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

Sundaram Mutual Fund Multi Cap Fund As of 2026-06-30
Holdings
77
Well diversified
Top 10 weight
27%
Concentration
Strategy data
N/A
Not reported
Equity
97%
Asset allocation

Portfolio

34Sectors 0Large positions 16.5%Top: Banks 3.0%Cash

Market-cap allocation

Large cap38%
Mid cap28%
Small cap29%

Asset allocation

Equity97%
Cash3%

Top holdings

Holdings appear once portfolio data is connected.

AI Smart summary

Portfolio read

  • 97% equity, 3% cash.
  • 77 disclosed positions across 34 classified equity sectors.
  • Largest equity sector is Banks at 16.5% of the portfolio.
  • Top 10 positions account for 27%, 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 Fund188 holdings · 26% top 10
ICICI Prudential Multicap Fund163 holdings · 25% top 10
HDFC Multi Cap Fund124 holdings · 24% top 10
Edelweiss Multi Cap Fund109 holdings · 25% top 10
Edelweiss Multi Cap Fund108 holdings · 25% top 10

Sector exposure

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

Banks16.5%
Finance7.6%
Industrial Products4.8%
Auto Components4.3%
Petroleum Products4.2%
Healthcare Services4.1%
It - Software4.0%
Pharmaceuticals & Biotechnology3.9%
Electrical Equipment3.9%
Construction3.2%
Telecom - Services3.1%
Financial Technology (Fintech)2.9%
Consumer Durables2.9%
Transport Infrastructure2.8%
Other 20 sectors28.7%