Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option
Category: Equity: Multi Cap
Launch Date: 01-01-2013
AUM:
₹ 2,927.98 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
Mr. Ratish B. Varier
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | 9.57 | 17.86 | 20.05 |
| NIFTY500 MULTICAP 50:25:25 TRI | 8.77 | 19.11 | 21.92 |
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
395.4138
Last change
1.13 (0.2856%)
Fund Size (AUM)
₹ 2,927.98 Cr
Performance
15.54% (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
Mr. Ratish B. Varier
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 6.85 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.05 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 4.1 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 3.82 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.17 |
| RELIANCE INDUSTRIES LIMITED EQ | 3.01 |
| TREPS | 2.43 |
| INDIAN BANK EQ | 2.23 |
| MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/- | 2.22 |
| DCB BANK LIMITED EQ | 2.11 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 29.4 |
| Capital Goods | 10.13 |
| Information Technology | 6.76 |
| Consumer Services | 6.74 |
| Automobile and Auto Components | 6.45 |
| Fast Moving Consumer Goods | 6.19 |
| Healthcare | 5.59 |
| Oil, Gas & Consumable Fuels | 4.9 |
| Construction | 4.1 |
| Consumer Durables | 3.38 |