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Sundaram Emerging Small Cap Series V Direct Growth
+35.78%
3Y annualised
+0.08% 1D
NAV: 14 Aug '23
₹21.37
Min. for SIP
Not Supported
Fund size (AUM)
₹83.88 Cr
Expense ratio
0.79%
Rating
--
Holdings (6)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| PVR Inox Ltd. | Services | Equity | 1.33% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 1.05% |
| Affle (India) Ltd. | Technology | Equity | 1.03% |
| KSB Ltd. | Capital Goods | Equity | 0.79% |
| GNA Axles Ltd. | Automobile | Equity | 0.34% |
| Sundaram Clayton Limited | Automobile | Pref. Shares | 0.29% |
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
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | +5.9% | +7.4% | +35.8% | +16.4% |
| Category average (Equity Small Cap) | +14.0% | +10.9% | +32.3% | -- |
| Rank (Equity Small Cap) | -- | 3 | 2 | -- |
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) | |
|---|---|---|---|---|
 | +23.53% | +25.89% | 3,454.00 | |
 | +13.67% | +25.45% | 31,103.03 | |
 | +18.35% | +23.68% | 14,474.79 | |
| +17.54% | +17.69% | 3,922.31 | |
 | +11.01% | +15.84% | 78,956.77 | |
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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 ₹84,418 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.
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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₹84,417.82 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,