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Sundaram Multi Cap Fund - Regular Plan Half Yearly Idcw Payout

Equity Create Wealth

Multi Cap Fund

Category Rank

Rating

It has a relatively higher expense ratio
It holds a large number of poor quality high risk stocks
The scheme is a dividend payout scheme which is usually not recommended since investor miss out on the compounded returns of reinvestment or growth schemes.

Fund

Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes

Time to Invest

NAV

Rs.63.6072 (12/05/2025)

	L 52Wk H
59.23		75.59

Asset Allocation for Sundaram Multi Cap Fund - Regular Plan Half Yearly Idcw Payout Fund Growth

Top 10 Holdings of Sundaram Multi Cap Fund - Regular Plan Half Yearly Idcw Payout

36.83 % of total assets

HDFC Bank Ltd(5.59%)

ICICI Bank Ltd(4.85%)

TREPS(4.83%)

Reliance Industries Ltd(4.42%)

Axis Bank Ltd(3.44%)

Kotak Mahindra Bank Ltd(3.35%)

Larsen & Toubro Ltd(3.33%)

Bharti Airtel Ltd(2.60%)

Affle (India) Ltd(2.22%)

Indian Bank(2.22%)

Detailed Portfolio of Sundaram Multi Cap Fund - Regular Plan Half Yearly Idcw Payout

                    Portfolio Date -30 Apr 2025 

                    Equity Holdings -68 

                    Other Holdings -2 

Equity Holdings
Debt Holdings
Other Holdings

Holdings	% Weight	Value	Sahi Hai/Nahi
HDFC Bank Ltd	5.59%	148.850 Cr
ICICI Bank Ltd	4.85%	128.996 Cr
Reliance Industries Ltd	4.42%	117.565 Cr
Axis Bank Ltd	3.44%	91.537 Cr
Kotak Mahindra Bank Ltd	3.35%	89.158 Cr
Larsen & Toubro Ltd	3.33%	88.564 Cr
Bharti Airtel Ltd	2.60%	69.245 Cr
Affle (India) Ltd	2.22%	59.138 Cr
Indian Bank	2.22%	59.034 Cr
Jubilant Foodworks Ltd	2.21%	58.948 Cr
Jyothy Laboratories Ltd	2.16%	57.420 Cr
Lupin Ltd	2.12%	56.444 Cr
Infosys Ltd	2.06%	54.710 Cr
Amber Enterprises India Ltd	1.85%	49.213 Cr
Marico Ltd	1.79%	47.535 Cr
JK Cement Ltd	1.71%	45.604 Cr
KEI Industries Ltd	1.70%	45.259 Cr
Fortis Health Care Ltd	1.68%	44.736 Cr
Ultratech Cement Ltd	1.68%	44.671 Cr
Hindustan Petroleum Corporation Ltd	1.61%	42.768 Cr
Bharat Electronics Ltd	1.60%	42.483 Cr
Coal India Ltd	1.59%	42.274 Cr
TATA Power Company Ltd	1.58%	42.061 Cr
HCL Technologies Ltd	1.54%	40.901 Cr
Computer Age Management Services Ltd	1.46%	38.754 Cr
TVS Holdings Ltd	1.43%	38.134 Cr
Blue Star Ltd	1.40%	37.327 Cr
Craftsman Automation Ltd	1.34%	35.621 Cr
JB Chemicals & Pharmaceuticals Ltd	1.32%	35.190 Cr
Kajaria Ceramics Ltd	1.24%	33.013 Cr
Chalet Hotels Ltd	1.24%	32.979 Cr
United Breweries Ltd	1.22%	32.539 Cr
Devyani international limited	1.21%	32.096 Cr
Cummins India Ltd	1.18%	31.369 Cr
LIC Housing Finance Ltd	1.16%	30.991 Cr
Mahindra & Mahindra Ltd	1.14%	30.344 Cr
Orient Electric Ltd	1.13%	30.049 Cr
Tega Industries Ltd	1.12%	29.785 Cr
Kirloskar Oil Engines Ltd	1.11%	29.616 Cr
APL Apollo Tubes Ltd	1.11%	29.553 Cr
Metropolis Healthcare Ltd	1.09%	28.934 Cr
SKF India Ltd	1.07%	28.367 Cr
NTPC LTD	1.05%	28.047 Cr
MphasiS Ltd	1.04%	27.548 Cr
Kalyan Jewellers India Ltd	1.03%	27.316 Cr
Hindustan UniLever Ltd	1.00%	26.520 Cr
Dr. Reddys Laboratories Ltd	0.97%	25.802 Cr
Amara Raja Energy & Mobility Ltd	0.95%	25.209 Cr
EID Parry India Ltd	0.90%	23.844 Cr
PI Industries Ltd	0.85%	22.725 Cr
Rate Gain Travel Technologies Ltd	0.85%	22.663 Cr
Tube Investments of India Ltd	0.82%	21.929 Cr
Coforge Ltd	0.69%	18.343 Cr
Siemens Energy India Limited	0.68%	17.971 Cr	-
Ion Exchange (India) Ltd	0.58%	15.310 Cr
Apollo Tyres Ltd	0.52%	13.833 Cr
Finolex Industries Ltd	0.43%	11.336 Cr
Bharat Forge Ltd	0.40%	10.579 Cr
PB Fintech Ltd	0.38%	10.202 Cr
Schaeffler India Ltd	0.29%	7.801 Cr
Chennai Super Kings Ltd @	0.03%	0.791 Cr	-
Crescent Finstock Ltd @	0.01%	0.212 Cr	-
Sangam Health Care Products Ltd @	0.00%	0.000 Cr	-
Virtual Dynamics Software Ltd @	0.00%	0.000 Cr	-
Noble Brothers Impex Ltd @	0.00%	0.000 Cr	-
Balmer Lawrie Freight Containers Ltd @	0.00%	0.000 Cr	-
Mukerian Papers Ltd @	0.00%	0.000 Cr	-
Precision Fasteners Ltd @	0.00%	0.000 Cr	-

Holdings	% Weight	Value	Sahi Hai/Nahi

Holdings	% Weight	Value	Sahi Hai/Nahi
TREPS	4.83%	128.431 Cr	-
Cash and Other Net Current Assets	0.90%	23.826 Cr	-

Insight on the composition of the Sundaram Multi Cap Fund - Regular Plan Half Yearly Idcw Payout

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