How to Invest in Sundaram Emerging Small Cap Series II Direct IDCW?

You can easily invest in Sundaram Emerging Small Cap Series II Direct IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Sundaram Emerging Small Cap Series II Direct IDCW from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Sundaram Emerging Small Cap Series II Direct IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Emerging Small Cap Series II Direct IDCW provide?

The Sundaram Emerging Small Cap Series II Direct IDCW has been there from 09 Apr 2018 and the average annual returns provided by this fund is 4.79% since its inception.

How much expense ratio is charged by Sundaram Emerging Small Cap Series II Direct IDCW?

The term Expense Ratio used for Sundaram Emerging Small Cap Series II Direct IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Sundaram Emerging Small Cap Series II Direct IDCW is 0.54% as of 31 Oct 2025...

What is the AUM of Sundaram Emerging Small Cap Series II Direct IDCW?

The AUM, short for Assets Under Management of Sundaram Emerging Small Cap Series II Direct IDCW is ₹336.68Cr as of 31 Oct 2025.

How to Redeem Sundaram Emerging Small Cap Series II Direct IDCW?

If you want to sell your Sundaram Emerging Small Cap Series II Direct IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Emerging Small Cap Series II Direct IDCW?

You can select either SIP or Lumpsum investment of Sundaram Emerging Small Cap Series II Direct IDCW based on your investment objective and risk tolerance.

What is the NAV of Sundaram Emerging Small Cap Series II Direct IDCW?

The NAV of Sundaram Emerging Small Cap Series II Direct IDCW is ₹18.03 as of 10 Apr 2023.

What is the PE and PB ratio of Sundaram Emerging Small Cap Series II Direct IDCW?

The PE ratio ratio of Sundaram Emerging Small Cap Series II Direct IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Sundaram Emerging Small Cap Series II Direct IDCW - NAV, Mutual Fund Performance & Portfolio

