Sundaram Multi Cap Fund Growth Option
Category: Equity: Multi Cap
Launch Date: 01-01-2013
AUM:
3,069.63 Cr
Expense Ratio
2.34%
Benchmark
Nifty500 Multicap 50:25:25 TRI
ISIN
INF173K01940
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Rohit Seksaria, Shalav Saket
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Multi Cap Fund Growth Option | -2.69 | 10.02 | 9.59 |
| NIFTY500 MULTICAP 50:25:25 TRI | -1.49 | 10.56 | 10.78 |
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
371.2852
Last change
-5.19 (-1.3983%)
Fund Size (AUM)
₹ 3,069.63 Cr
Performance
14.71% (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
Rohit Seksaria, Shalav Saket
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.03 |
| Kotak Mahindra Bank Limited | 2.8 |
| RELIANCE INDUSTRIES LIMITED EQ | 2.7 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 2.67 |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 2.64 |
| TREPS | 2.53 |
| KIRLOSKAR OIL ENGINES LIMITED EQ | 2.37 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 2.24 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 2.17 |
| ZOMATO LIMITED EQ | 2.1 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 29.86 |
| Capital Goods | 12.0 |
| Healthcare | 7.8 |
| Automobile and Auto Components | 6.57 |
| Information Technology | 6.37 |
| Consumer Services | 5.44 |
| Services | 4.76 |
| Consumer Durables | 4.59 |
| Oil, Gas & Consumable Fuels | 4.36 |
| Construction | 3.03 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Multi Cap Fund Gr | 9.59 |