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

Sundaram Small Cap IDCW Reinvest Direct Plan

NAV
₹37.1209
+0.06%
(25 Feb)
AUM
3,285 Cr
TER
0.83%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+17.3%
+14.9%
+12.9%
+12.6%
+12.6%
+12.0%
3Y
+20.9%
+31.1%
+25.9%
+26.0%
+26.0%
+19.6%
5Y
+20.6%
+23.4%
NA
+19.1%
+19.1%
+20.1%
ALL
+17.0%
+29.4%
+23.4%
+20.1%
+20.1%
+14.4%
VOL
19.1%
18.1%
16.8%
20.3%
20.3%
-
TER
0.8%
0.5%
0.4%
0.4%
0.4%
-
AUM
₹3,285 Cr
₹19,267 Cr
₹3,995 Cr
₹2,673 Cr
₹2,673 Cr
-
INFO
0.89
1.63
1.39
0.99
0.99
-
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 Jan
Top holdings
MTAR Technologies Ltd
3.8%
Treps
3.4%
Craftsman Automation Ltd
2.9%
SJS Enterprises Ltd
2.9%
Aster DM Healthcare Ltd Ordinary Shares
2.8%
E I D Parry India Ltd
2.8%
DCB Bank Ltd
2.7%
Affle 3i Ltd
2.7%
Rategain Travel Technologies Ltd
2.7%
Safari Industries (India) Ltd
2.7%
Top industry exposure
Consumer Cyclical
21.1%
Financial Services
20.2%
Industrials
18.8%
Healthcare
11.0%
Basic Materials
9.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
35%
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