Sundaram Select Micro Cap Series XI Direct Growth

Equity
Diversified
Moderately High Risk
-8.76%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
All
NAV: 28 Dec 2020₹10.58
Min. SIP amountNot Supported
RatingNA
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 Diversified
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA15.0%-8.8%1.4%
Category averageNA10.9%32.3%NA
Rank with in categoryNA178NA
Understand terms

Holdings (58)

NameSectorInstrumentAssets
ServicesEquity3.39%
ChemicalsEquity3.36%
MetalsEquity2.81%
ConstructionEquity2.73%
FinancialEquity2.49%
Happiest Minds Technologies Ltd.
TechnologyEquity2.19%
HealthcareEquity2.07%
ConstructionEquity2.04%
FinancialEquity2.04%
ConstructionEquity2.04%
CommunicationEquity1.99%
EngineeringEquity1.99%
ConstructionEquity1.96%
FinancialEquity1.81%
FinancialEquity1.79%
Cons DurableEquity1.79%
CommunicationEquity1.62%
FinancialEquity1.60%
FinancialEquity1.55%
Cons DurableEquity1.50%
MetalsEquity1.46%
EngineeringEquity1.45%
CommunicationEquity1.43%
Mahindra Holidays & Resorts India Ltd
ServicesEquity1.26%
FMCGEquity1.22%
ConstructionEquity1.22%
FinancialEquity1.22%
Tube Investments Of India Ltd.
AutomobileEquity1.21%
ChemicalsEquity1.10%
HealthcareEquity1.04%
AutomobileEquity0.97%
TechnologyEquity0.96%
ServicesEquity0.95%
TextilesEquity0.91%
FinancialEquity0.90%
EngineeringEquity0.87%
TechnologyEquity0.87%
AutomobileEquity0.86%
EngineeringEquity0.83%
HealthcareEquity0.83%
HealthcareEquity0.82%
ConstructionEquity0.79%
EngineeringEquity0.74%
FinancialEquity0.73%
ConstructionEquity0.71%
EngineeringEquity0.57%
AutomobileEquity0.50%
Taj GVK Hotels & Resorts Ltd.
ServicesEquity0.50%
EngineeringEquity0.48%
FinancialEquity0.46%
FinancialEquity0.40%
TextilesEquity0.36%
ConstructionEquity0.32%
ServicesEquity0.29%
ConstructionEquity0.28%
INEOS Styrolution India Ltd
ChemicalsEquity0.23%
FMCGEquity0.20%
TextilesEquity0.19%
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 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
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 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 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 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,

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