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
₹90.8685
+0.52%
(19 Aug)
AUM
2,842 Cr
TER
0.94%
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
In beta. Send feedback here.
Compare with other fund
1Y
+4.3%
+2.8%
+1.3%
+0.4%
+0.4%
+0.4%
3Y
+23.8%
+17.2%
+19.5%
+24.3%
+24.3%
+24.3%
5Y
+30.5%
+23.8%
+24.0%
NA
NA
NA
ALL
+16.9%
NA
+14.9%
+19.0%
+19.0%
+19.0%
VOL
18.4%
18.1%
-
15.7%
15.7%
15.7%
TER
0.7%
0.9%
-
0.4%
0.4%
0.4%
AUM
₹45,881 Cr
₹2,842 Cr
-
₹18,854 Cr
₹18,854 Cr
₹18,854 Cr
INFO
0.92
0.00
-
1.21
1.21
1.21
See fund holdings as of 31st Jul
Top holdings
HDFC Bank Ltd
6.1%
ICICI Bank Ltd
4.8%
Treps
4.1%
Kotak Mahindra Bank Ltd
3.9%
Larsen & Toubro Ltd
3.6%
Reliance Industries Ltd
3.4%
Bharti Airtel Ltd
2.5%
Affle 3i Ltd
2.3%
Amber Enterprises India Ltd Ordinary Shares
2.1%
JK Cement Ltd
2.1%
Top industry exposure
Financial Services
25.3%
Industrials
17.4%
Consumer Cyclical
13.0%
Basic Materials
6.9%
Healthcare
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