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Scheme Information
Sundaram Multi Cap Hlf Yrly IDCW-P
as of 20 Apr 2026, 12:56 PM
Scheme Asset Size₹2525.11 Cr
Expense Ratio1.99%
Cash Holding3.77588%
Fund TypeOpen-End
PlanDividend
BenchmarkNifty 500 Multicap 50:25:25 TR INR
Launch Date2000-10-25
Exit LoadExit load of 1.00% for investments if redeemed within 365 Days
SIP Calculator
12%
₹5,000
₹500₹10,00,000
10 Years
1 Year40 Years
Invested Amount
Estimated Return
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Invested Amount
Estimated Return
Scheme Ratings
3
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
In the last 1 months 5.71%
In the last 3 months -2.86%
In the last 6 months -12.35%
In the last 1 Years 4.38%
In the last 3 Years 0.57%
In the last 5 Years 1.05%
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial Services | E | 5.88% |
| ICICI Bank Ltd | Financial Services | E | 4.30% |
| Larsen & Toubro Ltd | Industrials | E | 3.55% |
| Reliance Industries Ltd | Energy | E | 3.46% |
| Bharti Airtel Ltd | Communication Services | E | 3.41% |
| Kotak Mahindra Bank Ltd | Financial Services | E | 3.36% |
| Mahindra & Mahindra Financial Services Ltd | Financial Services | E | 2.19% |
| TVS Holdings Ltd | Consumer Cyclical | E | 2.18% |
| Mahindra & Mahindra Ltd | Consumer Cyclical | E | 2.08% |
| Bharat Electronics Ltd | Industrials | E | 2.03% |
| HCL Technologies Ltd | Technology | E | 2.02% |
| Affle 3i Ltd | Communication Services | E | 2.02% |
| Indian Bank | Financial Services | E | 1.91% |
| Kirloskar Oil Engines Ltd | Industrials | E | 1.82% |
| Brigade Enterprises Ltd | Real Estate | E | 1.74% |
| Jubilant Foodworks Ltd | Consumer Cyclical | E | 1.68% |
| Cummins India Ltd | Industrials | E | 1.65% |
| Tata Power Co Ltd | Utilities | E | 1.64% |
| DCB Bank Ltd | Financial Services | E | 1.57% |
| KEI Industries Ltd | Industrials | E | 1.55% |
| Hindustan Petroleum Corp Ltd | Energy | E | 1.54% |
| Lupin Ltd | Healthcare | E | 1.53% |
| Coforge Ltd | Technology | E | 1.53% |
| J.B. Chemicals & Pharmaceuticals Ltd | Healthcare | E | 1.52% |
| Craftsman Automation Ltd | Consumer Cyclical | E | 1.52% |
| Fortis Healthcare Ltd | Healthcare | E | 1.51% |
| Jyothy Labs Ltd | Consumer Defensive | E | 1.46% |
| Kalyan Jewellers India Ltd | Consumer Cyclical | E | 1.46% |
| Marico Ltd | Consumer Defensive | E | 1.46% |
| State Bank of India | Financial Services | E | 1.45% |
| Amara Raja Energy & Mobility Ltd | Industrials | E | 1.45% |
| Amber Enterprises India Ltd Ordinary Shares | Consumer Cyclical | E | 1.43% |
| APL Apollo Tubes Ltd | Basic Materials | E | 1.40% |
| JK Cement Ltd | Basic Materials | E | 1.31% |
| GE Vernova T&D India Ltd | Industrials | E | 1.19% |
| Adani Ports & Special Economic Zone Ltd | Industrials | E | 1.17% |
| Britannia Industries Ltd | Consumer Defensive | E | 1.16% |
| Gland Pharma Ltd | Healthcare | E | 1.16% |
| Info Edge (India) Ltd | Communication Services | E | 1.15% |
| Elecon Engineering Co Ltd | Industrials | E | 1.14% |
| 360 One Wam Ltd Ordinary Shares | Financial Services | E | 1.11% |
| UltraTech Cement Ltd | Basic Materials | E | 1.11% |
| Sona BLW Precision Forgings Ltd | Consumer Cyclical | E | 1.11% |
| Metropolis Healthcare Ltd | Healthcare | E | 1.07% |
| Rategain Travel Technologies Ltd | Technology | E | 1.02% |
| Sundaram Liquid Dir Gr | - | FO | 0.99% |
