Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option
Category: Equity: Multi Cap
Launch Date: 05-01-2013
AUM:
₹ 2,374.04 Cr
Expense Ratio
2.01%
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 | 38.55 | 20.44 | 17.52 |
| NIFTY500 MULTICAP 50:25:25 TRI | 43.88 | 22.2 | 20.88 |
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
330.4119
Last change
-3.3 (-0.9976%)
Fund Size (AUM)
₹ 2,374.04 Cr
Performance
15.75% (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. | 5.2 |
| ICICI Bank Ltd. | 4.48 |
| HDFC Bank Ltd. | 4.16 |
| Axis Bank Ltd. | 3.24 |
| Power Finance Corporation Ltd. | 3.19 |
| Others | 3.06 |
| KSB Ltd. | 2.98 |
| Indian Bank | 2.78 |
| NTPC Ltd. | 2.77 |
| Sun Pharmaceutical Industries Ltd. | 2.53 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 24.07 |
| Energy | 8.91 |
| Services | 8.82 |
| Capital Goods | 8.69 |
| Automobile | 7.03 |
| Technology | 6.92 |
| Healthcare | 6.91 |
| Consumer Discretionary | 5.78 |
| Materials | 5.02 |
| Consumer Staples | 4.51 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Multi Cap Fund Gr | 17.52 |
| HSBC Multi Cap Fund Reg Gr | 0.0 |
| Kotak Multicap Fund Reg Gr | 0.0 |
| Nippon India Multi Cap Gr Gr | 21.84 |
| ITI Multi Cap Reg Gr | 0.0 |
| Mahindra Manulife Multi Cap Fund Reg Gr | 23.69 |
| Quant Active Fund Gr | 29.42 |
| Bank of India Multi Cap Fund Reg Gr | 0.0 |
| Axis Multicap Fund Reg Gr | 0.0 |
| HDFC Multi Cap Fund Gr | 0.0 |