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Sundaram Emerging Small Cap Series II Direct IDCW
Equity
Diversified
Low Risk
Payout
+43.70%
3Y annualised
+0.06% 1D
1M
6M
1Y
3Y
All
 NAV: 10 Apr 2023
₹18.03
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹336.68Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (17)NameSectorInstrumentAssets
Crompton Greaves Consumer Electricals Ltd.
Consumer DiscretionaryEquity2.52%
Greenpanel Industries Ltd.
Consumer StaplesEquity1.92%
INOX Leisure Ltd.
ServicesEquity1.87%
Navin Fluorine International Ltd.
ChemicalsEquity1.87%
Brigade Enterprises Ltd.
ConstructionEquity1.41%
Century Plyboards (India) Ltd.
Consumer StaplesEquity1.36%
KSB Ltd.
Capital GoodsEquity1.08%
Hindustan Petroleum Corporation Ltd.
EnergyEquity1.01%
Affle (India) Ltd.
TechnologyEquity0.79%
CreditAccess Grameen Ltd.
FinancialEquity0.77%
SIS Ltd.
ServicesEquity0.68%
Stove Kraft Ltd.
Consumer DiscretionaryEquity0.50%
Anupam Rasayan India Ltd.
ChemicalsEquity0.42%
Ador Welding Ltd.
Capital GoodsEquity0.37%
Johnson Controls - Hitachi Air Conditioning India Ltd.
Consumer DiscretionaryEquity0.31%
Rajapalayam Mills Ltd.
TextilesEquity0.18%
Khadim India Ltd.
Consumer StaplesEquity0.17%
See All
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Diversified
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA4.8%43.7%12.5%
Category averageNA10.9%32.3%NA
Rank with in categoryNA14NA
Understand terms
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Mar 2023 - Present
0.54%
28 Feb 2023 - 31 Mar 2023
0.54%
31 Jan 2023 - 28 Feb 2023
0.54%
31 Dec 2022 - 31 Jan 2023
0.54%
31 Dec 2022 - 31 Dec 2022
0.54%
31 Dec 2022 - 31 Dec 2022
0.54%
30 Nov 2022 - 31 Dec 2022
0.56%
30 Nov 2022 - 30 Nov 2022
0.56%
30 Nov 2022 - 30 Nov 2022
0.56%
30 Nov 2022 - 30 Nov 2022
0.56%
31 Oct 2022 - 30 Nov 2022
0.54%
31 Oct 2022 - 31 Oct 2022
0.54%
31 Oct 2022 - 31 Oct 2022
0.54%
31 Oct 2022 - 31 Oct 2022
0.54%
30 Sep 2022 - 31 Oct 2022
0.54%
30 Sep 2022 - 30 Sep 2022
0.54%
30 Sep 2022 - 30 Sep 2022
0.54%
30 Sep 2022 - 30 Sep 2022
0.54%
31 Aug 2022 - 30 Sep 2022
0.54%
31 Aug 2022 - 31 Aug 2022
0.54%
31 Aug 2022 - 31 Aug 2022
0.54%
31 Jul 2022 - 31 Aug 2022
0.54%
31 Jul 2022 - 31 Jul 2022
0.54%
31 Jul 2022 - 31 Jul 2022
0.54%
30 Jun 2022 - 31 Jul 2022
0.54%
30 Jun 2022 - 30 Jun 2022
0.54%
30 Jun 2022 - 30 Jun 2022
0.54%
31 May 2022 - 30 Jun 2022
0.54%
31 May 2022 - 31 May 2022
0.54%
31 May 2022 - 31 May 2022
0.54%
30 Apr 2022 - 31 May 2022
0.54%
30 Apr 2022 - 30 Apr 2022
0.54%
30 Apr 2022 - 30 Apr 2022
0.54%
31 Mar 2022 - 30 Apr 2022
0.54%
31 Mar 2022 - 31 Mar 2022
0.54%
31 Mar 2022 - 31 Mar 2022
0.54%
28 Feb 2022 - 31 Mar 2022
0.54%
28 Feb 2022 - 28 Feb 2022
0.54%
28 Feb 2022 - 28 Feb 2022
0.54%
31 Jan 2022 - 28 Feb 2022
0.54%
31 Jan 2022 - 31 Jan 2022
0.54%
31 Jan 2022 - 31 Jan 2022
0.54%
31 Dec 2021 - 31 Jan 2022
0.54%
31 Dec 2021 - 31 Dec 2021
0.54%
30 Nov 2021 - 31 Dec 2021
0.54%
31 Oct 2021 - 30 Nov 2021
0.54%
30 Sep 2021 - 31 Oct 2021
0.54%
31 Aug 2021 - 30 Sep 2021
0.54%
31 Jul 2021 - 31 Aug 2021
0.54%
30 Jun 2021 - 31 Jul 2021
0.54%
31 May 2021 - 30 Jun 2021
0.54%
30 Apr 2021 - 31 May 2021
0.54%
31 Mar 2021 - 30 Apr 2021
0.54%
28 Feb 2021 - 31 Mar 2021
0.79%
31 Jan 2021 - 28 Feb 2021
0.54%
31 Dec 2020 - 31 Jan 2021
0.54%
30 Nov 2020 - 31 Dec 2020
0.54%
31 Oct 2020 - 30 Nov 2020
0.54%
30 Sep 2020 - 31 Oct 2020
0.54%
31 Aug 2020 - 30 Sep 2020
0.54%
31 Jul 2020 - 31 Aug 2020
0.54%
30 Jun 2020 - 31 Jul 2020
0.54%
31 May 2020 - 30 Jun 2020
0.54%
30 Apr 2020 - 31 May 2020
0.54%
31 Mar 2020 - 30 Apr 2020
0.54%
29 Feb 2020 - 31 Mar 2020
0.54%
31 Jan 2020 - 29 Feb 2020
0.54%
31 Dec 2019 - 31 Jan 2020
0.54%
30 Nov 2019 - 31 Dec 2019
0.54%
31 Oct 2019 - 30 Nov 2019
0.54%
30 Sep 2019 - 31 Oct 2019
0.54%
31 Aug 2019 - 30 Sep 2019
0.54%
31 Jul 2019 - 31 Aug 2019
0.54%
30 Jun 2019 - 31 Jul 2019
0.54%
31 May 2019 - 30 Jun 2019
0.54%
30 Apr 2019 - 31 May 2019
0.54%
31 Mar 2019 - 30 Apr 2019
1.02%
28 Feb 2019 - 31 Mar 2019
1.04%
31 Jan 2019 - 28 Feb 2019
1.04%
31 Dec 2018 - 31 Jan 2019
1.03%
30 Nov 2018 - 31 Dec 2018
1.04%
31 Oct 2018 - 30 Nov 2018
1.02%
30 Sep 2018 - 31 Oct 2018
1.02%
31 Aug 2018 - 30 Sep 2018
1.02%
31 Jul 2018 - 31 Aug 2018
1.02%
30 Jun 2018 - 31 Jul 2018
0.98%
31 May 2018 - 30 Jun 2018
1.01%
30 Apr 2018 - 31 May 2018
1.01%
Expense ratio, exit load and taxExpense ratio: 0.54%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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.
Understand terms
Check past data
Fund managementDwijendra Srivastava
Mar 2018 - Present
View details
Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes
Sundaram Corporate Bond Fund Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Short Term Debt Fund Direct Plan Growth
Sundaram Medium Duration Fund Direct Growth
Sundaram Low Duration Fund(Ex) Direct Growth
Sundaram Money Direct Growth
Sundaram Long Term Tax Advantage Fund Series I Direct Growth
Sundaram Select Micro Cap Series VIII Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Select Micro Cap Series X Direct Growth
