Sundaram Emerging Small Cap Series 1 Direct Growth

Sundaram Emerging Small Cap Series 1 Direct Growth

+31.54%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
All
NAV: 09 Mar '23
₹17.55
Min. for SIP
--
Fund size (AUM)
₹315.17 Cr
Expense ratio
--
Rating
--

Holdings (13)

NameSectorInstrumentsAssets
Crompton Greaves Consumer Electricals Ltd.Consumer DiscretionaryEquity2.57%
Hindustan Petroleum Corporation Ltd.EnergyEquity1.95%
Greenpanel Industries Ltd.Consumer StaplesEquity1.86%
Century Plyboards (India) Ltd.Consumer StaplesEquity1.37%
Can Fin Homes Ltd.FinancialEquity0.95%
Cholamandalam Financial Holdings Ltd.FinancialEquity0.84%
Stove Kraft Ltd.Consumer DiscretionaryEquity0.70%
INOX Leisure Ltd.ServicesEquity0.58%
Rossari Biotech Ltd.ChemicalsEquity0.43%
SIS Ltd.ServicesEquity0.40%
Equitas Holdings Ltd.FinancialEquity0.37%
Procter & Gamble Health Ltd.HealthcareEquity0.28%
Anupam Rasayan India Ltd.ChemicalsEquity0.21%
See All

Minimum investments

Min. for 1st investment
--
Min. for 2nd investment
--
Min. for SIP
--

Returns and rankings

Annualised returns
Absolute returns
Name6M1Y3YAll
Fund returns-1.0%+17.0%+31.5%+11.9%
Category average (Equity Small Cap)+14.0%+10.9%+32.3%--
Rank (Equity Small Cap)--12--

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

Compare similar funds

About Sundaram Emerging Small Cap Series 1 Direct Growth

Sundaram Emerging Small Cap Series 1 Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. The fund currently has an Asset Under Management(AUM) of ₹77,566 Cr and the Latest NAV as of 09 Mar 2023 is ₹17.55. The Sundaram Emerging Small Cap Series 1 Direct Growth is rated Low risk. ;

Investment Objective

The scheme seeks capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as Small Caps.
Fund benchmarkBSE Small Cap Total Return Index

Fund house

Rank (total assets)#17 in India
Total AUM₹77,566.02 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Custodian--
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,