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Sundaram Select Small Cap Series III Direct Growth
Equity
Diversified
Moderately High Risk
+7.49%
3Y annualised
0.00% 1D
NAV: 31 Mar '20
₹16.13
Min. SIP amount
Not Supported
Fund size
₹56.64 Cr
Expense ratio
0.74%
Holdings (14)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| The Ramco Cements Ltd. | Construction | Equity | 4.01% |
| Aditya Birla Fashion and Retail Ltd. | Services | Equity | 2.18% |
| Max Financial Services Ltd. | Financial | Equity | 1.95% |
| Thermax Ltd. | Engineering | Equity | 1.90% |
| City Union Bank Ltd. | Financial | Equity | 1.89% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 1.44% |
| L&T Technology Services Ltd. | Engineering | Equity | 1.43% |
| EIH Ltd. | Services | Equity | 1.41% |
| Vardhman Textiles Ltd. | Textiles | Equity | 1.41% |
| Quess Corp Ltd. | Financial | Equity | 1.08% |
| Castrol India Ltd. | Energy | Equity | 0.98% |
| JK Cement Ltd | Construction | Equity | 0.92% |
| Siemens Ltd. | Engineering | Equity | 0.87% |
| Crompton Greaves Consumer Electricals Ltd. | Cons Durable | Equity | NA |
See All
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
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | +10.3% | +12.0% | +7.5% | +10.0% |
| Category average (Equity Diversified) | +16.8% | +56.2% | +14.2% | -- |
| Rank (Equity Diversified) | -- | 1 | 1 | -- |
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
About Sundaram Select Small Cap Series III Direct Growth
Sundaram Select Small Cap Series III Direct 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 ₹76,137 Cr and the Latest NAV as of 31 Mar 2020 is ₹16.13.
The Sundaram Select Small Cap Series III Direct Growth is rated Moderately High risk.
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Investment Objective
The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity/equity related struments of companies that can be termed as smallcaps.
Fund benchmarkBSE Small Cap Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM₹76,136.70 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,