Sundaram Select Micro Cap Series XI Direct Growth
Sundaram Select Micro Cap Series XII Direct Growth
Sundaram Select Micro Cap Series XV Direct Growth
Sundaram Select Micro Cap Series XVI Direct Growth
Sundaram Select Micro Cap Series XVII Direct Growth
Sundaram Emerging Small Cap Series 1 Direct Growth
Sundaram Emerging Small Cap Series II Direct Growth
Sundaram Emerging Small Cap Series III Direct Growth
Sundaram Emerging Small Cap Series IV Direct Growth
Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series II Direct Growth
Sundaram Emerging Small Cap Series V Direct Growth
Sundaram Emerging Small Cap Series VI Direct Growth
Sundaram Emerging Small Cap Series VII Direct Growth
Sundaram Money Market Fund Direct Growth
Sundaram Equity Savings Fund(Ex) Direct Growth
Sundaram Arbitrage Fund(Ex) Direct Growth
Sundaram Balanced Advantage Fund(Ex) Direct Growth
Sundaram Low Duration Fund Direct Growth
Sundaram Ultra Short Duration Fund Direct Growth
Sundaram Arbitrage Fund Direct Growth
Sundaram Short Duration Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Balanced Advantage Fund Direct Growth
Sundaram Flexi Cap Fund Direct Growth
Sundaram Multi Asset Allocation Fund Direct Growth
Sundaram Business Cycle Fund Direct Growth
Sundaram Multi Factor Fund Direct Growth
Sudhir Kedia
Jan 2022 - Present
View details
Education
Mr. Kedia is CA, CMA and MBA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
Also manages these schemes
Principal Personal Tax Saver Fund Direct
Sundaram Long Term Tax Advantage Fund Series I Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Select Micro Cap Series XIV Direct Growth
Sundaram Select Micro Cap Series XV Direct Growth
Sundaram Select Micro Cap Series XVI Direct Growth
Sundaram Select Micro Cap Series XVII Direct Growth
Sundaram Emerging Small Cap Series 1 Direct Growth
Sundaram Emerging Small Cap Series II Direct Growth
Sundaram Emerging Small Cap Series III Direct Growth
Sundaram Emerging Small Cap Series IV Direct Growth
Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series II Direct Growth
Sundaram Emerging Small Cap Series V Direct Growth
Sundaram Emerging Small Cap Series VI Direct Growth
Sundaram Emerging Small Cap Series VII Direct Growth
Principal Midcap Fund Direct Growth
Principal Large Cap Fund Direct Growth
Sundaram Flexi Cap Fund Direct Growth
Rohit Seksaria
Apr 2019 - Present
View details
Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Also manages these schemes
Sundaram Small Cap Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Select Micro Cap Series I Direct Growth
Sundaram Select Micro Cap Series II Direct Growth
Sundaram Select Micro Cap Series III Direct Growth
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram World Brand Fund Series III Direct Growth
Sundaram Long Term Tax Advantage Fund Series I Direct Growth
Sundaram Select Micro Cap Series VIII Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Select Micro Cap Series X Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth
Sundaram Select Micro Cap Series XI Direct Growth
Sundaram Smart NIFTY 100 Equal Weight Fund Direct Growth
Sundaram Select Micro Cap Series XII Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth
Sundaram Select Micro Cap Series XIV Direct Growth
Sundaram Select Micro Cap Series XV Direct Growth
Sundaram Select Small Cap Series V Direct Growth
Sundaram Select Small Cap Series VI Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth
Sundaram Select Micro Cap Series XVI Direct Growth
Sundaram Select Micro Cap Series XVII Direct Growth
Sundaram Long Term Tax Advantage Fund Series III Direct Growth
Sundaram Emerging Small Cap Series 1 Direct Growth
Sundaram Emerging Small Cap Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
Sundaram Emerging Small Cap Series III Direct Growth
Sundaram Emerging Small Cap Series IV Direct Growth
Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series II Direct Growth
Sundaram Emerging Small Cap Series V Direct Growth
Sundaram Emerging Small Cap Series VI Direct Growth
Sundaram Services Fund Direct Growth
Sundaram Emerging Small Cap Series VII Direct Growth
Sundaram Equity Savings Fund(Ex) Direct Growth
Sundaram Arbitrage Fund(Ex) Direct Growth
Sundaram Large Cap Fund Direct Growth
Sundaram Nifty 100 Equal Weight Fund Direct Growth
Sundaram Arbitrage Fund Direct Growth
Sundaram ELSS Tax Saver Fund Direct
Sundaram Multi Asset Allocation Fund Direct Growth
Sundaram Multi Factor Fund Direct Growth
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹71,486.25Cr
Date of Incorporation26 Feb 1996
    Sundaram Emerging Small Cap Series II Direct IDCW is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund.     This scheme was made available to investors on 26 Feb 1996.     S Krishnakumar, Dwijendra Srivastava is the Current Fund Manager of Sundaram Emerging Small Cap Series II Direct IDCW fund.     The fund currently has an Asset Under Management(AUM) of ₹71,486 Cr and     the Latest NAV as of 10 Apr 2023 is ₹18.03.  

