Scheme

Sundaram Multi Cap Fund

Holds 80 companies worth ₹2,814 Cr in Sept 2026.

Fund house
SundaramThe fund house that runs this scheme.
AUM
₹2,901 CrSundaram Multi Cap Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 5.5% on Aug 2026, ₹3,070 Cr.
Largest holding
Larsen and ToubroLarsen and Toubro is 3.0% of this scheme's NAV.
Fund manager
Rohit SeksariaRuns its co-manager part since 31 Dec 2021, as the fund house dates it. With Shalav Saket (co-manager).

Overview^{(8 Oct 2026)}

Fund managers2

Rohit SeksariaCo-manager · Dec 2021 · 24y · B.Com
Shalav SaketCo-manager · Dec 2021 · 11y · CFA MBA

Key facts

Benchmark: Nifty 500 Multi Cap 50:25:25 TRI
Risk: very High
Expense: Regular 2.28% · Direct 1.24%
Exit load: Nil
Started: October 2000
Minimum: ₹100

Source.Its Scheme Summary Document as of 8 Oct 2026 at AMFI.

What changed^{(0 changes)}

Nothing has changed in its documents since Sept 2026.

Source.Its filings at NSE, since Sept 2026.

Fund managers over time^{(Dec 2021 – now)}

MainCoSlice20222023202420252026

Fig. 1.Who ran it when: each manager from the date the fund house gives, or the first document listing them where it gives none, to when they left. A slice is part of it: overseas, gold and silver, or arbitrage.

Costs^{(Oct 2026 – Oct 2026)}

Every change to the expense ratio, newest first.
1 filing	Regular	Direct	Δ pt
8 Oct 2026	2.28%	1.24%	–

Direct plan, 8 Oct 2026

1.24%

Regular plan 2.28% · Exit load nil

Fig. 1.Total expense ratio a year, each plan's, as its Scheme Summary Documents state it, filing by filing at NSE (none yet: today's, at AMFI). A change holds until the next.

Objective and risk^{(8 Oct 2026)}

Objective

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

Risk, type and benchmark

Riskometer: Very High
At launch: Very High
Type: An open ended equity scheme investing across large cap, mid cap, small cap stocks
Benchmark: Nifty 500 Multi Cap 50:25:25 TRI

Asset allocation it may hold% of NAV

Equity & Equity related securities of Large Cap Companies
Allowed25–50%
Equity & Equity related securities of Mid Cap companies
Allowed25–50%
Equity & Equity related securities of Small Cap companies
Allowed25–50%
Fixed Income and Money Market Instruments / Cash & Cash equivalents
Allowed0–25%Holds3.0%

Holds in Sept 2026.97.0% equity · 3.0% debt and cash

How to invest^{(8 Oct 2026)}

Buying

To start: ₹100, then re.1/-
To add: ₹100, then re.1/-
Most: ₹9,99,99,99,999
Systematic: SIP: Daily, Weekly, Monthly and Quarterly STP: Daily, Weekly, Monthly, Quarterly, SWP: Monthly; Quarterly, Half-Yearly and Annually
Dates: Any Day (1st to 31st), Weekly (All Working days)
Minimum: "SIP: Weekly: Rs. 1000, Daily, Monthly: Rs.100, Quarterly: Rs. 750. STP: Daily, Weekly : Rs. 1000, Monthly: Rs. 100, Quarterly: Rs. 750 SWP: Monthly and Quarterly: Rs.100/-", then in multiples of ₹1
Instalments: "SIP: Weekly, Monthly and Quarterly Minimum Six installments, Daily : 92 Instalments STP: Minimum Six installments "
Most: ₹9,99,99,99,999

Selling and switching

To redeem: ₹100 or 1 unit units
Switch minimum: ₹100 or 1 unit units
Switch most: ₹9,99,99,99,999 or 999999999 units

Scheme details^{(8 Oct 2026)}

What it is

Category: Multi Cap
Offer: 25 Oct 2000
Started: October 2000
Plans: Plan: Regular and Direct · Options: Growth · IDCW Payout · IDCW Reinvestment
Face value: ₹10
Listed: Unlisted

How it is run

Swing pricing: No
Side-pocketing: No
Custodian: Standard Chartered Bank, Mumbai
Auditor: R.G.N.PRICE & CO
Registrar: KFin Technologies Limited
SEBI code: SUND/O/E/MCF/00/09/0006