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Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)

Sundaram Mutual Fund Multi Cap Fund As of 2026-07-31
Holdings
78
Well diversified
Top 10 weight
25%
Concentration
Strategy data
N/A
Not reported
Equity
97%
Asset allocation

Portfolio

33Sectors 0Large positions 14.9%Top: Banks 0.0%Cash

Market-cap allocation

Large cap35%
Mid cap30%
Small cap31%

Asset allocation

Equity97%

Top holdings

TREPSDERIVATIVE
2.7%
2.7%
2.0%

AI Smart summary

Portfolio read

  • 97% equity.
  • 78 disclosed positions across 33 classified equity sectors.
  • Largest equity sector is Banks at 14.9% of the portfolio.
  • Top 10 positions account for 25%, indicating relatively distributed position weights.

Watchpoints

  • No threshold-based concentration or allocation warning was triggered by the available portfolio data.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in Multi Cap Fund.

WhiteOak Capital Multi Cap Fund205 holdings · 24% top 10
ICICI Prudential Multicap Fund166 holdings · 24% top 10 · 73% AS
HDFC Multicap Fund124 holdings · 24% top 10 · 58% AS
Nippon India Multicap Fund115 holdings · 31% top 10 · 65% AS
Axis Multicap Fund112 holdings · 24% top 10 · 52% AS
Canara Robeco Multi Cap Fund111 holdings · 25% top 10 · 56% AS

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Banks14.9%
Other 19 sectors27.7%