Sundaram Multi Cap Fund Growth Option
Category: Equity: Multi Cap
Launch Date: 01-01-2013
AUM:
2,980.72 Cr
Expense Ratio
2.38%
Benchmark
Nifty500 Multicap 50:25:25 TRI
ISIN
INF173K01940
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Bharath S, Shalav Saket
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Multi Cap Fund Growth Option | 5.63 | 14.39 | 12.42 |
| NIFTY500 MULTICAP 50:25:25 TRI | 6.84 | 14.9 | 13.86 |
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
397.799
Last change
-0.05 (-0.0125%)
Fund Size (AUM)
₹ 2,980.72 Cr
Performance
15.09% (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
Bharath S, Shalav Saket
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.67 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 3.69 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.27 |
| RELIANCE INDUSTRIES LIMITED EQ | 2.89 |
| KIRLOSKAR OIL ENGINES LIMITED EQ | 2.81 |
| TREPS | 2.33 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.09 |
| Kotak Mahindra Bank Limited | 2.03 |
| SUNDARAM CLAYTON LIMITED EQ NEW FV RS.5/- | 1.85 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 1.83 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 29.56 |
| Capital Goods | 12.02 |
| Healthcare | 8.02 |
| Information Technology | 6.31 |
| Automobile and Auto Components | 5.65 |
| Consumer Services | 5.23 |
| Services | 4.67 |
| Oil, Gas & Consumable Fuels | 4.67 |
| Construction | 3.27 |
| Telecommunication | 3.1 |