Sundaram Emerging Small Cap Series VII Direct Growth

Sundaram Emerging Small Cap Series VII Direct Growth

Equity
Small Cap
Low Risk
+32.81%
3Y annualised
+0.09% 1D
1M
6M
1Y
3Y
All
NAV: 29 Sep '23
₹25.41
Min. SIP amount
Not Supported
Fund size
₹159.75 Cr
Expense ratio
0.97%

Holdings (17)

NameSectorInstrumentsAssets
KSB Ltd.Capital GoodsEquity3.91%
Crompton Greaves Consumer Electricals Ltd.Consumer DiscretionaryEquity2.21%
Sapphire Foods India Ltd.ServicesEquity1.87%
PVR Inox Ltd.ServicesEquity1.67%
Affle (India) Ltd.TechnologyEquity1.64%
Multi Commodity Exchange Of India Ltd.ServicesEquity1.40%
Kennametal India Ltd.Capital GoodsEquity1.34%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity1.17%
Hindustan Petroleum Corporation Ltd.EnergyEquity1.05%
Angel One Ltd.FinancialEquity0.98%
Schaeffler India Ltd.Capital GoodsEquity0.97%
CSB Bank Ltd.FinancialEquity0.82%
Cholamandalam Financial Holdings Ltd.FinancialEquity0.81%
E.I.D. - Parry (India) Ltd.Consumer StaplesEquity0.76%
Navin Fluorine International Ltd.ChemicalsEquity0.71%
Westlife Foodworld Ltd.ServicesEquity0.69%
Procter & Gamble Health Ltd.HealthcareEquity0.48%
See All

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+14.2%+11.3%+32.8%+20.5%
Category average (Equity Small Cap)+14.0%+10.9%+32.3%--
Rank (Equity Small Cap)--11--

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

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About Sundaram Emerging Small Cap Series VII Direct Growth

Sundaram Emerging Small Cap Series VII 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 29 Sep 2023 is ₹25.41. The Sundaram Emerging Small Cap Series VII 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,