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
₹87.3864
+0.39%
(19 Nov)
AUM
2,928 Cr
TER
0.94%
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
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+11.1%
+11.1%
+11.1%
+10.1%
+9.7%
+7.5%
3Y
+25.3%
+25.3%
+25.3%
+18.5%
+24.0%
+19.5%
5Y
NA
NA
NA
+21.5%
NA
+22.3%
ALL
+20.2%
+20.2%
+20.2%
NA
+18.3%
+14.8%
VOL
15.4%
15.4%
15.4%
18.0%
13.6%
-
TER
0.4%
0.4%
0.4%
0.9%
0.7%
-
AUM
₹21,541 Cr
₹21,541 Cr
₹21,541 Cr
₹2,928 Cr
₹9,099 Cr
-
INFO
1.32
1.32
1.32
0.00
1.34
-
See fund holdings as of 31st Oct
Top holdings
HDFC Bank Ltd
6.8%
ICICI Bank Ltd
5.0%
Larsen & Toubro Ltd
4.1%
Kotak Mahindra Bank Ltd
3.8%
Bharti Airtel Ltd
3.2%
Reliance Industries Ltd
3.0%
Treps
2.4%
Indian Bank
2.2%
Mahindra & Mahindra Financial Services Ltd
2.2%
DCB Bank Ltd
2.1%
Top industry exposure
Financial Services
26.6%
Industrials
16.6%
Consumer Cyclical
14.7%
Communication Services
6.6%
Basic Materials
6.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
57%
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

FAQs