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Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option

Category: Equity: Multi Cap Launch Date: 05-01-2013
AUM:

₹ 2,566.75 Cr

Expense Ratio

1.98%

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 43.94 20.42 20.37
NIFTY500 MULTICAP 50:25:25 TRI 46.82 23.08 24.02
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
372.9248
Last change
0.16 (0.0424%)
Fund Size (AUM)
₹ 2,566.75 Cr
Performance
16.21% (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 (%)
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 Allocation

Sector Holdings (%)
Banks 13.46
Finance 10.24
Consumer Durables 8.57
Industrial Products 7.69
Petroleum Products 7.34
N/A 6.38
It - Software 6.01
Auto Components 5.95
Leisure Services 3.53
Pharmaceuticals & Biotechnology 3.1