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Sundaram Emerging Small Cap Series III Direct Growth
+44.60%
3Y annualised
+0.02% 1D
NAV: 10 May '23
₹19.90
Min. for SIP
Not Supported
Fund size (AUM)
₹299.68 Cr
Expense ratio
0.75%
Rating
--
Holdings (3)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| PVR Ltd. | Services | Equity | 0.64% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.50% |
| Home First Finance Company India Ltd. | Financial | Equity | 0.40% |
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 | +0.1% | +16.4% | +44.6% | +14.8% |
| Category average (Equity Small Cap) | +14.0% | +10.9% | +32.3% | -- |
| Rank (Equity Small Cap) | -- | 4 | 3 | -- |
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 | +20.15% | +32.74% | 20,129.67 | |
Invesco India Smallcap Fund Direct Growth | +18.31% | +26.78% | 9,207.58 | |
Sundaram Small Cap Fund Direct Growth | +21.00% | +22.55% | 2,982.57 | |
Nippon India Small Cap Fund Direct Growth | +14.87% | +22.34% | 61,808.85 | |
Quant Small Cap Fund Direct Plan Growth | +12.98% | +22.32% | 25,820.99 | |
| Compare | ||||
About Sundaram Emerging Small Cap Series III Direct Growth
Sundaram Emerging Small Cap Series III 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 May 2023 is ₹19.90.
The Sundaram Emerging Small Cap Series III Direct Growth is rated Low risk.
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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,