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:
₹ 2,772.07 Cr
Expense Ratio
2.0%
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)- Half Yearly Income Distribution CUM Capital Withdrawal Option | 6.71 | 24.48 | 27.87 |
| NIFTY500 MULTICAP 50:25:25 TRI | 4.76 | 24.99 | 28.18 |
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
65.9677
Last change
0.43 (0.6593%)
Fund Size (AUM)
₹ 2,772.07 Cr
Performance
11.61% (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/- | 5.42 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.81 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.05 |
| TREPS | 3.67 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.51 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.32 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 3.25 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.49 |
| AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/- | 2.31 |
| INDIAN BANK EQ | 2.22 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 25.29 |
| Capital Goods | 11.37 |
| Information Technology | 8.55 |
| Oil, Gas & Consumable Fuels | 7.34 |
| Healthcare | 7.07 |
| Consumer Durables | 6.11 |
| Fast Moving Consumer Goods | 5.72 |
| Automobile and Auto Components | 5.15 |
| Consumer Services | 4.51 |
| N/A | 4.27 |