Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option
Category: Equity: Multi Cap
Launch Date: 01-01-2013
AUM:
₹ 2,797.61 Cr
Expense Ratio
1.99%
Benchmark
NIFTY500 MULTICAP 50:25:25 TRI
ISIN
INF173K01940
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM1 - Mr. Ratish B. Varier, FM2 - Mr. Shalav Saket(Overseas Securities)
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | 9.57 | 16.05 | 14.2 |
| NIFTY500 MULTICAP 50:25:25 TRI | 12.98 | 18.32 | 15.53 |
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
366.1461
Last change
-3.32 (-0.9068%)
Fund Size (AUM)
₹ 2,797.61 Cr
Performance
15.0% (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
FM1 - Mr. Ratish B. Varier, FM2 - Mr. Shalav Saket(Overseas Securities)
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 6.75 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.32 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.98 |
| Kotak Mahindra Bank Limited | 3.88 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.4 |
| RELIANCE INDUSTRIES LIMITED EQ | 2.96 |
| DCB BANK LIMITED EQ | 2.6 |
| MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/- | 2.59 |
| SUNDARAM CLAYTON LIMITED EQ NEW FV RS.5/- | 2.12 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.07 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 30.45 |
| Capital Goods | 10.23 |
| Automobile and Auto Components | 7.35 |
| Information Technology | 7.09 |
| Fast Moving Consumer Goods | 6.03 |
| Healthcare | 5.98 |
| Consumer Services | 5.43 |
| Oil, Gas & Consumable Fuels | 4.73 |
| Construction | 3.98 |
| Consumer Durables | 3.42 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Multi Cap Fund Gr | 14.2 |
| Groww Multicap Fund Reg Gr | 0.0 |
| Kotak Multicap Fund Reg Gr | 0.0 |
| ITI Multi Cap Reg Gr | 11.87 |
| Mahindra Manulife Multi Cap Fund Reg Gr | 17.48 |
| Bank of India Multi Cap Fund Reg Gr | 0.0 |
| Union Multicap Fund Reg Gr | 0.0 |
| HSBC Multi Cap Fund Reg Gr | 0.0 |
| Tata Multicap Fund Reg Gr | 0.0 |
| Mirae Asset Multicap Fund Reg Gr | 0.0 |