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:
₹ 2,915.11 Cr
Expense Ratio
1.98%
Benchmark
NIFTY500 MULTICAP 50:25:25 TRI
ISIN
INF173K01957
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
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) | 6.77 | 20.1 | 20.71 |
| NIFTY500 MULTICAP 50:25:25 TRI | 4.25 | 18.6 | 19.37 |
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
63.1847
Last change
-0.14 (-0.2179%)
Fund Size (AUM)
₹ 2,915.11 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
Mr. Ratish B. Varier
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 7.02 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.23 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 4.16 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 3.88 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.26 |
| RELIANCE INDUSTRIES LIMITED EQ | 3.19 |
| MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/- | 2.63 |
| DCB BANK LIMITED EQ | 2.47 |
| KEI INDUSTRIES LIMITED NEW EQ RS. 2/- | 2.1 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.07 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 30.41 |
| Capital Goods | 10.24 |
| Information Technology | 7.01 |
| Automobile and Auto Components | 6.75 |
| Consumer Services | 6.5 |
| Fast Moving Consumer Goods | 6.08 |
| Healthcare | 5.7 |
| Oil, Gas & Consumable Fuels | 5.01 |
| Construction | 4.16 |
| Telecommunication | 3.26 |