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
₹84.4065
-1.19%
(24 Feb)
AUM
2,798 Cr
TER
0.89%
Risk
Very High Risk
Rating
Insights
No insights found for this fund
Compare with other fund
1Y
+19.9%
+19.9%
+19.9%
+14.8%
+14.7%
+14.1%
3Y
+26.3%
+26.3%
+26.3%
+24.5%
+18.9%
+19.8%
5Y
NA
NA
NA
NA
+16.9%
+16.7%
ALL
+18.6%
+18.6%
+18.6%
+16.5%
+16.2%
+13.4%
VOL
15.2%
15.2%
15.2%
13.5%
17.9%
-
TER
0.5%
0.5%
0.5%
0.7%
0.9%
-
AUM
₹22,710 Cr
₹22,710 Cr
₹22,710 Cr
₹9,092 Cr
₹2,798 Cr
-
INFO
1.22
1.22
1.22
1.22
0.90
-
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 31st Jan
Top holdings
HDFC Bank Ltd
6.7%
ICICI Bank Ltd
5.3%
Larsen & Toubro Ltd
4.0%
Kotak Mahindra Bank Ltd
3.9%
Bharti Airtel Ltd
3.4%
Reliance Industries Ltd
3.0%
DCB Bank Ltd
2.6%
Mahindra & Mahindra Financial Services Ltd
2.6%
TVS Holdings Ltd
2.1%
Mahindra & Mahindra Ltd
2.1%
Top industry exposure
Financial Services
27.7%
Industrials
17.8%
Consumer Cyclical
14.3%
Communication Services
6.7%
Technology
6.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
45%
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