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

Sundaram Small Cap IDCW Payout Direct Plan

NAV
₹37.2568
+0.02%
(19 Apr)
AUM
3,056 Cr
TER
0.83%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+71.9%
+51.8%
+49.5%
+48.8%
+48.8%
+48.8%
3Y
+41.4%
+29.4%
+29.1%
+33.7%
+33.7%
+33.7%
5Y
+38.3%
+22.9%
+25.6%
+24.8%
+24.8%
+24.8%
ALL
+19.1%
+18.7%
+16.2%
+22.7%
+22.7%
+22.7%
VOL
14.9%
19.2%
-
17.7%
17.7%
17.7%
TER
0.7%
0.8%
-
0.7%
0.7%
0.7%
AUM
₹17,349 Cr
₹3,056 Cr
-
₹13,401 Cr
₹13,401 Cr
₹13,401 Cr
INFO
1.28
0.97
-
1.28
1.28
1.28
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 29th Feb
Top holdings
Treps
3.8%
Multi Commodity Exchange of India Ltd
2.9%
Can Fin Homes Ltd
2.8%
KSB Ltd
2.8%
Ujjivan Financial Services Limited
2.6%
KEI Industries Ltd
2.6%
Cholamandalam Financial Holdings Ltd
2.4%
Safari Industries (India) Ltd
2.3%
Power Finance Corp Ltd
2.3%
Greenpanel Industries Ltd Ordinary Shares
2.1%
Top industry exposure
Financial Services
27.3%
Industrials
15.6%
Consumer Cyclical
12.2%
Technology
10.9%
Healthcare
8.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
49%
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)
Ravi Gopalakrishnan
Rohit Seksaria

FAQs