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

Sundaram Small Cap IDCW Payout Direct Plan

NAV
₹37.4172
+0.61%
(20 Aug)
AUM
3,394 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
+6.8%
+4.0%
+3.0%
+3.0%
+0.4%
-1.6%
3Y
+26.8%
+30.6%
+28.7%
+28.7%
+21.1%
+21.8%
5Y
+32.8%
+31.8%
+27.5%
+27.5%
+28.9%
+29.6%
ALL
+25.0%
+32.7%
+23.2%
+23.2%
+17.8%
+15.8%
VOL
19.3%
18.5%
20.7%
20.7%
19.3%
-
TER
0.4%
0.4%
0.5%
0.5%
0.9%
-
AUM
₹7,580 Cr
₹14,062 Cr
₹2,680 Cr
₹2,680 Cr
₹3,394 Cr
-
INFO
1.30
1.77
1.12
1.12
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 31st Jul
Top holdings
Treps
5.1%
Aster DM Healthcare Ltd Ordinary Shares
3.4%
E I D Parry India Ltd
3.3%
Affle 3i Ltd
3.1%
PNB Housing Finance Ltd
2.9%
Craftsman Automation Ltd
2.8%
Safari Industries (India) Ltd
2.5%
SJS Enterprises Ltd
2.3%
Cholamandalam Financial Holdings Ltd
2.2%
Ujjivan Small Finance Bank Ltd Ordinary Shares
2.2%
Top industry exposure
Consumer Cyclical
20.4%
Industrials
19.1%
Financial Services
19.0%
Healthcare
11.8%
Basic Materials
8.1%
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