| NTPC Ltd | Utilities | E | 0.97% |
| Hindustan Unilever Ltd | Consumer Defensive | E | 0.92% |
| Dixon Technologies (India) Ltd | Technology | E | 0.92% |
| Devyani International Ltd | Consumer Cyclical | E | 0.90% |
| E I D Parry India Ltd | Basic Materials | E | 0.89% |
| Max Financial Services Ltd | Financial Services | E | 0.89% |
| United Breweries Ltd | Consumer Defensive | E | 0.85% |
| PB Fintech Ltd | Financial Services | E | 0.84% |
| Tata Steel Ltd | Basic Materials | E | 0.76% |
| Coromandel International Ltd | Basic Materials | E | 0.68% |
| PI Industries Ltd | Basic Materials | E | 0.67% |
| Chalet Hotels Ltd | Consumer Cyclical | E | 0.66% |
| SJS Enterprises Ltd | Consumer Cyclical | E | 0.66% |
| Ion Exchange (India) Ltd | Industrials | E | 0.64% |
| Cyient Ltd | Industrials | E | 0.57% |
| Bajaj Finserv Ltd | Financial Services | E | 0.52% |
| InterGlobe Aviation Ltd | Industrials | E | 0.47% |
| Go Fashion (India) Ltd | Consumer Cyclical | E | 0.39% |
| Chennai Super Kings Ltd. | - | E | 0.03% |
| Crescent Finstock Ltd | - | E | 0.00361% |
| Sangam Health Care Products Ltd | Healthcare | E | 0% |
| Virtual Dynamics Software Ltd. | - | E | 0% |
| Noble Polymers Ltd | Consumer Cyclical | E | 0% |
| Balmer Lawrie Freight Containers Ltd | Consumer Cyclical | E | 0% |
| Mukerian Papers Ltd | Basic Materials | E | 0% |
| Precision Fasteners Ltd. | - | E | 0% |
| Treps | - | CR | 2.23% |
| Cash And Other Net Current Assets | - | CA | 0.55% |
| LIC Housing Finance Ltd | - | E | - |
| Schaeffler India Ltd | - | E | - |
| ZF Commercial Vehicle Control Systems India Ltd | - | E | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Loading chart…
Equity
96.22%
Cash
3.78%
Equity sector allocation
Loading chart…
Basic Materials
6.82%
Communication Services
6.58%
Consumer Cyclical
14.06%
Consumer Defensive
5.86%
Energy
5%
Financial Services
24.02%
Healthcare
6.79%
Industrials
17.23%
Real Estate
1.74%
Technology
5.48%
Utilities
2.61%
Others
3.81%
Fund House Contact Details
Websitewww.sundarammutual.com
Phone+91 44 28583362/3367
Sundaram Asset Management Company Ltd
Asset Management Company
Funds in this Category
Nippon India Taiwan Equity Reg Gr
Equity
Min. Investment
₹500
Category Returns
32.13%
56.53%
3Y Returns
+56.53%
Mirae Asset NYSE FANG+ ETF FoF Reg Gr
Equity
Min. Investment
₹5000
Category Returns
32.13%
56.53%
3Y Returns
+48.34%
DSP Wld Gld Mng Ovrs Eq Omni FoF Gr
Equity
Min. Investment
₹100
Category Returns
32.13%
56.53%
3Y Returns
+45.98%
About Sundaram Multi Cap Hlf Yrly IDCW-P
Investment Objective of the Scheme
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.
Key Features of The Fund
5-year return
+15.45%
Fund Manager
S. Bharath
Risk Profile
Very High Risk
Expense Ratio
1.99%
Fund Size
₹2525.11 Cr
FAQ's
What has been the returns generated by Sundaram Multi Cap Hlf Yrly IDCW-P over different time periods?
The Sundaram Multi Cap Hlf Yrly IDCW-P has given returns
1-Year
4.38
3-Year
16.18
5-Year
15.45
What is the expense ratio of Sundaram Multi Cap Hlf Yrly IDCW-P?
The expense ratio of Sundaram Multi Cap Hlf Yrly IDCW-P is 1.99%.
What is the AUM (Assets Under Management) of Sundaram Multi Cap Hlf Yrly IDCW-P?
The AUM, short for Assets Under Management of Sundaram Multi Cap Hlf Yrly IDCW-P is ₹2525.11 Cr as of 06 Mar 2770.
What are the top stock holdings of Sundaram Multi Cap Hlf Yrly IDCW-P?
