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Sundaram Multi Cap Fund Growth Option
Category: Equity: Multi Cap
Launch Date: 01-01-2013
AUM:
₹ 3,069.63 Cr
Expense Ratio
2.34%
Benchmark
Nifty500 Multicap 50:25:25 TRI
ISIN
INF173K01940
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 Growth Option | -0.2 | 10.6 | 9.95 |
| NIFTY500 MULTICAP 50:25:25 TRI | 0.46 | 10.98 | 11.01 |
Asset Allocation
Equity
Debt
Others
Overview
NAV
376.9661
Last change
-1.44 (-0.3814%)
Fund Size (AUM)
₹ 3,069.63 Cr
Performance
14.78% (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/- | 3.03 |
| Kotak Mahindra Bank Limited | 2.8 |
| RELIANCE INDUSTRIES LIMITED EQ | 2.7 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 2.67 |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 2.64 |
| TREPS | 2.53 |
| KIRLOSKAR OIL ENGINES LIMITED EQ | 2.37 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 2.24 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 2.17 |
| ZOMATO LIMITED EQ | 2.1 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 29.86 |
| Capital Goods | 12.0 |
| Healthcare | 7.8 |
| Automobile and Auto Components | 6.57 |
| Information Technology | 6.37 |
| Consumer Services | 5.44 |
| Services | 4.76 |
| Consumer Durables | 4.59 |
| Oil, Gas & Consumable Fuels | 4.36 |
| Construction | 3.03 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Multi Cap Fund Gr | 9.95 |