Sundaram Small Cap IDCW Payout Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Small Cap IDCW Payout Direct Plan

NAV
₹37.6132
-0.93%
(16 Dec)
AUM
3,450 Cr
TER
0.85%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
-3.5%
-3.7%
-5.1%
-5.1%
-5.1%
-8.3%
3Y
+20.1%
+29.8%
+26.5%
+26.5%
+26.5%
+18.8%
5Y
+23.4%
+26.4%
NA
NA
NA
+23.7%
ALL
+17.4%
+30.8%
+26.4%
+26.4%
+26.4%
+15.3%
VOL
19.1%
18.1%
16.8%
16.8%
16.8%
-
TER
0.8%
0.4%
0.4%
0.4%
0.4%
-
AUM
₹3,450 Cr
₹18,174 Cr
₹4,235 Cr
₹4,235 Cr
₹4,235 Cr
-
INFO
0.91
1.70
1.57
1.57
1.57
-
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 Small Cap IDCW Payout (DP)
₹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 Nov
Top holdings
Treps
4.9%
Aster DM Healthcare Ltd Ordinary Shares
3.2%
MTAR Technologies Ltd
3.2%
Safari Industries (India) Ltd
3.0%
Rategain Travel Technologies Ltd
3.0%
Craftsman Automation Ltd
2.9%
SJS Enterprises Ltd
2.8%
E I D Parry India Ltd
2.8%
Affle 3i Ltd
2.7%
PNB Housing Finance Ltd
2.5%
Top industry exposure
Consumer Cyclical
20.4%
Financial Services
19.4%
Industrials
18.9%
Healthcare
12.0%
Basic Materials
8.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
453%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks.
Fund manager(s)
Rohit Seksaria

FAQs