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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:
₹ 2,807.3 Cr
Expense Ratio
1.96%
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 Income Distribution Cum Capital Withdrawal Option (IDCW) | 1.02 | 16.18 | 15.2 |
| NIFTY500 MULTICAP 50:25:25 TRI | -0.61 | 15.3 | 14.2 |
Asset Allocation
Equity
Debt
Others
Overview
NAV
62.1852
Last change
0.16 (0.2575%)
Fund Size (AUM)
₹ 2,807.3 Cr
Performance
11.24% (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/- | 4.77 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.03 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.34 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.15 |
| RELIANCE INDUSTRIES LIMITED EQ | 3.06 |
| Kotak Mahindra Bank Limited | 2.51 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.42 |
| KIRLOSKAR OIL ENGINES LIMITED EQ | 2.38 |
| TREPS | 2.02 |
| SUNDARAM CLAYTON LIMITED EQ NEW FV RS.5/- | 1.9 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 29.28 |
| Capital Goods | 9.42 |
| Healthcare | 7.95 |
| Information Technology | 6.9 |
| Automobile and Auto Components | 6.73 |
| Consumer Services | 5.48 |
| Oil, Gas & Consumable Fuels | 5.19 |
| Construction | 3.34 |
| Fast Moving Consumer Goods | 3.29 |
| Telecommunication | 3.15 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Multi Cap Fund IDCW | 15.2 |