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

Sundaram Small Cap IDCW Payout Direct Plan

NAV
₹37.8086
-8.04%
(25 Jul)
AUM
3,439 Cr
TER
0.86%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+10.4%
+4.4%
+4.4%
+1.2%
-2.9%
-4.3%
3Y
+33.5%
+31.6%
+31.6%
+23.7%
+21.3%
+29.4%
5Y
+35.4%
+30.0%
+30.0%
+32.6%
+30.3%
+42.5%
ALL
+33.8%
+23.8%
+23.8%
+16.1%
+17.4%
+17.7%
VOL
18.5%
20.8%
20.8%
-
19.3%
15.4%
TER
0.4%
0.5%
0.5%
-
0.9%
0.7%
AUM
₹12,982 Cr
₹2,641 Cr
₹2,641 Cr
-
₹3,439 Cr
₹29,629 Cr
INFO
1.82
1.15
1.15
-
0.90
1.15
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 Jun
Top holdings
Cash And Other Net Current Assets
3.8%
Aster DM Healthcare Ltd Ordinary Shares
3.3%
Affle 3i Ltd
3.1%
PNB Housing Finance Ltd
2.9%
E I D Parry India Ltd
2.9%
Safari Industries (India) Ltd
2.6%
Cholamandalam Financial Holdings Ltd
2.5%
SJS Enterprises Ltd
2.4%
Ujjivan Small Finance Bank Ltd Ordinary Shares
2.4%
Craftsman Automation Ltd
2.3%
Top industry exposure
Consumer Cyclical
20.3%
Financial Services
19.5%
Industrials
19.4%
Healthcare
12.1%
Basic Materials
8.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
66%
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