Sundaram Multi Cap Half Yearly IDCW Payout Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Multi Cap Half Yearly IDCW Payout Direct Plan

NAV
₹84.6375
-1.42%
(1 Apr)
AUM
2,417 Cr
TER
1.07%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+10.7%
+10.4%
+7.9%
+6.1%
+6.1%
+6.1%
3Y
+14.8%
+22.4%
+16.9%
+23.0%
+23.0%
+23.0%
5Y
+28.0%
+33.5%
+28.8%
NA
NA
NA
ALL
NA
+16.5%
+15.8%
+18.3%
+18.3%
+18.3%
VOL
18.2%
18.5%
-
15.7%
15.7%
15.7%
TER
1.1%
0.8%
-
0.5%
0.5%
0.5%
AUM
₹2,417 Cr
₹35,353 Cr
-
₹14,374 Cr
₹14,374 Cr
₹14,374 Cr
INFO
0.00
0.89
-
1.16
1.16
1.16
See fund holdings as of 28th Feb
Top holdings
HDFC Bank Ltd
5.6%
Treps
5.0%
ICICI Bank Ltd
4.5%
Reliance Industries Ltd
4.2%
Larsen & Toubro Ltd
3.4%
Axis Bank Ltd
3.2%
Kotak Mahindra Bank Ltd
3.1%
Indian Bank
2.5%
Infosys Ltd
2.5%
Bharti Airtel Ltd
2.3%
Top industry exposure
Financial Services
21.4%
Industrials
19.0%
Consumer Cyclical
14.3%
Technology
7.6%
Energy
7.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
64%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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(s)
Ratish Varier
Sudhir Kedia

FAQs