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
₹84.8103
-1.13%
(9 Jan)
AUM
2,908 Cr
TER
0.93%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
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Compare with other fund
1Y
+7.7%
+7.7%
+7.7%
+4.7%
+3.6%
+2.4%
3Y
+25.0%
+25.0%
+25.0%
+17.9%
+18.5%
+24.3%
5Y
NA
NA
NA
+18.4%
+18.2%
NA
ALL
+19.2%
+19.2%
+19.2%
NA
+13.8%
+17.0%
VOL
15.2%
15.2%
15.2%
17.9%
-
13.5%
TER
0.5%
0.5%
0.5%
0.9%
-
0.7%
AUM
₹22,281 Cr
₹22,281 Cr
₹22,281 Cr
₹2,908 Cr
-
₹9,243 Cr
INFO
1.26
1.26
1.26
0.00
-
1.26
See fund holdings as of 30th Nov
Top holdings
HDFC Bank Ltd
7.0%
ICICI Bank Ltd
5.2%
Larsen & Toubro Ltd
4.2%
Kotak Mahindra Bank Ltd
3.9%
Bharti Airtel Ltd
3.3%
Reliance Industries Ltd
3.2%
Mahindra & Mahindra Financial Services Ltd
2.6%
DCB Bank Ltd
2.5%
KEI Industries Ltd
2.1%
Mahindra & Mahindra Ltd
2.1%
Top industry exposure
Financial Services
27.8%
Industrials
17.5%
Consumer Cyclical
14.7%
Communication Services
6.4%
Basic Materials
6.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
54%
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