    The Sundaram Emerging Small Cap Series II Direct IDCW is rated Low risk.               
  ;
Investment ObjectiveThe scheme seeks capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as Small Caps. 
 
;
Fund benchmarkBSE 250 SmallCap Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Website
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4,  Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Sundaram Emerging Small Cap Series II Direct IDCW
VS
Add mutual fund to compare

Name	Sector	Instrument	Assets
Crompton Greaves Consumer Electricals Ltd.	Consumer Discretionary	Equity	2.52%
Greenpanel Industries Ltd.	Consumer Staples	Equity	1.92%
INOX Leisure Ltd.	Services	Equity	1.87%
Navin Fluorine International Ltd.	Chemicals	Equity	1.87%
Brigade Enterprises Ltd.	Construction	Equity	1.41%
Century Plyboards (India) Ltd.	Consumer Staples	Equity	1.36%
KSB Ltd.	Capital Goods	Equity	1.08%
Hindustan Petroleum Corporation Ltd.	Energy	Equity	1.01%
Affle (India) Ltd.	Technology	Equity	0.79%
CreditAccess Grameen Ltd.	Financial	Equity	0.77%
SIS Ltd.	Services	Equity	0.68%
Stove Kraft Ltd.	Consumer Discretionary	Equity	0.50%
Anupam Rasayan India Ltd.	Chemicals	Equity	0.42%
Ador Welding Ltd.	Capital Goods	Equity	0.37%
Johnson Controls - Hitachi Air Conditioning India Ltd.	Consumer Discretionary	Equity	0.31%
Rajapalayam Mills Ltd.	Textiles	Equity	0.18%
Khadim India Ltd.	Consumer Staples	Equity	0.17%

Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

	6M	1Y	3Y	All
Fund returns	NA	4.8%	43.7%	12.5%
Category average	NA	10.9%	32.3%	NA
Rank with in category	NA	1	4	NA

Sundaram Emerging Small Cap Series II Direct IDCW

Return calculator

Holdings (17)

Minimum investment amounts

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.54%

Exit load

Stamp duty

Tax implication

Fund management

Dwijendra SrivastavaMar 2018 - PresentView details

Sudhir KediaJan 2022 - PresentView details

Rohit SeksariaApr 2019 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Dwijendra Srivastava
Mar 2018 - Present
View details

Sudhir Kedia
Jan 2022 - Present
View details

Rohit Seksaria
Apr 2019 - Present
View details