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
₹87.1007
-1.29%
(25 Apr)
AUM
2,615 Cr
TER
1.01%
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
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+7.9%
+6.6%
+6.6%
+6.6%
+6.0%
+5.9%
3Y
+16.0%
+24.2%
+24.2%
+24.2%
+18.4%
+23.2%
5Y
+26.9%
NA
NA
NA
+27.5%
+33.0%
ALL
NA
+18.8%
+18.8%
+18.8%
+15.9%
+16.6%
VOL
18.2%
15.9%
15.9%
15.9%
-
18.5%
TER
1.0%
0.5%
0.5%
0.5%
-
0.8%
AUM
₹2,615 Cr
₹15,871 Cr
₹15,871 Cr
₹15,871 Cr
-
₹38,637 Cr
INFO
0.00
1.18
1.18
1.18
-
0.89
See fund holdings as of 31st Mar
Top holdings
HDFC Bank Ltd
5.4%
Treps
5.0%
ICICI Bank Ltd
4.7%
Reliance Industries Ltd
4.1%
Larsen & Toubro Ltd
3.4%
Axis Bank Ltd
3.3%
Kotak Mahindra Bank Ltd
3.3%
Bharti Airtel Ltd
2.5%
Affle India Ltd
2.3%
Indian Bank
2.3%
Top industry exposure
Financial Services
20.3%
Industrials
19.2%
Consumer Cyclical
14.1%
Technology
7.4%
Energy
7.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
60%
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
Sudhir Kedia

FAQs