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Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option

Category: Equity: Multi Cap Launch Date: 01-01-2013
AUM:

₹ 2,806.71 Cr

Expense Ratio

2.82%

Benchmark

NIFTY500 MULTICAP 50:25:25 TRI

ISIN

INF173K01940

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)-Growth Option -2.54 13.71 12.33
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
363.7791
Last change
0.32 (0.0877%)
Fund Size (AUM)
₹ 2,806.71 Cr
Performance
14.81% (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 Gr 12.33