Reliabull Wealth Managers Pvt. Ltd.

Sundaram Multi Cap Fund(G)

As on Dec-11-2023 change fund

303.97

3.01 (1.00%)

fund objective

The fund seeks to achieve long-term capital appreciation through investment primarily in equities.

riskometer

Investors understand that their principal will be at very high risk

5-Years History

financial year	2018-2019	2019-2020	2020-2021	2021-2022	2022-2023
NAV in Rs (as on 31-Mar-2023)	143.25	106.05	179.91	236.57	227.66
Net Assets(Rs Crores) (as on 31-Mar-2023)	875.48	517.90	713.65	1795.35	1784.63
Scheme Returns(%)(Absolute)	1.28	-26.30	75.68	30.16	-4.89
B'mark Returns(%)(Absolute)	NA	NA	NA	NA	NA
Category Rank	133/261	151/234	107/218	44/204	20/24

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2023-2024	12.74	8.54	NA	NA
2022-2023	-10.45	12.26	0.22	-4.49
2021-2022	13.22	13.55	4.69	-2.30
2020-2021	17.39	9.69	21.22	8.69
2019-2020	-0.44	-4.69	5.89	-26.32

Top 10 holdings

company	(%)
ICICI Bank Ltd.	5.86
HDFC Bank Ltd.	4.59
Reliance Industries Ltd.	4.35
Power Finance Corporation Ltd.	3.31
KSB Ltd.	3.04
NTPC Ltd.	2.89
State Bank Of India	2.84
Suven Pharmaceuticals Ltd.	2.77
Fortis Healthcare Ltd.	2.44
Infosys Ltd.	2.32

Top 10 sectors

sectors	(%)
Bank - Private	10.45
Pharmaceuticals & Drugs	6.51
IT - Software	6.33
Finance - NBFC	5.06
Finance Term Lending	4.82
Auto Ancillary	4.41
Refineries	4.35
Engineering - Industrial Equipments	4.01
Cable	3.75
Diversified	3.24

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

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performance comparision with similar schemes and benchmark

scheme name	investment style	inception date	AUM in Cr.	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
Sundaram Multi Cap Fund(G)	Large-Growth	25-Oct-2000	2,201.48	24.32	24.26	17.87	17.45	15.90
Nippon India Multi Cap Fund(G)	Large-Growth	28-Mar-2005	22,695.37	32.50	32.82	19.64	17.65	18.09
Quant Active Fund(G)	Large-Growth	20-Mar-2001	6,681.34	16.12	28.77	26.11	22.96	19.22
Mahindra Manulife Multi Cap Fund-Reg(G)	Large-Growth	11-May-2017	2,460.70	27.75	27.01	22.32	NA	16.51
ICICI Pru Multicap Fund(G)	Large-Growth	01-Oct-1994	9,515.29	27.62	23.90	17.58	16.98	15.11
Baroda BNP Paribas Multi Cap Fund-Reg(G)	Large-Growth	12-Sep-2003	2,022.13	23.99	23.49	19.74	15.53	16.44
Invesco India Multicap Fund(G)	Large-Growth	17-Mar-2008	2,894.78	24.94	22.58	17.90	18.40	15.87
ITI Multi-Cap Fund-Reg(G)	Large-Growth	15-May-2019	723.83	30.88	18.86	NA	NA	14.95
HDFC Multi Cap Fund-Reg(G)	Large-Growth	10-Dec-2021	10,000.32	33.32	NA	NA	NA	22.38
Kotak Multicap Fund-Reg(G)	Large-Growth	29-Sep-2021	7,080.30	31.86	NA	NA	NA	17.91
Axis Multicap Fund-Reg(G)	Large-Growth	17-Dec-2021	4,622.26	27.82	NA	NA	NA	13.74
LIC MF Multi Cap Fund-Reg(G)	Large-Growth	31-Oct-2022	752.12	24.51	NA	NA	NA	23.45
Aditya Birla SL Multi-Cap Fund-Reg(G)	Large-Growth	07-May-2021	4,687.95	22.36	NA	NA	NA	18.50
Bandhan Multi Cap Fund-Reg(G)	Large-Growth	02-Dec-2021	1,666.53	22.15	NA	NA	NA	15.77
SBI Multicap Fund-Reg(G)	Large-Growth	08-Mar-2022	13,806.96	18.80	NA	NA	NA	15.40
Tata Multicap Fund-Reg(G)	Large-Growth	02-Feb-2023	2,626.62	NA	NA	NA	NA	24.31
Mirae Asset Multicap Fund-Reg(G)	Large-Growth	21-Aug-2023	1,954.30	NA	NA	NA	NA	11.86
Canara Rob Multi Cap Fund-Reg(G)	Large-Growth	28-Jul-2023	1,869.27	NA	NA	NA	NA	12.80
HSBC Multi Cap Fund-Reg(G)	Large-Growth	30-Jan-2023	2,038.85	NA	NA	NA	NA	41.64
WOC Multi Cap Fund-Reg(G)	Large-Growth	22-Sep-2023	518.50	NA	NA	NA	NA	10.57
Union Multicap Fund-Reg(G)	Large-Growth	19-Dec-2022	689.65	NA	NA	NA	NA	27.80
Bank of India Multi Cap Fund-Reg(G)	Large-Growth	03-Mar-2023	345.04	NA	NA	NA	NA	39.20
Edelweiss Multi Cap Fund-Reg(G)	Large-Growth	25-Oct-2023	1,160.90	NA	NA	NA	NA	13.09

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