3 Year return

22.71%
Launched on January 2013 (11 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹2566.75 Cr.

Expense Ratio

0.88% (inclusive of GST)

Exit Load

If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.

Ratings

ARQ Rating
0

Ratings by other agencies

0
3
3

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Sundaram Mutual Fund Managers

SK

Sudhir Kedia

Fund Manager since Oct 2019

View Details

Fund House Details

Sundaram Mutual Fund

Sundaram Mutual Fund Asset management company

AUM ₹56,666.82 Cr.
No. of Schemes 127
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Sundaram Mutual Fund

List of mutual fund schemes by AMC

About Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan-Growth

Formerly known as Principal Multi Cap Growth Fund, the Sundaram Multi Cap Fund Direct Plan-Growth is an open-ended equity mutual fund. The scheme invests in large, mid, and small-cap stocks. Sundaram Equity Fund and Principal Multi Cap Growth Fund amalgamated resulting in the new scheme name. The multi-cap scheme falls under the Sundaram Mutual Fund and has the Nifty 500 Multicap 50:25:25 Total Return Index as its benchmark.

Investment Objective of The Scheme

Sundaram Multi Cap Fund Direct Plan Growth has an investment goal of building a portfolio with a well-balanced mix of large, mid, and small-cap stocks. Compared to single-cap funds, it offers greater risk-adjusted returns since it reduces potential downside without sacrificing potential upside. With an emphasis on secular growth possibilities, cyclical recovery, and new themes/businesses, the fund uses a combination of top-down and bottom-up techniques. The fund is actively managed and adheres to the most profitable concepts across cap curves.

Key Features of The Fund

5-year return 21.54%
Expense Ratio 0.88%
Fund Manager Sudhir Kedia
Fund Size ₹2566.75 Cr
Risk Profile Very High

Is This Scheme Right for Me?

Sundaram Multi Cap Fund Direct Plan Growth is appropriate for investors who desire mid-and small-cap stocks exposure. If you are looking for a regular income via investments, you may consider this option. The fund is appropriate for investors who want to achieve capital growth while avoiding risk, have a three to five-year investment horizon, and have a very high-risk tolerance.

AMC Contact Details

Name Sundaram Mutual Fund
Launch Date 1996
Addresss Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014
Contact 1860 425 7237, 044 2858 3362/3367, 044 2856 9900
Email customerservices@sundarammutual.com
Website https://www.sundarammutual.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Achieve Financial Freedom with SIP

Consider using SIPs to achieve your financial goals like retirement planning or a child's education. SIPs inculcate a habit of regular saving and benefit from the power of compounding. Estimate how much you need to invest monthly to reach your target corpus using Angel One's SIP calculator. This free tool helps you plan your SIP investment strategy for various financial goals.

FAQs

What is today's NAV of Sundaram Multi Cap Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Sundaram Multi Cap Fund Jun 14 2024 is 394.8762

What is the AUM of Sundaram Multi Cap Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Sundaram Multi Cap Fund is 2566.75 crore.

What is the expense ratio of Sundaram Multi Cap Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Sundaram Multi Cap Fund is 0.88%

What are the returns of Sundaram Multi Cap Fund since inception?

The Sundaram Multi Cap Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 18.11 since inception.

What is the minimum SIP amount to invest in Sundaram Multi Cap Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Sundaram Multi Cap Fund is 100.

How do I invest in Sundaram Multi Cap Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Sundaram Multi Cap Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Sundaram Multi Cap Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Sundaram Multi Cap Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.