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
₹92.4783
+0.82%
(16 Sep)
AUM
2,810 Cr
TER
0.94%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+1.0%
-0.3%
-1.7%
-1.9%
-1.9%
-1.9%
3Y
+22.7%
+16.5%
+18.1%
+23.4%
+23.4%
+23.4%
5Y
NA
+23.5%
+23.8%
NA
NA
NA
ALL
+18.6%
NA
+14.6%
+19.6%
+19.6%
+19.6%
VOL
13.8%
18.0%
-
15.6%
15.6%
15.6%
TER
0.7%
0.9%
-
0.4%
0.4%
0.4%
AUM
₹8,329 Cr
₹2,810 Cr
-
₹19,227 Cr
₹19,227 Cr
₹19,227 Cr
INFO
1.35
0.00
-
1.26
1.26
1.26
See fund holdings as of 31st Aug
Top holdings
HDFC Bank Ltd
6.6%
Treps
5.8%
ICICI Bank Ltd
4.8%
Kotak Mahindra Bank Ltd
4.0%
Larsen & Toubro Ltd
3.6%
Reliance Industries Ltd
3.3%
Bharti Airtel Ltd
2.5%
Affle 3i Ltd
2.1%
Fortis Healthcare Ltd
2.1%
Jubilant Foodworks Ltd
2.1%
Top industry exposure
Financial Services
23.5%
Industrials
17.6%
Consumer Cyclical
12.6%
Healthcare
7.1%
Basic Materials
6.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
55%
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