Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
Category: Equity: Multi Cap
Launch Date: 02-01-2013
AUM:
₹ 2,842.03 Cr
Expense Ratio
1.99%
Benchmark
NIFTY500 MULTICAP 50:25:25 TRI
ISIN
INF173K01957
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM1: Mr. Sudhir Kedia; FM2- Mr. Ratish B. Varier
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW) | 4.49 | 18.61 | 24.97 |
| NIFTY500 MULTICAP 50:25:25 TRI | 0.75 | 18.22 | 24.15 |
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
66.2649
Last change
-0.11 (-0.1696%)
Fund Size (AUM)
₹ 2,842.03 Cr
Performance
11.55% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment 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
Fund Manager
FM1: Mr. Sudhir Kedia; FM2- Mr. Ratish B. Varier
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 6.08 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.81 |
| TREPS | 4.08 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 3.91 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.6 |
| RELIANCE INDUSTRIES LIMITED EQ | 3.39 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.5 |
| AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/- | 2.28 |
| AMBER ENTERPRISES INDIA LIMITED EQ | 2.11 |
| J.K.CEMENT LIMITED EQ | 2.06 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 26.94 |
| Capital Goods | 11.69 |
| Information Technology | 8.37 |
| Healthcare | 6.71 |
| Oil, Gas & Consumable Fuels | 6.55 |
| Consumer Durables | 5.21 |
| Fast Moving Consumer Goods | 4.92 |
| Automobile and Auto Components | 4.51 |
| Consumer Services | 4.35 |
| Construction Materials | 3.71 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Multi Cap Fund IDCW | 24.97 |
| Motilal Oswal Multi Cap Fund Reg Gr | 0.0 |
| WhiteOak Capital Multi Cap Fund Reg Gr | 0.0 |
| SBI Multicap Fund Reg Gr | 0.0 |
| Nippon India Multi Cap Gr Gr | 29.9 |
| Axis Multicap Fund Reg Gr | 0.0 |
| Mirae Asset Multicap Fund Reg Gr | 0.0 |
| Canara Robeco Multi Cap Fund Reg Gr | 0.0 |
| Sundaram Multi Cap Fund Gr | 21.87 |
| Invesco India Multi Cap Gr | 23.14 |