How to Invest in Sundaram Emerging Small Cap Series IV Direct Growth?

You can easily invest in Sundaram Emerging Small Cap Series IV Direct Growth 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 IV Direct Growth 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 IV Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Emerging Small Cap Series IV Direct Growth provide?

The Sundaram Emerging Small Cap Series IV Direct Growth has been there from 11 Jun 2018 and the average annual returns provided by this fund is 13.38% since its inception.

How much expense ratio is charged by Sundaram Emerging Small Cap Series IV Direct Growth?

The term Expense Ratio used for Sundaram Emerging Small Cap Series IV Direct Growth 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 IV Direct Growth is 0.75% as of 13 Jan 2026...

What is the AUM of Sundaram Emerging Small Cap Series IV Direct Growth?

The AUM, short for Assets Under Management of Sundaram Emerging Small Cap Series IV Direct Growth is ₹210.23Cr as of 13 Jan 2026.

How to Redeem Sundaram Emerging Small Cap Series IV Direct Growth?

If you want to sell your Sundaram Emerging Small Cap Series IV Direct Growth 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.

What is the NAV of Sundaram Emerging Small Cap Series IV Direct Growth?

The NAV of Sundaram Emerging Small Cap Series IV Direct Growth is ₹20.06 as of 12 Jun 2023.

What is the PE and PB ratio of Sundaram Emerging Small Cap Series IV Direct Growth?

The PE ratio ratio of Sundaram Emerging Small Cap Series IV Direct Growth 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 IV Direct Growth

Name: Sundaram Emerging Small Cap Series IV Direct Growth
Brand: Sundaram Mutual Fund

Equity

Diversified

Low to Moderate Risk

+38.46%

3Y annualised

-0.26% 1D

All

NAV: 12 Jun '23

₹20.06

Min. SIP amount

Not Supported

Fund size

₹210.23 Cr

Expense ratio

0.75%

Holdings (1)

Name	Sector	Instruments	Assets
Sundaram Clayton Limited	Automobile	Pref. Shares	0.30%

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	-2.0%	+13.4%	+38.5%	+14.9%
Category average (Equity Diversified)	+14.0%	+10.9%	+32.3%	--
Rank (Equity Diversified)	--	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

About Sundaram Emerging Small Cap Series IV Direct Growth

Sundaram Emerging Small Cap Series IV 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 ₹76,137 Cr and the Latest NAV as of 12 Jun 2023 is ₹20.06. The Sundaram Emerging Small Cap Series IV Direct Growth is rated Low to Moderate risk. ;