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

Sundaram Small Cap IDCW Payout Direct Plan

NAV
₹38.7035
-0.05%
(19 Nov)
AUM
3,496 Cr
TER
0.84%
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
+8.7%
+8.6%
+7.2%
+7.2%
+6.8%
+2.8%
3Y
+32.7%
+26.1%
+28.4%
+28.4%
+21.9%
+20.7%
5Y
+29.5%
+30.6%
+25.4%
+25.4%
+26.8%
+26.8%
ALL
+31.9%
+24.4%
+22.5%
+22.5%
+17.8%
+15.7%
VOL
18.2%
19.1%
20.4%
20.4%
19.2%
-
TER
0.4%
0.4%
0.2%
0.2%
0.8%
-
AUM
₹17,380 Cr
₹8,720 Cr
₹2,835 Cr
₹2,835 Cr
₹3,496 Cr
-
INFO
1.76
1.28
1.10
1.10
0.93
-
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 31st Oct
Top holdings
Treps
6.0%
Aster DM Healthcare Ltd Ordinary Shares
3.3%
Affle 3i Ltd
2.9%
MTAR Technologies Ltd
2.9%
E I D Parry India Ltd
2.8%
Craftsman Automation Ltd
2.7%
SJS Enterprises Ltd
2.7%
Safari Industries (India) Ltd
2.6%
Rategain Travel Technologies Ltd
2.6%
PNB Housing Finance Ltd
2.5%
Top industry exposure
Consumer Cyclical
19.1%
Financial Services
18.7%
Industrials
18.2%
Healthcare
12.0%
Basic Materials
8.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
47%
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