Sundaram Multi Cap Half Yearly IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Multi Cap Half Yearly IDCW Reinvest Direct Plan

NAV
₹85.2704
+0.75%
(2 Apr)
AUM
2,417 Cr
TER
1.07%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+8.0%
+7.8%
+6.1%
+6.1%
+6.1%
+5.2%
3Y
+21.6%
+13.8%
+23.0%
+23.0%
+23.0%
+16.1%
5Y
NA
+28.5%
NA
NA
NA
+29.3%
ALL
+19.2%
+16.5%
+18.3%
+18.3%
+18.3%
+15.7%
VOL
14.9%
18.2%
15.7%
15.7%
15.7%
-
TER
0.8%
1.1%
0.5%
0.5%
0.5%
-
AUM
₹14,651 Cr
₹2,417 Cr
₹14,374 Cr
₹14,374 Cr
₹14,374 Cr
-
INFO
1.28
0.91
1.16
1.16
1.16
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Multi Cap Half Yearly IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
HDFC Bank Ltd
5.6%
Treps
5.0%
ICICI Bank Ltd
4.5%
Reliance Industries Ltd
4.2%
Larsen & Toubro Ltd
3.4%
Axis Bank Ltd
3.2%
Kotak Mahindra Bank Ltd
3.1%
Indian Bank
2.5%
Infosys Ltd
2.5%
Bharti Airtel Ltd
2.3%
Top industry exposure
Financial Services
21.4%
Industrials
19.0%
Consumer Cyclical
14.3%
Technology
7.6%
Energy
7.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
64%
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