Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
Category: Equity: Multi Cap
Launch Date: 02-01-2013
AUM:
₹ 2,806.71 Cr
Expense Ratio
2.82%
Benchmark
NIFTY500 MULTICAP 50:25:25 TRI
ISIN
INF173K01957
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 (Formerly Known as Principal Multi Cap Growth Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW) | -0.85 | 15.94 | 15.14 |
| NIFTY500 MULTICAP 50:25:25 TRI | 0.43 | 15.92 | 13.95 |
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
59.546
Last change
0.05 (0.0877%)
Fund Size (AUM)
₹ 2,806.71 Cr
Performance
11.09% (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/- | 4.95 |
| TREPS | 4.84 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.05 |
| RELIANCE INDUSTRIES LIMITED EQ | 3.31 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.29 |
| Kotak Mahindra Bank Limited | 3.28 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.25 |
| MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/- | 2.13 |
| KIRLOSKAR OIL ENGINES LIMITED EQ | 2.09 |
| SUNDARAM CLAYTON LIMITED EQ NEW FV RS.5/- | 2.0 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 25.96 |
| Capital Goods | 11.13 |
| Healthcare | 7.18 |
| Automobile and Auto Components | 6.89 |
| Information Technology | 6.73 |
| Fast Moving Consumer Goods | 5.76 |
| Oil, Gas & Consumable Fuels | 5.21 |
| Consumer Services | 4.44 |
| Construction | 3.29 |
| Telecommunication | 3.25 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Multi Cap Fund IDCW | 15.14 |