%
Realty1.9%
Construction Materials1.6%
Iron & Steel1.5%
Consumer Durables1.4%
Power0.9%
Hospitality0.7%
Business Services0.6%
Mining0.4%
Paper0.0%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

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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