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

Sundaram Small Cap IDCW Reinvest Direct Plan

NAV
₹34.1420
+0.52%
(17 Mar)
AUM
3,306 Cr
TER
0.83%
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
+11.7%
+10.7%
+9.4%
+6.8%
+6.7%
+6.7%
3Y
+22.8%
+17.9%
+28.6%
+17.4%
+23.1%
+23.1%
5Y
+20.4%
+18.0%
+20.6%
+17.9%
+16.3%
+16.3%
ALL
+21.2%
+16.2%
+27.4%
+13.8%
+18.4%
+18.4%
VOL
19.0%
19.1%
18.1%
-
20.3%
20.3%
TER
0.4%
0.8%
0.5%
-
0.4%
0.4%
AUM
₹9,716 Cr
₹3,306 Cr
₹20,474 Cr
-
₹2,712 Cr
₹2,712 Cr
INFO
1.12
0.85
1.51
-
0.91
0.91
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 28th Feb
Top holdings
Treps
5.4%
MTAR Technologies Ltd
4.1%
Aster DM Healthcare Ltd Ordinary Shares
3.3%
SJS Enterprises Ltd
3.1%
E I D Parry India Ltd
2.6%
DCB Bank Ltd
2.5%
PNB Housing Finance Ltd
2.5%
Safari Industries (India) Ltd
2.5%
Craftsman Automation Ltd
2.4%
Rategain Travel Technologies Ltd
2.4%
Top industry exposure
Consumer Cyclical
21.4%
Industrials
18.9%
Financial Services
18.9%
Healthcare
11.7%
Basic Materials
8.9%
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