The Sundaram Multi Cap Hlf Yrly IDCW-P has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| HDFC Bank Ltd | 5.88% |
| ICICI Bank Ltd | 4.30% |
| Larsen & Toubro Ltd | 3.55% |
| Reliance Industries Ltd | 3.46% |
| Bharti Airtel Ltd | 3.41% |
| Kotak Mahindra Bank Ltd | 3.36% |
| Mahindra & Mahindra Financial Services Ltd | 2.19% |
| TVS Holdings Ltd | 2.18% |
| Mahindra & Mahindra Ltd | 2.08% |
| Bharat Electronics Ltd | 2.03% |
| HCL Technologies Ltd | 2.02% |
| Affle 3i Ltd | 2.02% |
| Indian Bank | 1.91% |
| Kirloskar Oil Engines Ltd | 1.82% |
| Brigade Enterprises Ltd | 1.74% |
| Jubilant Foodworks Ltd | 1.68% |
| Cummins India Ltd | 1.65% |
| Tata Power Co Ltd | 1.64% |
| DCB Bank Ltd | 1.57% |
| KEI Industries Ltd | 1.55% |
| Hindustan Petroleum Corp Ltd | 1.54% |
| Lupin Ltd | 1.53% |
| Coforge Ltd | 1.53% |
| J.B. Chemicals & Pharmaceuticals Ltd | 1.52% |
| Craftsman Automation Ltd | 1.52% |
| Fortis Healthcare Ltd | 1.51% |
| Jyothy Labs Ltd | 1.46% |
| Kalyan Jewellers India Ltd | 1.46% |
| Marico Ltd | 1.46% |
| State Bank of India | 1.45% |
| Amara Raja Energy & Mobility Ltd | 1.45% |
| Amber Enterprises India Ltd Ordinary Shares | 1.43% |
| APL Apollo Tubes Ltd | 1.40% |
| JK Cement Ltd | 1.31% |
| GE Vernova T&D India Ltd | 1.19% |
| Adani Ports & Special Economic Zone Ltd | 1.17% |
| Britannia Industries Ltd | 1.16% |
| Gland Pharma Ltd | 1.16% |
| Info Edge (India) Ltd | 1.15% |
| Elecon Engineering Co Ltd | 1.14% |
| 360 One Wam Ltd Ordinary Shares | 1.11% |
| UltraTech Cement Ltd | 1.11% |
| Sona BLW Precision Forgings Ltd | 1.11% |
| Metropolis Healthcare Ltd | 1.07% |
| Rategain Travel Technologies Ltd | 1.02% |
| Sundaram Liquid Dir Gr | 0.99% |
| NTPC Ltd | 0.97% |
| Hindustan Unilever Ltd | 0.92% |
| Dixon Technologies (India) Ltd | 0.92% |
| Devyani International Ltd | 0.90% |
| E I D Parry India Ltd | 0.89% |
| Max Financial Services Ltd | 0.89% |
| United Breweries Ltd | 0.85% |
| PB Fintech Ltd | 0.84% |
| Tata Steel Ltd | 0.76% |
| Coromandel International Ltd | 0.68% |
| PI Industries Ltd | 0.67% |
| Chalet Hotels Ltd | 0.66% |
| SJS Enterprises Ltd | 0.66% |
| Ion Exchange (India) Ltd | 0.64% |
| Cyient Ltd | 0.57% |
| Bajaj Finserv Ltd | 0.52% |
| InterGlobe Aviation Ltd | 0.47% |
| Go Fashion (India) Ltd | 0.39% |
| Chennai Super Kings Ltd. | 0.03% |
| Crescent Finstock Ltd | 0.00% |
| Sangam Health Care Products Ltd | 0.00% |
| Virtual Dynamics Software Ltd. | 0.00% |
| Noble Polymers Ltd | 0.00% |
| Balmer Lawrie Freight Containers Ltd | 0.00% |
| Mukerian Papers Ltd | 0.00% |
| Precision Fasteners Ltd. | 0.00% |
| Treps | 2.23% |
| Cash And Other Net Current Assets | 0.55% |
| LIC Housing Finance Ltd | - |
| Schaeffler India Ltd | - |
| ZF Commercial Vehicle Control Systems India Ltd | - |
In which sectors has Sundaram Multi Cap Hlf Yrly IDCW-P invested in?
The Sundaram Multi Cap Hlf Yrly IDCW-P has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 6.82% |
| Communication Services | 6.58% |
| Consumer Cyclical | 14.06% |
| Consumer Defensive | 5.86% |
| Energy | 5.00% |
| Financial Services | 24.02% |
| Healthcare | 6.79% |
| Industrials | 17.23% |
| Real Estate | 1.74% |
| Technology | 5.48% |
| Utilities | 2.61% |
What is the risk level of Sundaram Multi Cap Hlf Yrly IDCW-P?
This is a Multi-Cap fund comes with Very High Risk.
Who are the fund managers of Sundaram Multi Cap Hlf Yrly IDCW-P?
Sundaram Multi Cap Hlf Yrly IDCW-P fund managers are S. Bharath, Shalav Saket.
Is there a minimum SIP amount to invest in Sundaram Multi Cap Hlf Yrly IDCW-P?
The minimum SIP amount to start investment in Sundaram Multi Cap Hlf Yrly IDCW-P is ₹100 while ₹1,000 can be invested as Lumpsum amount.
Can I invest in Sundaram Multi Cap Hlf Yrly IDCW-P both in SIP and lump sum?
You can opt for either SIP or Lumpsum to invest in Sundaram Multi Cap Hlf Yrly IDCW-P on the basis of your investment objective and risk tolerance.
How to invest in Sundaram Multi Cap Hlf Yrly IDCW-P?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Sundaram Multi Cap Hlf Yrly IDCW-P:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Sundaram Multi Cap Hlf Yrly IDCW-P.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of Sundaram Multi Cap Hlf Yrly IDCW-P?
The exit load of Sundaram Multi Cap Hlf Yrly IDCW-P is as follows:
Exit load of 1.0%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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