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
₹90.0101
-1.17%
(25 Jul)
AUM
2,853 Cr
TER
0.94%
Risk
Very High Risk
Rating
Insights
Asset Under Management (AUM) is in the bottom 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%
+17.0%
+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
0.94
-
1.24
1.24
1.24
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 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