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

Sundaram Small Cap IDCW Payout Direct Plan

NAV
₹38.0259
+0.74%
(15 Oct)
AUM
3,341 Cr
TER
0.87%
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
-0.2%
-0.9%
-0.9%
-2.0%
-3.4%
-6.0%
3Y
+26.6%
+28.3%
+28.3%
+31.1%
+21.0%
+20.4%
5Y
+31.7%
+27.1%
+27.1%
+30.6%
+27.9%
+28.3%
ALL
+24.6%
+22.7%
+22.7%
+32.1%
+17.7%
+15.8%
VOL
19.2%
20.5%
20.5%
18.3%
19.2%
-
TER
0.4%
0.2%
0.2%
0.4%
0.9%
-
AUM
₹8,055 Cr
₹2,622 Cr
₹2,622 Cr
₹15,738 Cr
₹3,341 Cr
-
INFO
1.28
1.11
1.11
1.75
0.92
-
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 Sep
Top holdings
Aster DM Healthcare Ltd Ordinary Shares
3.6%
Treps
3.3%
Affle 3i Ltd
3.1%
Craftsman Automation Ltd
2.9%
Safari Industries (India) Ltd
2.8%
SJS Enterprises Ltd
2.8%
E I D Parry India Ltd
2.8%
Rategain Travel Technologies Ltd
2.7%
PNB Housing Finance Ltd
2.6%
Ujjivan Small Finance Bank Ltd Ordinary Shares
2.3%
Top industry exposure
Consumer Cyclical
21.1%
Industrials
18.5%
Financial Services
18.1%
Healthcare
12.1%
Basic Materials
8.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
53%
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