Sundaram Multi Cap Fund Direct Plan -Half Yearly Reinvestment of Income Dis cum Cap Wdrl
Get the latest NAV of Sundaram Multi Cap Fund Direct Plan -Half Yearly Reinvestment of Income Dis cum Cap Wdrl. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹90.74
▲0.5%1D
NAV as on 30 Jun 2025
17.22%/per year
Since Inception
▲▼
7 people have invested ₹ 4.3K in Sundaram Multi Cap Fund Direct Plan -Half Yearly Reinvestment of Income Dis cum Cap Wdrl in the last three months
Sundaram Multi Cap Fund Direct Plan -Half Yearly Reinvestment of Income Dis cum Cap Wdrl Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (30-Jun-25)
The fund has consistently outperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Sundaram Multi Cap Fund Direct Plan -Half Yearly Reinvestment of Income Dis cum Cap Wdrl Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Multi Cap Fund Direct Plan -Half Yearly Reinvestment of Income Dis cum Cap Wdrl Asset Allocation
See fund asset allocation details as on (14-Jun-25)
Fund Distribution
as on (14-Jun-25)
Equity 95.7%
Debt & Cash 4.3%
Sundaram Multi Cap Fund Direct Plan -Half Yearly Reinvestment of Income Dis cum Cap Wdrl Sector Allocation
See fund sector allocation details as on (14-Jun-25)
Sector Allocation
Equity 95.7%
Debt & Cash 4.3%
Top 3 Sectors in May were Financial Services, Industrial & Consumer Cyclical
Financial Services
23%
Industrial
19%
Consumer Cyclical
14%
Financial Services
22%
Industrial
18%
Consumer Cyclical
15%
Sundaram Multi Cap Fund Direct Plan -Half Yearly Reinvestment of Income Dis cum Cap Wdrl Holdings Details
as on (31-May-25)
Equity
Sundaram Multi Cap Fund Direct Plan -Half Yearly Reinvestment of Income Dis cum Cap Wdrl Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.95% |
Benchmark | Nifty 500 Multicap 50:25:25 TR INR |
| AUM | ₹2773 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 73.03% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Sundaram Multi Cap Fund Direct Plan -Half Yearly Reinvestment of Income Dis cum Cap Wdrl
Sundaram Multi Cap Fund Direct Plan -Half Yearly Reinvestment of Income Dis cum Cap Wdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Ratish Varier. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Multi Cap Fund Direct Plan -Half Yearly Reinvestment of Income Dis cum Cap Wdrl has ₹2773 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
- The fund has an expense ratio 1.
Returns
Sundaram Multi Cap Fund Direct Plan -Half Yearly Reinvestment of Income Dis cum Cap Wdrl has given a CAGR return of 17.22% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.52%, 22.87% and 26.20% respectively.
Holdings
Sundaram Multi Cap Fund Direct Plan -Half Yearly Reinvestment of Income Dis cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Tech, Energy, Health, Basic Materials, Consumer Defensive, Communication, Utilities, Real Estate. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Reliance Industries Ltd, Larsen & Toubro Ltd, Axis Bank Ltd
Taxation
As it is a multi-cap mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Sundaram Multi Cap Fund Direct Plan -Half Yearly Reinvestment of Income Dis cum Cap Wdrl
The investment objective of the scheme is to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram Multi Cap Fund Direct Plan -Half Yearly Reinvestment of Income Dis cum Cap Wdrl has no lock in period.
Fund Manager
Ratish Varier
Fund Manager of Sundaram Multi Cap Fund Direct Plan -Half Yearly Reinvestment of Income Dis cum Cap Wdrl, since 1 January 2022
- AUM of the fund stands at 2.8K Cr as of May'25
- AUM increased by 111 Cr between May'25 and Apr'25
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Frequently Asked Questions for Sundaram Multi Cap Fund Direct Plan -Half Yearly Reinvestment of Income Dis cum Cap Wdrl
How do I invest in Sundaram Multi Cap Fund Direct Plan -Half Yearly Reinvestment of Income Dis cum Cap Wdrl?
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- Set up payments via bank mandate or UPI.