Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option
Category: Equity: Multi Cap
Launch Date: 01-01-2013
AUM:
₹ 2,810.61 Cr
Expense Ratio
1.99%
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. Sudhir Kedia; FM2- Mr. Ratish B. Varier
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | -0.29 | 16.76 | 21.83 |
| NIFTY500 MULTICAP 50:25:25 TRI | -1.73 | 18.9 | 23.59 |
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
390.3252
Last change
1.25 (0.3202%)
Fund Size (AUM)
₹ 2,810.61 Cr
Performance
15.59% (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. Sudhir Kedia; FM2- Mr. Ratish B. Varier
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 6.59 |
| TREPS | 5.78 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.79 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 4.04 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.61 |
| RELIANCE INDUSTRIES LIMITED EQ | 3.35 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.55 |
| AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/- | 2.12 |
| FORTIS HEALTHCARE LIMITED. EQ | 2.12 |
| JUBILANT FOODWORKS LIMITED EQ NEW FV RS. 2/- | 2.11 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 25.22 |
| Capital Goods | 10.71 |
| Information Technology | 8.53 |
| Healthcare | 7.06 |
| Oil, Gas & Consumable Fuels | 6.36 |
| Consumer Services | 5.41 |
| Automobile and Auto Components | 5.11 |
| Fast Moving Consumer Goods | 5.05 |
| Consumer Durables | 3.84 |
| Construction Materials | 3.82 |