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
₹90.9138
+0.21%
(3 Jul)
AUM
2,773 Cr
TER
0.95%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above 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
+4.3%
+4.3%
+3.4%
+3.4%
+3.4%
+3.2%
3Y
+25.0%
+22.9%
+30.9%
+30.9%
+30.9%
+29.7%
5Y
+26.5%
+25.7%
NA
NA
NA
+32.8%
ALL
+15.8%
NA
+20.5%
+20.5%
+20.5%
+17.1%
VOL
-
18.1%
15.8%
15.8%
15.8%
18.5%
TER
-
0.9%
0.4%
0.4%
0.4%
0.7%
AUM
-
₹2,773 Cr
₹17,943 Cr
₹17,943 Cr
₹17,943 Cr
₹43,483 Cr
INFO
-
0.00
1.30
1.30
1.30
0.93
See fund holdings as of 31st May
Top holdings
HDFC Bank Ltd
5.4%
ICICI Bank Ltd
4.8%
Reliance Industries Ltd
4.0%
Treps
3.7%
Larsen & Toubro Ltd
3.5%
Axis Bank Ltd
3.3%
Kotak Mahindra Bank Ltd
3.2%
Bharti Airtel Ltd
2.5%
Affle 3i Ltd
2.3%
Indian Bank
2.2%
Top industry exposure
Financial Services
22.1%
Industrials
17.9%
Consumer Cyclical
13.3%
Technology
7.7%
Energy
7.3%
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