1M
6M
1Y
3Y
All
| NAV: 28 Dec 2020 | ₹10.58 |
| Min. SIP amount | Not Supported |
| Rating | NA |
| Fund size | ₹95.87Cr |
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 Small Cap
Annualised returns
Absolute returns
| 6M | 1Y | 3Y | All | |
|---|---|---|---|---|
| Fund returns | NA | 15.0% | -8.8% | 1.4% |
| Category average | NA | 13.9% | 29.3% | NA |
| Rank with in category | NA | 17 | 8 | NA |
Understand terms
Holdings (58)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| INOX Leisure Ltd. | Services | Equity | 3.4% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 3.4% |
| Grindwell Norton Ltd. | Metals | Equity | 2.8% |
| India Cements Ltd. | Construction | Equity | 2.7% |
| Angel Broking Ltd. | Financial | Equity | 2.5% |
Happiest Minds Technologies Ltd. | Technology | Equity | 2.2% |
| Healthcare Global Enterprises Ltd. | Healthcare | Equity | 2.1% |
| JK Cement Ltd | Construction | Equity | 2.0% |
| Equitas Small Finance Bank Ltd. | Financial | Equity | 2.0% |
| Kalpataru Power Transmission Ltd. | Construction | Equity | 2.0% |
See All
Expense ratio, exit load and tax
Expense ratio: 1.01%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
S KrishnakumarDec 2016 - PresentView details
S Krishnakumar
Dec 2016 - 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
Dwijendra SrivastavaDec 2016 - PresentView details
Dwijendra Srivastava
Dec 2016 - Present
View details
Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes
Rohit SeksariaApr 2019 - PresentView details
Rohit Seksaria
Apr 2019 - 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, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
[email protected]Website
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,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Select Micro Cap Series XI Direct IDCW
VS
Add mutual fund to compare