| NAV: 31 Jan 2018 | ₹14.53 |
| Min. SIP amount | NA |
| Rating | NA |
| Fund size | ₹89.86 Cr |
Understand terms
Annualised returns
Average of the yearly returns of a mutual fund over a given period.
Absolute returns
The total return of a mutual fund over a given period.
Returns and rankings
Category: Equity Mid Cap
Absolute returns
| 1M | 3M | 6M | All | |
|---|---|---|---|---|
| Fund returns | NA | NA | NA | NA |
| Category average | NA | NA | NA | NA |
| Rank with in category | NA | NA | NA | NA |
Understand termsinfo
Understand terms
Expense ratio
A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
Tax
A percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit load
A fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp duty
A form of tax payable for the purchase or sale of an asset or security.
Past expense ratio & exit load
Expense ratio
Exit load
30 Sep 2018 - Present
2.52%
31 Aug 2018 - 30 Sep 2018
2.53%
31 Jul 2018 - 31 Aug 2018
2.53%
30 Jun 2018 - 31 Jul 2018
2.53%
31 May 2018 - 30 Jun 2018
2.53%
30 Apr 2018 - 31 May 2018
2.52%
31 Mar 2018 - 30 Apr 2018
2.52%
28 Feb 2018 - 31 Mar 2018
2.53%
31 Jan 2018 - 28 Feb 2018
2.76%
31 Dec 2017 - 31 Jan 2018
2.76%
30 Nov 2017 - 31 Dec 2017
2.76%
31 Oct 2017 - 30 Nov 2017
2.76%
Expense ratio, exit load and tax
Expense ratio: 2.52%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
NA
Understand termsinfo
Check past data
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
S Krishnakumar
Nov 2014 - 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
Fund house & investment objective
| Rank (total assets) | #17 in India |
|---|---|
| Total AUM | 32,095.30 Cr |
| Date of Incorporation | 26 Feb 1996 |
|---|
Sundaram Select Small Cap Series II Direct IDCW is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to inv
Sundaram Select Small Cap Series II Direct IDCW is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. S Krishnakumar is the Current Fund Manager of Sundaram Select Small Cap Series II Direct IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹32,095 Cr and the Latest NAV as of 31 Jan 2018 is ₹14.53.
The Sundaram Select Small Cap Series II Direct IDCW is rated NA risk.
...Read more
Investment Objective
The scheme seeks capital appreciation by investing predominantly in equity/equity- related instruments of companies that can be termed as small-caps.
The scheme seeks capital appreciation by investing predominantly in equity/equity- related instruments of companies that can be termed as small-caps.
...Read more
| Fund benchmark | S&P BSE Small Cap TRI |
|---|
Fund house contact details
Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
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 Small Cap Series II Direct IDCW
VS
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