₹ 2,725.78 Cr
1.98%
Nifty 500 Multicap 50:25:25 TRI
INF173K01940
100.0
100.0
250
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 | 41.57 | 20.0 | 21.26 |
NIFTY500 MULTICAP 50:25:25 TRI | 43.27 | 22.18 | 24.85 |
Equity
Debt
Others
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.
Company | Holdings (%) |
---|---|
Reliance Industries Ltd | 6.39 |
HDFC Bank Ltd | 4.61 |
TREPS | 4.01 |
Power Finance Corporation Ltd | 3.01 |
Larsen & Toubro Ltd | 3.0 |
Axis Bank Ltd | 2.96 |
KSB LTD | 2.9 |
TVS Holdings Ltd | 2.78 |
NTPC LTD | 2.71 |
Indian Bank | 2.68 |
Sector | Holdings (%) |
---|---|
Banks | 13.46 |
Finance | 10.24 |
Consumer Durables | 8.57 |
Industrial Products | 7.69 |
Petroleum Products | 7.34 |
IT - Software | 6.01 |
Auto Components | 5.95 |
N/A | 4.61 |
Pharmaceuticals & Biotechnology | 4.56 |
Leisure Services | 3.53 |
Scheme Name | 5Y (%) |
---|---|
Sundaram Multi Cap Fund Gr | 21.26 |
HSBC Multi Cap Fund Reg Gr | 0.0 |
Kotak Multicap Fund Reg Gr | 0.0 |
Axis Multicap Fund Reg Gr | 0.0 |
ITI Multi Cap Reg Gr | 19.38 |
Bank of India Multi Cap Fund Reg Gr | 0.0 |
LIC MF Multi Cap Fund Reg Gr | 0.0 |
Quant Active Fund Gr | 32.37 |
HDFC Multi Cap Fund Gr | 0.0 |
Nippon India Multi Cap Gr Gr | 25.64 |