Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option
Category: Equity: Multi Cap
Launch Date: 01-01-2013
AUM:
₹ 2,615.29 Cr
Expense Ratio
2.01%
Benchmark
NIFTY500 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 | 6.85 | 15.0 | 24.93 |
| NIFTY500 MULTICAP 50:25:25 TRI | 7.42 | 17.07 | 29.17 |
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
353.3206
Last change
-4.64 (-1.3126%)
Fund Size (AUM)
₹ 2,615.29 Cr
Performance
15.4% (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 LIMITED EQ NEW FV RE. 1/- | 5.41 |
| TREPS | 5.01 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.66 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.08 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.43 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.25 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 3.25 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.46 |
| AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/- | 2.3 |
| INDIAN BANK EQ | 2.26 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 23.07 |
| Capital Goods | 11.53 |
| Information Technology | 8.3 |
| Consumer Durables | 7.31 |
| Oil, Gas & Consumable Fuels | 7.31 |
| Healthcare | 7.03 |
| Automobile and Auto Components | 5.75 |
| Consumer Services | 5.68 |
| N/A | 5.21 |
| Fast Moving Consumer Goods | 4.66 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Multi Cap Fund Gr | 24.93 |
| SBI Multicap Fund Reg Gr | 0.0 |
| WhiteOak Capital Multi Cap Fund Reg Gr | 0.0 |
| Axis Multicap Fund Reg Gr | 0.0 |
| LIC MF Multi Cap Fund Reg Gr | 0.0 |
| Invesco India Multi Cap Gr | 25.51 |
| Edelweiss Multi Cap Fund Reg Gr | 0.0 |
| Canara Robeco Multi Cap Fund Reg Gr | 0.0 |
| ICICI Pru Multi Cap Gr | 27.81 |
| Mirae Asset Multicap Fund Reg Gr | 0.0 |