Sundaram Emerging Small Cap Series VII Direct Growth

Sundaram Emerging Small Cap Series VII Direct Growth

+32.81%
3Y annualised
+0.09% 1D
1M
6M
1Y
3Y
All
NAV: 29 Sep '23
₹25.41
Min. for SIP
--
Fund size (AUM)
₹159.74 Cr
Expense ratio
--
Rating
--

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
--
Min. for 2nd investment
--
Min. for SIP
--

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

Compare similar funds

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 ₹77,566 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₹77,566.02 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Custodian--
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,