No NFO data available for this page.

3 Year return

22.89%
Launched on January 2013 (12 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

ENTER AMOUNT

Your Investment ₹3,00,000
Gain
  • Total Value

ENTER AMOUNT

Your Investment
Gain
  • Total Value

Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹2497.79 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If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged.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
Top Holdings% of Asset
Reliance Industries Ltd5.09%
ICICI Bank Ltd4.48%
HDFC Bank Ltd4.15%
Power Finance Corporation Ltd3.43%
Others82.85%
Other Holdings% of Asset
KSB Ltd3.30%
NTPC Ltd2.84%
Indian Bank2.78%
Infosys Ltd2.64%
KEI Industries Ltd2.33%
Brigade Enterprises Ltd2.23%
ITC Ltd2.09%
TVS Holdings Ltd2.02%
Kajaria Ceramics Ltd2.01%
J B Chemicals & Pharmaceuticals Ltd2.00%
Fortis Healthcare Ltd1.92%
Blue Star Ltd1.87%
Computer Age Management Services Ltd1.87%
REC Ltd1.71%
CreditAccess Grameen Ltd1.66%
Affle 3i Ltd1.65%
Bharti Airtel Ltd1.57%
Tata Consultancy Services Ltd1.54%
AAVAS Financiers Ltd1.52%
Jubilant Foodworks Ltd1.47%
Tube Investments of India Ltd1.46%
Bajaj Auto Ltd1.44%
Hindustan Unilever Ltd1.41%
Amber Enterprises India Ltd1.39%
Bharat Electronics Ltd1.37%
Sun Pharmaceutical Industries Ltd1.35%
Polycab India Ltd1.27%
Kalyan Jewellers India Ltd1.24%
Birla Corporation Ltd1.22%
ZF Commercial Vehicle Control System India Ltd1.20%
Chalet Hotels Ltd1.12%
Info Edge (India) Ltd1.09%
Grasim Industries Ltd1.05%
Coforge Ltd1.05%
Hindustan Petroleum Corporation Ltd1.04%
Devyani International Ltd1.03%
Schaeffler India Ltd1.01%
Lupin Ltd0.99%
Grindwell Norton Ltd0.97%
Hatsun Agro Product Ltd0.88%
Neogen Chemicals Ltd0.88%
Cholamandalam Financial Holdings Ltd0.86%
P I Industries Ltd0.85%
3M India Ltd0.84%
Cummins India Ltd0.79%
Mphasis Ltd0.78%
Metro Brands Ltd0.71%
Larsen & Toubro Ltd0.63%
APL Apollo Tubes Ltd0.60%
CEAT Ltd0.54%
NIIT Learning Systems Ltd0.38%
ICRA Ltd0.37%
Siemens Ltd0.35%
Century Plyboards (India) Ltd0.34%
Kansai Nerolac Paints Ltd0.31%
Metropolis Healthcare Ltd0.22%

Sundaram Mutual Fund Managers

SK

Sudhir Kedia

Fund Manager since Jul 2019

View Details

Fund House Details

Sundaram Mutual Fund

Sundaram Mutual Fund Asset management company

AUM ₹56,666.82 Cr.
No. of Schemes 124
Setup Date 1996

Peer Comparison

Comparison with other similar funds

Schemes by Sundaram Mutual Fund

List of mutual fund schemes by AMC

Key Features of The Fund

5-year return 19.94%
Expense Ratio 0.88%
Fund Manager Sudhir Kedia
Fund Size ₹2497.79 Cr
Risk Profile Very High

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.

Take the Guessing out of Investing

Compounding in SIP can make it difficult to estimate the expected returns in a mutual fund. The process of guessing can be replaced with estimating as Angel One's free SIP calculator gives you the approximate amount to be expected. The SIP calculator online takes into consideration the principle of compounding and gives your return amount depending on variables such as years, SIP amount as well as the expected rate of return.

FAQs

What is today's NAV of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan Half Yearly IDCW Reinvestment?

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 (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan Half Yearly IDCW Reinvestment on May 29 2024, is ₹87.2456

What is the AUM of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan Half Yearly IDCW Reinvestment?

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 (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan Half Yearly IDCW Reinvestment, is ₹2497.79 crore.

What is the expense ratio of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan Half Yearly IDCW Reinvestment?

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 (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan Half Yearly IDCW Reinvestment is 0.88%

What are the returns of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan Half Yearly IDCW Reinvestment since inception?

The Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan Half Yearly IDCW Reinvestment was launched on Jan 01 2013. The fund has delivered a CAGR of 17.82 since inception.

What is the minimum SIP amount to invest in Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan Half Yearly IDCW Reinvestment?

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 (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan Half Yearly IDCW Reinvestment is ₹100.

How do I invest in Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan Half Yearly IDCW Reinvestment?

  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 (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan Half Yearly IDCW Reinvestment?

  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 (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan Half Yearly IDCW Reinvestment?

  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 (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan Half Yearly IDCW Reinvestment?

  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.

FAQs

What is today's NAV of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan Half Yearly IDCW Reinvestment?

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 (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan Half Yearly IDCW Reinvestment on May 29 2024, is ₹87.2456

What is the AUM of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan Half Yearly IDCW Reinvestment?

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 (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan Half Yearly IDCW Reinvestment, is ₹2497.79 crore.

What is the expense ratio of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan Half Yearly IDCW Reinvestment?

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 (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan Half Yearly IDCW Reinvestment is 0.88%

What are the returns of Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan Half Yearly IDCW Reinvestment since inception?

The Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan Half Yearly IDCW Reinvestment was launched on Jan 01 2013. The fund has delivered a CAGR of 17.82 since inception.

What is the minimum SIP amount to invest in Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan Half Yearly IDCW Reinvestment?

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 (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan Half Yearly IDCW Reinvestment is ₹100.

How do I invest in Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan Half Yearly IDCW Reinvestment?

  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 (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan Half Yearly IDCW Reinvestment?

  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 (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan Half Yearly IDCW Reinvestment?

  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 (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan Half Yearly IDCW Reinvestment?

  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.