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Sundaram Emerging Small Cap Series IV Growth
Equity
Small Cap
Low to Moderate Risk
+37.63%
3Y annualised
-0.26% 1D
NAV: 12 Jun '23
₹19.31
Min. for SIP
Not Supported
Fund size
₹210.23 Cr
Expense ratio
1.35%
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 | -2.3% | +12.7% | +37.6% | +14.0% |
| 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 Growth | +16.89% | +30.18% | 19,266.54 | |
Invesco India Smallcap Fund Growth | +18.34% | +24.82% | 9,008.55 | |
Nippon India Small Cap Fund Growth | +12.78% | +21.04% | 65,812.16 | |
Quant Small Cap Fund Growth | +9.90% | +19.42% | 27,384.03 | |
Franklin India Small Cap Fund Growth | +10.00% | +19.27% | 12,763.51 | |
| Compare | ||||
About Sundaram Emerging Small Cap Series IV Growth
Sundaram Emerging Small Cap Series IV 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 ₹75,674 Cr and the Latest NAV as of 12 Jun 2023 is ₹19.31.
The Sundaram Emerging Small Cap Series IV Growth is rated Low to Moderate 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₹75,674.20 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,