Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option
Category: Equity: Multi Cap
Launch Date: 05-01-2013
AUM:
₹ 2,758.72 Cr
Expense Ratio
1.99%
Benchmark
Nifty 500 Multicap 50:25:25 TRI
ISIN
INF173K01940
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)-Growth Option | 28.35 | 16.75 | 20.51 |
| NIFTY500 MULTICAP 50:25:25 TRI | 29.08 | 18.97 | 23.42 |
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
378.2794
Last change
2.88 (0.7604%)
Fund Size (AUM)
₹ 2,758.72 Cr
Performance
15.99% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
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.
Fund Manager
Ratish Varier, Sudhir Kedia, Rohit Seksaria
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC Bank Ltd | 4.7 |
| Reliance Industries Ltd | 4.34 |
| Larsen & Toubro Ltd | 3.63 |
| ICICI Bank Ltd | 3.39 |
| TREPS | 3.08 |
| Indian Bank | 2.88 |
| Infosys Ltd | 2.71 |
| NTPC LTD | 2.65 |
| Lupin Ltd | 2.47 |
| Kotak Mahindra Bank Ltd | 2.46 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Banks | 15.86 |
| Consumer Durables | 8.54 |
| Finance | 7.12 |
| Industrial Products | 6.44 |
| IT - Software | 6.23 |
| Petroleum Products | 5.47 |
| Pharmaceuticals & Biotechnology | 5.2 |
| Auto Components | 4.04 |
| Leisure Services | 3.88 |
| Construction | 3.63 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Multi Cap Fund Gr | 20.51 |
| Axis Multicap Fund Reg Gr | 0.0 |
| Kotak Multicap Fund Reg Gr | 0.0 |
| LIC MF Multi Cap Fund Reg Gr | 0.0 |
| Baroda BNP Paribas Multi Cap Plan A Gr | 24.65 |
| Edelweiss Multi Cap Fund Reg Gr | 0.0 |
| Invesco India Multi Cap Gr | 23.13 |
| WhiteOak Capital Multi Cap Fund Reg Gr | 0.0 |
| HSBC Multi Cap Fund Reg Gr | 0.0 |
| Nippon India Multi Cap Gr Gr | 25.11 |