Sundaram Select Micro Cap Series IV Regular IDCW

Equity
Diversified
Moderately High Risk
Payout
11.83%
3Y annualised
+0.03% 1D
1M
6M
1Y
3Y
All
NAV: 11 Mar 2019₹9.61
Min. SIP amountNot Supported
Rating3
Fund size₹43.15Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Diversified
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA-9.7%11.8%23.3%
Category averageNA10.9%32.3%NA
Rank with in categoryNA34NA
Understand terms

Holdings (47)

NameSectorInstrumentAssets
MetalsEquity5.16%
EngineeringEquity4.92%
Heidelberg Cement India Ltd.
ConstructionEquity4.63%
Johnson Controls - Hitachi Air Conditioning India Ltd.
Cons DurableEquity4.20%
EngineeringEquity4.09%
ChemicalsEquity3.73%
AutomobileEquity3.53%
AutomobileEquity3.40%
EngineeringEquity3.30%
ConstructionEquity2.95%
ChemicalsEquity2.91%
FinancialEquity2.88%
Mahindra CIE Automotive Ltd.
MetalsEquity2.82%
Cons DurableEquity2.81%
Ingersoll Rand India Ltd.
EngineeringEquity2.66%
MetalsEquity2.66%
ConstructionEquity2.53%
Ujjivan Financial Services Ltd.
FinancialEquity2.51%
EngineeringEquity2.44%
ConstructionEquity2.28%
ServicesEquity2.15%
EngineeringEquity1.81%
HealthcareEquity1.77%
EngineeringEquity1.60%
ConstructionEquity1.58%
Agro Tech Foods Ltd.
FMCGEquity1.54%
FMCGEquity1.51%
INEOS Styrolution India Ltd
ChemicalsEquity1.47%
ServicesEquity1.44%
Muthoot Capital Services Ltd.
FinancialEquity1.40%
ITD Cementation India Ltd.
ConstructionEquity1.31%
EngineeringEquity1.25%
Repco Home Finance Ltd.
FinancialEquity1.19%
Capacite Infraprojects Ltd.
ConstructionEquity1.05%
FinancialEquity1.01%
ChemicalsEquity1.00%
EngineeringEquity1.00%
ServicesEquity0.97%
Navin Fluorine International Ltd.
ChemicalsEquity0.91%
FMCGEquity0.91%
FMCGEquity0.86%
Godfrey Phillips India Ltd.
FMCGEquity0.86%
ServicesEquity0.84%
Clariant Chemicals (India) Ltd.
ChemicalsEquity0.77%
PSP Projects Ltd.
ConstructionEquity0.66%
ChemicalsEquity0.63%
ChemicalsEquity0.55%
See All

Expense ratio, exit load and tax

Expense ratio: 2.87%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

S Krishnakumar
Feb 2014 - Present
View details

Education
Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Anush Shares & Securities.
Also manages these schemes

Rohit Seksaria
Dec 2017 - Present
View details

Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Compare funds

Sundaram Select Micro Cap Series IV Regular IDCW
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2024 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 5.5.9
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  GROWWMF |  SBI |  AXIS |  HDFC |  UTI |  NIPPON INDIA |  ICICI PRUDENTIAL |  TATA |  KOTAK |  DSP |  CANARA ROBECO |  SUNDARAM |  MIRAE ASSET |  IDFC |  FRANKLIN TEMPLETON |  PPFAS |  MOTILAL OSWAL |  INVESCO |  EDELWEISS |  ADITYA BIRLA SUN LIFE |  LIC |  HSBC |  NAVI |  QUANTUM |  UNION |  ITI |  MAHINDRA MANULIFE |  360 ONE |  BOI |  TAURUS |  JM FINANCIAL |  PGIM |  SHRIRAM |  BARODA BNP PARIBAS |  QUANT |  WHITEOAK CAPITAL |  TRUST |  SAMCO |  NJ