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

Sundaram Small Cap IDCW Reinvest Direct Plan

NAV
₹38.4100
+0.73%
(16 Sep)
AUM
3,282 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
-0.5%
-1.0%
-1.7%
-1.7%
-2.7%
-4.7%
3Y
+24.9%
+29.4%
+26.9%
+26.9%
+19.8%
+19.5%
5Y
+31.9%
+31.8%
+27.2%
+27.2%
+27.8%
+28.0%
ALL
+24.8%
+32.8%
+23.0%
+23.0%
+17.9%
+15.6%
VOL
19.2%
18.4%
20.6%
20.6%
19.3%
-
TER
0.4%
0.4%
0.5%
0.5%
0.9%
-
AUM
₹7,718 Cr
₹14,562 Cr
₹2,622 Cr
₹2,622 Cr
₹3,282 Cr
-
INFO
1.29
1.78
1.12
1.12
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 Reinvest (DR)
₹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 Aug
Top holdings
Treps
4.6%
Aster DM Healthcare Ltd Ordinary Shares
3.5%
E I D Parry India Ltd
3.1%
Affle 3i Ltd
3.1%
Craftsman Automation Ltd
3.0%
Safari Industries (India) Ltd
2.8%
SJS Enterprises Ltd
2.6%
PNB Housing Finance Ltd
2.3%
Rategain Travel Technologies Ltd
2.2%
Ujjivan Small Finance Bank Ltd Ordinary Shares
2.2%
Top industry exposure
Consumer Cyclical
21.5%
Industrials
19.0%
Financial Services
17.7%
Healthcare
12.3%
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