Sundaram Select Small Cap Series III Direct Growth

Equity
Diversified
Moderately High Risk
7.49%
3Y annualised
0.00% 1D
1M
6M
1Y
3Y
All
NAV: 31 Mar 2020₹16.13
Min. SIP amountNot Supported
RatingNA
Fund size₹56.64Cr

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 returnsNA12.0%7.5%10.0%
Category averageNA56.2%14.2%NA
Rank with in categoryNA11NA
Understand terms

Holdings (14)

NameSectorInstrumentAssets
ConstructionEquity4.01%
ServicesEquity2.18%
FinancialEquity1.95%
EngineeringEquity1.90%
FinancialEquity1.89%
Mahindra & Mahindra Financial Services Ltd.
FinancialEquity1.44%
L&T Technology Services Ltd.
EngineeringEquity1.43%
ServicesEquity1.41%
TextilesEquity1.41%
FinancialEquity1.08%
EnergyEquity0.98%
ConstructionEquity0.92%
EngineeringEquity0.87%
Cons DurableEquity0.00%
See All

Expense ratio, exit load and tax

Expense ratio: 0.74%

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
Mar 2015 - 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

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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