₹ 2,497.79 Cr
1.99%
Nifty 500 Multicap 50:25:25 TRI
INF173K01940
100.0
100.0
250
Ratish Varier, Sudhir Kedia, Rohit Seksaria
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | 36.62 | 20.46 | 18.28 |
NIFTY500 MULTICAP 50:25:25 TRI | 41.16 | 21.79 | 21.48 |
Equity
Debt
Others
The fund seeks to achieve long-term capital appreciation through investment primarily in equities. With professional management and diversification provided the AMC, the risk will be considerably lower.
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 | 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 |
Scheme Name | 5Y (%) |
---|---|
Sundaram Multi Cap Fund Gr | 18.28 |
Kotak Multicap Fund Reg Gr | 0.0 |
HSBC Multi Cap Fund Reg Gr | 0.0 |
ITI Multi Cap Reg Gr | 0.0 |
Quant Active Fund Gr | 30.37 |
Nippon India Multi Cap Gr Gr | 22.43 |
Bank of India Multi Cap Fund Reg Gr | 0.0 |
Mahindra Manulife Multi Cap Fund Reg Gr | 23.94 |
HDFC Multi Cap Fund Gr | 0.0 |
ICICI Pru Multi Cap Gr | 19.62 |