Sundaram Select Micro Cap Series XIV Growth

Sundaram Select Micro Cap Series XIV Growth

+21.83%
3Y annualised
+0.03% 1D
1M
6M
1Y
3Y
All
NAV: 28 Apr '22
₹16.40
Min. for SIP
Not Supported
Fund size
₹216.07 Cr
Expense ratio
1.34%

Holdings (2)

NameSectorInstrumentsAssets
Escorts Ltd.AutomobileEquity5.51%
Indoco Remedies Ltd.HealthcareEquity0.61%

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
Name6M1Y3YAll
Fund returns+1.2%+43.2%+21.8%+10.4%
Category average (Equity Small Cap)+14.0%+10.9%+32.3%--
Rank (Equity Small Cap)--1010--

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

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About Sundaram Select Micro Cap Series XIV Growth

Sundaram Select Micro Cap Series XIV 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 ₹76,017 Cr and the Latest NAV as of 28 Apr 2022 is ₹16.40. The Sundaram Select Micro Cap Series XIV Growth is rated Low to Moderate risk. ;

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₹76,017.50 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Custodian--
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,