NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹360.17
-0.04%
NAV as on 17 Nov 24, 12:00 AM
very high risk
multi cap
equity
NAV as on 17 Nov 24, 12:00 AM
very high risk
multi cap
equity
28.59%p.a.
Last 1Y
13.71%p.a.
Last 3Y
20.79%p.a.
Last 5Y
16.26%p.a.
Since Inception
About Sundaram Multi Cap Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Sundaram Multi Cap Fund Growth scheme from Sundaram Asset Management Company Ltd. It is a Multi-Cap mutual fund scheme that predominantly invests in Multi-Cap stocks of companies. Launched on Oct 2000, Sundaram Multi Cap Fund Growth is Multi-Cap fund of its category with 2,758.72 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Multi-Cap funds.
- Sundaram Multi Cap Fund Growth delivered 28.6% annual returns during the last year. It has delivered 16.3% average annual returns since the fund was launched.
- Sundaram Multi Cap Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund 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.
Top 10 Holdings
HDFC Bank Ltd
4.70%
Reliance Industries Ltd
4.34%
Larsen & Toubro Ltd
3.63%
ICICI Bank Ltd
3.39%
Indian Bank
2.88%
Infosys Ltd
2.71%
NTPC Ltd
2.65%
Lupin Ltd
2.47%
Kotak Mahindra Bank Ltd
2.46%
Axis Bank Ltd
2.43%
Fund Managers
- Ratish Varier (Jan 2022 - Present)
- Sudhir Kedia (Jan 2022 - Present)
Key Information
View Scheme Document
Sundaram Multi Cap Fund Growth SIP Calculator
If invested
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For a period of
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This Fund
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Fixed Deposit
NRI Mutual Fund Tax on Sundaram Multi Cap Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Sundaram Multi Cap Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Sundaram Multi Cap Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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