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Sundaram Select Micro Cap Series IX Growth
Equity
Diversified
Moderately High Risk
-12.48%
3Y annualised
0.00% 1D
NAV: 05 Nov '20
₹10.89
Min. for SIP
Not Supported
Fund size
₹52.73 Cr
Expense ratio
1.39%
Holdings (7)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Astra Microwave Products Ltd. | Communication | Equity | 2.04% |
| Angel Broking Ltd. | Financial | Equity | 1.16% |
| KSB Ltd. | Engineering | Equity | 0.85% |
| Kei Industries Ltd. | Engineering | Equity | 0.81% |
| Kennametal India Ltd. | Engineering | Equity | 0.55% |
| Computer Age Management Services Ltd. | Financial | Equity | 0.19% |
| Bharti Airtel Ltd. | Communication | Equity | 0.03% |
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 | +21.8% | -13.3% | -12.5% | +1.7% |
| Category average (Equity Diversified) | +14.0% | +10.9% | +32.3% | -- |
| Rank (Equity Diversified) | -- | 19 | 7 | -- |
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 Select Micro Cap Series IX Growth
Sundaram Select Micro Cap Series IX 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 05 Nov 2020 is ₹10.89.
The Sundaram Select Micro Cap Series IX Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹500.
;
Investment Objective
The scheme seeks capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as micro-caps. A company whose market capitalisation is equal to or lower than that of the 301st stock by market cap on the NSE at the time of investment will be considered to be in micro-cap category.;
Fund benchmarkBSE Small Cap 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,