Sundaram Multi Cap Fund Growth Option
Sundaram Multi Cap Fund Growth Option
Category: Equity: Multi Cap
Launch Date: 01-01-2013
AUM:
₹ 2,914.87 Cr
Expense Ratio
2.44%
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 Growth Option | 0.41 | 13.59 | 12.57 |
| NIFTY500 MULTICAP 50:25:25 TRI | 1.68 | 14.67 | 14.25 |
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
387.4262
Last change
0.88 (0.2273%)
Fund Size (AUM)
₹ 2,914.87 Cr
Performance
15.02% (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/- | 4.77 |
| 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 Gr | 12.57 |
| Groww MultiCap Fund Reg Gr | 0.0 |
| Bank Of India Multi Cap Fund Reg Gr | 0.0 |
| Union MultiCap Fund Reg Gr | 0.0 |
| Tata MultiCap Fund Reg Gr | 0.0 |
| ITI Multi Cap Reg Gr | 12.54 |
| LIC MF Multi Cap Fund Reg Gr | 0.0 |
| ICICI Pru Multi Cap Gr | 15.83 |
| Kotak MultiCap Fund Reg Gr | 0.0 |
| WhiteOak Capital Multi Cap Fund Reg Gr | 0.0 |
