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

Sundaram Small Cap IDCW Reinvest Direct Plan

NAV
₹35.6569
-0.79%
(28 Jan)
AUM
3,401 Cr
TER
0.85%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
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Compare with other fund
1Y
+21.4%
+19.7%
+15.3%
+15.3%
+10.2%
+7.3%
3Y
+25.0%
+22.4%
+22.7%
+22.7%
+18.1%
+17.1%
5Y
NA
+28.0%
NA
NA
+26.4%
+24.0%
ALL
+33.9%
+25.2%
+23.0%
+23.0%
+15.4%
+17.7%
VOL
18.0%
18.7%
20.6%
20.6%
-
19.2%
TER
0.4%
0.4%
0.5%
0.5%
-
0.8%
AUM
₹9,692 Cr
₹6,298 Cr
₹2,474 Cr
₹2,474 Cr
-
₹3,401 Cr
INFO
1.88
1.35
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 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 Dec
Top holdings
Treps
4.3%
Safari Industries (India) Ltd
3.0%
Affle India Ltd
2.6%
Aster DM Healthcare Ltd Ordinary Shares
2.6%
Greenpanel Industries Ltd Ordinary Shares
2.3%
Rategain Travel Technologies Ltd
2.2%
Cholamandalam Financial Holdings Ltd
2.1%
KSB Ltd
2.1%
Brigade Enterprises Ltd
2.0%
E I D Parry India Ltd
2.0%
Top industry exposure
Industrials
20.7%
Financial Services
18.2%
Consumer Cyclical
16.3%
Healthcare
9.5%
Basic Materials
9.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
62%
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