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

Sundaram Small Cap IDCW Reinvest Direct Plan

NAV
₹39.6279
+0.29%
(24 Jun)
AUM
3,311 Cr
TER
0.86%
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
+13.9%
+4.5%
+4.5%
+3.9%
+2.6%
-5.6%
3Y
+36.5%
+35.4%
+35.4%
+27.1%
+26.7%
+32.8%
5Y
+35.5%
+30.2%
+30.2%
+32.0%
+33.5%
+44.8%
ALL
+33.6%
+23.8%
+23.8%
+18.0%
+16.5%
+17.5%
VOL
18.7%
20.9%
20.9%
19.3%
-
15.5%
TER
0.4%
0.6%
0.6%
0.9%
-
0.7%
AUM
₹11,744 Cr
₹2,504 Cr
₹2,504 Cr
₹3,311 Cr
-
₹28,205 Cr
INFO
1.80
1.14
1.14
0.93
-
1.13
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 May
Top holdings
Treps
6.3%
Aster DM Healthcare Ltd Ordinary Shares
3.2%
Safari Industries (India) Ltd
2.9%
PNB Housing Finance Ltd
2.9%
Affle 3i Ltd
2.8%
KSB Ltd
2.4%
Craftsman Automation Ltd
2.4%
E I D Parry India Ltd
2.3%
Ujjivan Small Finance Bank Ltd Ordinary Shares
2.2%
SJS Enterprises Ltd
2.2%
Top industry exposure
Financial Services
20.3%
Industrials
20.1%
Consumer Cyclical
18.4%
Healthcare
11.1%
Basic Materials
7.6%
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