Search
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) | 0.69 | 16.9 | 17.11 |
| NIFTY500 MULTICAP 50:25:25 TRI | 1.68 | 16.83 | 15.62 |
Asset Allocation
Equity
Debt
Others
Overview
NAV
59.7009
Last change
-0.16 (-0.2663%)
Fund Size (AUM)
₹ 2,806.71 Cr
Performance
11.12% (Inception)
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
Overview
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.88 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.3 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.55 |
| RELIANCE INDUSTRIES LIMITED EQ | 3.46 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.41 |
| Kotak Mahindra Bank Limited | 3.36 |
| TREPS | 2.23 |
| MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/- | 2.19 |
| SUNDARAM CLAYTON LIMITED EQ NEW FV RS.5/- | 2.18 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.08 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 26.2 |
| Capital Goods | 10.78 |
| Information Technology | 7.16 |
| Automobile and Auto Components | 6.82 |
| Healthcare | 6.79 |
| Fast Moving Consumer Goods | 5.85 |
| Oil, Gas & Consumable Fuels | 5.0 |
| Consumer Services | 4.81 |
| Consumer Durables | 3.81 |
| Construction | 3.55 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Multi Cap Fund IDCW | 17.11 |
| Groww Multicap Fund Reg Gr | 0.0 |
| Bank of India Multi Cap Fund Reg Gr | 0.0 |
| Tata Multicap Fund Reg Gr | 0.0 |
| ITI Multi Cap Reg Gr | 12.82 |
| Mahindra Manulife Multi Cap Fund Reg Gr | 17.55 |
| Union Multicap Fund Reg Gr | 0.0 |
| Kotak Multicap Fund Reg Gr | 0.0 |
| ICICI Pru Multi Cap Gr | 17.64 |
| HSBC Multi Cap Fund Reg Gr | 0.0 |