Sundaram Emerging Small Cap Series V Direct Growth

Sundaram Emerging Small Cap Series V Direct Growth

Equity
Diversified
Low Risk
+35.78%
3Y annualised
+0.08% 1D
1M
6M
1Y
3Y
All
NAV: 14 Aug '23
₹21.37
Min. SIP amount
Not Supported
Fund size
₹83.88 Cr
Expense ratio
0.79%

Holdings (6)

NameSectorInstrumentsAssets
PVR Inox Ltd.ServicesEquity1.33%
Crompton Greaves Consumer Electricals Ltd.Consumer DiscretionaryEquity1.05%
Affle (India) Ltd.TechnologyEquity1.03%
KSB Ltd.Capital GoodsEquity0.79%
GNA Axles Ltd.AutomobileEquity0.34%
Sundaram Clayton LimitedAutomobilePref. Shares0.29%

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
Name6M1Y3YAll
Fund returns+5.9%+7.4%+35.8%+16.4%
Category average (Equity Diversified)+14.0%+10.9%+32.3%--
Rank (Equity Diversified)--32--

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 V Direct Growth

Sundaram Emerging Small Cap Series V 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 14 Aug 2023 is ₹21.37. The Sundaram Emerging Small Cap Series V 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₹76,136.70 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mailNA
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianNA
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,