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
₹77.7562
+0.70%
(17 Mar)
AUM
2,827 Cr
TER
0.89%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below 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
+14.6%
+14.6%
+14.6%
+7.8%
+7.4%
+6.3%
3Y
+23.2%
+23.2%
+23.2%
+22.4%
+17.7%
+16.6%
5Y
NA
NA
NA
NA
+15.2%
+15.1%
ALL
+16.1%
+16.1%
+16.1%
+13.9%
+12.6%
NA
VOL
15.4%
15.4%
15.4%
13.7%
-
17.9%
TER
0.5%
0.5%
0.5%
0.7%
-
0.9%
AUM
₹23,886 Cr
₹23,886 Cr
₹23,886 Cr
₹9,361 Cr
-
₹2,827 Cr
INFO
1.04
1.04
1.04
1.02
-
0.00
See fund holdings as of 28th Feb
Top holdings
HDFC Bank Ltd
6.4%
ICICI Bank Ltd
5.4%
Larsen & Toubro Ltd
4.0%
Kotak Mahindra Bank Ltd
3.9%
Bharti Airtel Ltd
3.2%
Reliance Industries Ltd
2.9%
Mahindra & Mahindra Financial Services Ltd
2.6%
Treps
2.4%
TVS Holdings Ltd
2.1%
Mahindra & Mahindra Ltd
2.0%
Top industry exposure
Financial Services
26.5%
Industrials
19.1%
Consumer Cyclical
14.8%
Consumer Defensive
6.2%
Communication Services
6.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
45%
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)
S. Bharath
Shalav Saket

FAQs