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Sundaram Emerging Small Cap Series V Growth
+35.03%
3Y annualised
+0.08% 1D
NAV: 14 Aug '23
₹20.75
Min. for SIP
Not Supported
Fund size
₹83.88 Cr
Expense ratio
1.34%
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 | +5.6% | +6.8% | +35.0% | +15.7% |
| Category average (Equity Diversified) | +14.0% | +10.9% | +32.3% | -- |
| Rank (Equity Diversified) | -- | 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
About Sundaram Emerging Small Cap Series V Growth
Sundaram Emerging Small Cap Series V 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 14 Aug 2023 is ₹20.75.
The Sundaram Emerging Small Cap Series V Growth is rated Low risk. Minimum SIP Investment is set to ₹500.
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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,