Sundaram Select Micro Cap Series V Direct Growth

Sundaram Select Micro Cap Series V Direct Growth

Equity
Diversified
NAV: 05 Mar '18
₹22.99
Min. SIP amount
Not Supported
Fund size
₹242.81 Cr
Expense ratio
2.54%

Holdings (26)

NameSectorInstrumentsAssets
Blue Star Ltd.Cons DurableEquity3.80%
Navin Fluorine International Ltd.ChemicalsEquity3.30%
Timken India Ltd.EngineeringEquity3.04%
Ashoka Buildcon Ltd.ConstructionEquity2.96%
JK Cement LtdConstructionEquity2.90%
DCB Bank Ltd.FinancialEquity2.48%
Praj Industries Ltd.EngineeringEquity2.14%
Kalpataru Power Transmission Ltd.ConstructionEquity2.08%
PVR Ltd.ServicesEquity2.00%
Ador Welding Ltd.EngineeringEquity1.93%
Rane Holdings Ltd.AutomobileEquity1.76%
KSB Ltd.EngineeringEquity1.37%
Khadim India Ltd.FMCGEquity1.28%
Thyrocare Technologies Ltd.HealthcareEquity1.27%
PTC India Ltd.EnergyEquity1.21%
Salzer Electronics Ltd.EngineeringEquity1.18%
Kennametal India Ltd.EngineeringEquity1.05%
MM Forgings Ltd.MetalsEquity1.00%
Navneet Education Ltd.FMCGEquity0.98%
Johnson Controls - Hitachi Air Conditioning India Ltd.Cons DurableEquity0.97%
WPIL Ltd.EngineeringEquity0.88%
S Chand And Co Ltd.FMCGEquity0.75%
Dollar Industries LtdTextilesEquity0.73%
Repco Home Finance Ltd.FinancialEquity0.60%
HSIL Ltd.ConstructionEquity0.58%
Asian Granito India Ltd.ConstructionEquity0.49%
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
Name1M3M6MAll
Fund returns--------
Category average (Equity Diversified)--------
Rank (Equity Diversified)--------

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 V Direct Growth

Sundaram Select Micro Cap Series V 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 ₹76,948 Cr and the Latest NAV as of 05 Mar 2018 is ₹22.99. The Sundaram Select Micro Cap Series V Direct Growth is rated NA 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 Index

Fund house

Rank (total assets)#17 in India
Total AUM₹76,948.12 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,