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 | 0.37 | 11.81 | 10.78 |
| NIFTY500 MULTICAP 50:25:25 TRI | 0.13 | 11.78 | 11.84 |
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
392.3225
Last change
4.13 (1.0527%)
Fund Size (AUM)
₹ 3,069.63 Cr
Performance
14.97% (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
Rohit Seksaria, Shalav Saket
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.04 |
| RELIANCE INDUSTRIES LIMITED EQ | 2.85 |
| TREPS | 2.74 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 2.72 |
| Kotak Mahindra Bank Limited | 2.68 |
| KIRLOSKAR OIL ENGINES LIMITED EQ | 2.54 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 2.35 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.18 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 2.0 |
| Coforge Limited | 2.0 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 29.11 |
| Capital Goods | 11.7 |
| Healthcare | 7.97 |
| Information Technology | 6.19 |
| Automobile and Auto Components | 5.59 |
| Consumer Services | 5.5 |
| Oil, Gas & Consumable Fuels | 4.66 |
| Services | 4.65 |
| Consumer Durables | 4.65 |
| Telecommunication | 3.26 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Multi Cap Fund Gr | 10.78 |
| Groww MultiCap Fund Reg Gr | 0.0 |
| TrustMF Multi Cap Fund Reg Plan Gr | 0.0 |
| Mahindra Manulife Multi Cap Fund Reg Gr | 14.31 |
| Bank Of India Multi Cap Fund Reg Gr | 0.0 |
| ITI Multi Cap Reg Gr | 12.26 |
| Bajaj Finserv Multi Cap Fund Reg Gr | 0.0 |
| Union MultiCap Fund Reg Gr | 0.0 |
| Axis MultiCap Fund Reg Gr | 0.0 |
| ABSL Multi-Cap Fund Reg Gr | 11.76 |
