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Sundaram Emerging Small Cap Series II Direct Growth
+43.70%
3Y annualised
+0.06% 1D
NAV: 10 Apr '23
₹18.03
Min. for SIP
Not Supported
Fund size (AUM)
₹336.68 Cr
Expense ratio
0.54%
Rating
--
Holdings (17)
| Name | Sector | Instruments | 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% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | +0.2% | +4.8% | +43.7% | +12.5% |
| Category average (Equity Small Cap) | +14.0% | +10.9% | +32.3% | -- |
| Rank (Equity Small Cap) | -- | 1 | 4 | -- |
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
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Bandhan Small Cap Fund Direct Growth | +17.03% | +31.30% | 20,129.67 | |
Invesco India Smallcap Fund Direct Growth | +17.03% | +25.20% | 9,207.58 | |
Nippon India Small Cap Fund Direct Growth | +12.00% | +21.09% | 61,808.85 | |
Quant Small Cap Fund Direct Plan Growth | +10.60% | +20.74% | 25,820.99 | |
Axis Small Cap Fund Direct Growth | +11.25% | +18.34% | 23,918.65 | |
| Compare | ||||
About Sundaram Emerging Small Cap Series II Direct Growth
Sundaram Emerging Small Cap Series II 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 ₹67,022 Cr and the Latest NAV as of 10 Apr 2023 is ₹18.03.
The Sundaram Emerging Small Cap Series II 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 250 SmallCap Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM₹67,021.82 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,