Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option
Category: Equity: Multi Cap
Launch Date: 01-01-2013
AUM:
2,826.86 Cr
Expense Ratio
2.0%
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. Bharath S, 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 | 5.06 | 16.55 | 14.89 |
| NIFTY500 MULTICAP 50:25:25 TRI | 7.59 | 18.87 | 16.37 |
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
369.5734
Last change
3.38 (0.9152%)
Fund Size (AUM)
₹ 2,826.86 Cr
Performance
14.97% (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. Bharath S, FM2 - Mr. Shalav Saket(Overseas Securities)
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 6.38 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.36 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 4.02 |
| Kotak Mahindra Bank Limited | 3.91 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.21 |
| RELIANCE INDUSTRIES LIMITED EQ | 2.92 |
| MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/- | 2.55 |
| TREPS | 2.37 |
| SUNDARAM CLAYTON LIMITED EQ NEW FV RS.5/- | 2.11 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.03 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 28.58 |
| Capital Goods | 11.21 |
| Automobile and Auto Components | 7.36 |
| Information Technology | 6.66 |
| Fast Moving Consumer Goods | 6.2 |
| Healthcare | 6.02 |
| Consumer Services | 5.13 |
| Oil, Gas & Consumable Fuels | 4.72 |
| Construction | 4.02 |
| Consumer Durables | 3.95 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Multi Cap Fund Gr | 14.89 |
| Groww Multicap Fund Reg Gr | 0.0 |
| Bank of India Multi Cap Fund Reg Gr | 0.0 |
| Tata Multicap Fund Reg Gr | 0.0 |
| ITI Multi Cap Reg Gr | 13.27 |
| Mahindra Manulife Multi Cap Fund Reg Gr | 18.46 |
| Kotak Multicap Fund Reg Gr | 0.0 |
| WhiteOak Capital Multi Cap Fund Reg Gr | 0.0 |
| Union Multicap Fund Reg Gr | 0.0 |
| HSBC Multi Cap Fund Reg Gr | 0.0 |