1M
6M
1Y
| NAV: 21 Sep 2018 | ₹14.49 |
| Min. SIP amount | NA |
| Rating | 3star |
| 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
| 3M | 6M | 1Y | All | |
|---|---|---|---|---|
| Fund returns | NA | NA | NA | NA |
| Category average | NA | NA | 56.2% | NA |
| Rank with in category | NA | NA | NA | NA |
Understand termsinfo
Holdings (48)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
The Ramco Cements Ltd. | Construction | Equity | 4.5% |
CESC Ltd. | Energy | Equity | 3.8% |
Arvind Ltd. | Textiles | Equity | 3.0% |
Thermax Ltd. | Engineering | Equity | 2.9% |
Exide Industries Ltd. | Engineering | Equity | 2.8% |
Cholamandalam Investment & Finance Co. Ltd. | Financial | Equity | 2.8% |
Mphasis Ltd. | Technology | Equity | 2.7% |
Coromandel International Ltd. | Chemicals | Equity | 2.7% |
Century Textiles & Inds. Ltd. | Diversified | Equity | 2.6% |
Redington India Ltd. | Technology | Equity | 2.6% |
See All
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
2.87%
31 Aug 2018 - 30 Sep 2018
2.88%
31 Jul 2018 - 31 Aug 2018
2.88%
30 Jun 2018 - 31 Jul 2018
2.88%
31 May 2018 - 30 Jun 2018
2.88%
30 Apr 2018 - 31 May 2018
2.87%
31 Mar 2018 - 30 Apr 2018
2.87%
28 Feb 2018 - 31 Mar 2018
2.88%
31 Jan 2018 - 28 Feb 2018
3.11%
31 Dec 2017 - 31 Jan 2018
3.11%
30 Nov 2017 - 31 Dec 2017
3.11%
31 Oct 2017 - 30 Nov 2017
3.11%
Expense ratio, exit load and tax
Expense ratio: 2.87%
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 Regular Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to
Sundaram Select Small Cap Series II Regular Growth 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 Regular Growth fund. The fund currently has an Asset Under Management(AUM) of ₹32,095 Cr and the Latest NAV as of 21 Sep 2018 is ₹14.49.
The Sundaram Select Small Cap Series II Regular Growth is rated NA risk. Minimum SIP Investment is set to 500.
...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 Regular Growth
VS
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