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
₹90.0101
-1.17%
(25 Jul)
AUM
2,853 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
+3.7%
+3.3%
+2.6%
-0.1%
-0.1%
-0.1%
3Y
+26.1%
+19.8%
+21.5%
+26.6%
+26.6%
+26.6%
5Y
+31.9%
+24.4%
+25.1%
NA
NA
NA
ALL
+17.0%
NA
+15.2%
+19.6%
+19.6%
+19.6%
VOL
18.4%
18.1%
-
15.7%
15.7%
15.7%
TER
0.7%
0.9%
-
0.4%
0.4%
0.4%
AUM
₹45,366 Cr
₹2,853 Cr
-
₹18,904 Cr
₹18,904 Cr
₹18,904 Cr
INFO
0.92
0.00
-
1.24
1.24
1.24
See fund holdings as of 30th Jun
Top holdings
HDFC Bank Ltd
6.0%
ICICI Bank Ltd
4.7%
Reliance Industries Ltd
4.2%
Kotak Mahindra Bank Ltd
3.5%
Larsen & Toubro Ltd
3.4%
Axis Bank Ltd
3.4%
Bharti Airtel Ltd
2.6%
Affle 3i Ltd
2.5%
Indian Bank
2.0%
Infosys Ltd
2.0%
Top industry exposure
Financial Services
26.1%
Industrials
17.3%
Consumer Cyclical
13.3%
Energy
7.4%
Technology
6.7%
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