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
₹84.3685
-0.15%
(28 Jan)
AUM
2,772 Cr
TER
0.9%
Risk
Very High Risk
Rating
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+14.3%
+14.3%
+14.3%
+13.7%
+11.6%
+10.2%
3Y
+23.2%
+23.2%
+23.2%
+21.8%
+17.2%
+14.0%
5Y
NA
NA
NA
+22.1%
+19.9%
+19.8%
ALL
+19.7%
+19.7%
+19.7%
+16.4%
+15.5%
NA
VOL
15.6%
15.6%
15.6%
18.4%
-
18.2%
TER
0.4%
0.4%
0.4%
0.7%
-
0.9%
AUM
₹16,065 Cr
₹16,065 Cr
₹16,065 Cr
₹39,385 Cr
-
₹2,772 Cr
INFO
1.26
1.26
1.26
0.89
-
0.00
See fund holdings as of 31st Dec
Top holdings
Treps
5.0%
HDFC Bank Ltd
4.8%
ICICI Bank Ltd
3.9%
Reliance Industries Ltd
3.8%
Larsen & Toubro Ltd
3.4%
Infosys Ltd
2.9%
Lupin Ltd
2.6%
Blue Star Ltd
2.6%
Kotak Mahindra Bank Ltd
2.5%
Affle India Ltd
2.4%
Top industry exposure
Financial Services
19.1%
Consumer Cyclical
16.7%
Industrials
16.3%
Technology
9.4%
Healthcare
8.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
67%
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