Sundaram Multi Cap Fund Growth Option
Category: Equity: Multi Cap
Launch Date: 01-01-2013
AUM:
₹ 2,807.3 Cr
Expense Ratio
1.96%
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 | 2.71 | 14.49 | 13.1 |
| NIFTY500 MULTICAP 50:25:25 TRI | 4.24 | 16.09 | 14.59 |
Asset Allocation
Equity
Debt
Others
Overview
NAV
379.7288
Last change
-0.57 (-0.1512%)
Fund Size (AUM)
₹ 2,807.3 Cr
Performance
14.98% (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/- | 4.95 |
| TREPS | 4.84 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.05 |
| RELIANCE INDUSTRIES LIMITED EQ | 3.31 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.29 |
| Kotak Mahindra Bank Limited | 3.28 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.25 |
| MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/- | 2.13 |
| KIRLOSKAR OIL ENGINES LIMITED EQ | 2.09 |
| SUNDARAM CLAYTON LIMITED EQ NEW FV RS.5/- | 2.0 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 25.96 |
| Capital Goods | 11.13 |
| Healthcare | 7.18 |
| Automobile and Auto Components | 6.89 |
| Information Technology | 6.73 |
| Fast Moving Consumer Goods | 5.76 |
| Oil, Gas & Consumable Fuels | 5.21 |
| Consumer Services | 4.44 |
| Construction | 3.29 |
| Telecommunication | 3.25 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Multi Cap Fund Gr | 13.1 |