Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Half Yearly Income Distribution CUM Capital Withdrawal Option
Category: Equity: Multi Cap
Launch Date: 02-01-2013
AUM:
₹ 2,497.79 Cr
Expense Ratio
1.99%
Benchmark
Nifty 500 Multicap 50:25:25 TRI
ISIN
INF173K01957
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
250
Fund Manager
Ratish Varier, Sudhir Kedia, Rohit Seksaria
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Half Yearly Income Distribution CUM Capital Withdrawal Option | 39.8 | 24.4 | 21.08 |
| NIFTY500 MULTICAP 50:25:25 TRI | 41.16 | 21.79 | 21.48 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
62.7502
Last change
0.2 (0.3163%)
Fund Size (AUM)
₹ 2,497.79 Cr
Performance
11.48% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks.
Fund Manager
Ratish Varier, Sudhir Kedia, Rohit Seksaria
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Reliance Industries Ltd. | 5.09 |
| ICICI Bank Ltd. | 4.48 |
| HDFC Bank Ltd. | 4.15 |
| Power Finance Corporation Ltd. | 3.43 |
| Axis Bank Ltd. | 3.43 |
| KSB Ltd. | 3.3 |
| Sundaram Liquid Direct-Growth | 3.02 |
| Others | 2.86 |
| NTPC Ltd. | 2.84 |
| Indian Bank | 2.78 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 24.03 |
| Capital Goods | 10.42 |
| Energy | 8.97 |
| Technology | 7.66 |
| Services | 7.34 |
| Healthcare | 6.91 |
| Automobile | 6.66 |
| Consumer Discretionary | 5.21 |
| Materials | 4.93 |
| Consumer Staples | 4.38 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Multi Cap Fund Half Yearly IDCW | 21.08 |
| HSBC Multi Cap Fund Reg Gr | 0.0 |
| Kotak Multicap Fund Reg Gr | 0.0 |
| ITI Multi Cap Reg Gr | 0.0 |
| Quant Active Fund Gr | 30.56 |
| Nippon India Multi Cap Gr Gr | 22.37 |
| Bank of India Multi Cap Fund Reg Gr | 0.0 |
| Mahindra Manulife Multi Cap Fund Reg Gr | 24.21 |
| HDFC Multi Cap Fund Gr | 0.0 |
| Axis Multicap Fund Reg Gr | 0.0 |