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Sundaram Multi Cap Fund Income Distribution Cum Capital Withdrawal Option (IDCW)
Category: Equity: Multi Cap
Launch Date: 02-01-2013
AUM:
₹ 2,814.69 Cr
Expense Ratio
2.29%
Benchmark
Nifty500 Multicap 50:25:25 TRI
ISIN
INF173K01957
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Rohit Seksaria, Shalav Saket
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Multi Cap Fund Income Distribution Cum Capital Withdrawal Option (IDCW) | -6.57 | 11.07 | 10.17 |
| NIFTY500 MULTICAP 50:25:25 TRI | 1.94 | 12.79 | 11.42 |
Asset Allocation
Equity
Debt
Others
Overview
NAV
59.8433
Last change
-0.16 (-0.2654%)
Fund Size (AUM)
₹ 2,814.69 Cr
Performance
10.91% (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
Rohit Seksaria, Shalav Saket
Riskometer
Very High
Overview
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 2.98 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 2.83 |
| KIRLOSKAR OIL ENGINES LIMITED EQ | 2.75 |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 2.73 |
| RELIANCE INDUSTRIES LIMITED EQ | 2.66 |
| TREPS | 2.61 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 2.6 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 2.5 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 2.18 |
| ZOMATO LIMITED EQ | 2.17 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 28.87 |
| Capital Goods | 12.94 |
| Healthcare | 8.03 |
| Information Technology | 6.15 |
| Automobile and Auto Components | 5.96 |
| Consumer Services | 5.64 |
| Services | 5.48 |
| Oil, Gas & Consumable Fuels | 4.48 |
| Consumer Durables | 4.43 |
| Construction | 2.98 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Multi Cap Fund IDCW | 10.17 |