Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option
Category: Equity: Multi Cap
Launch Date: 01-01-2013
AUM:
₹ 2,907.68 Cr
Expense Ratio
1.98%
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 | 8.44 | 17.25 | 17.0 |
| NIFTY500 MULTICAP 50:25:25 TRI | 10.44 | 18.87 | 18.5 |
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
372.0164
Last change
4.77 (1.2822%)
Fund Size (AUM)
₹ 2,907.68 Cr
Performance
15.13% (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/- | 6.92 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.07 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 4.18 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 4.03 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.27 |
| RELIANCE INDUSTRIES LIMITED EQ | 3.2 |
| MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/- | 2.76 |
| TREPS | 2.4 |
| DCB BANK LIMITED EQ | 2.32 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.05 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 29.99 |
| Capital Goods | 9.32 |
| Information Technology | 6.94 |
| Automobile and Auto Components | 6.84 |
| Consumer Services | 6.39 |
| Fast Moving Consumer Goods | 6.1 |
| Healthcare | 5.6 |
| Oil, Gas & Consumable Fuels | 5.19 |
| Construction | 4.18 |
| Telecommunication | 3.27 |