Sundaram Select Small Cap Series IV Direct IDCW

Equity
Mid Cap
Moderately High Risk
4.55%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
All
NAV: 17 Apr 2020₹12.98
Min. SIP amountNot Supported
RatingNA
Fund size₹56.04Cr

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 Mid Cap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA4.4%4.5%8.7%
Category averageNA56.2%14.2%NA
Rank with in categoryNA11NA
Understand terms

Holdings (23)

NameSectorInstrumentAssets
ConstructionEquity4.0%
FinancialEquity2.8%
Cons DurableEquity2.8%
FMCGEquity2.8%
EngineeringEquity2.6%
ServicesEquity2.2%
FinancialEquity2.0%
ConstructionEquity2.0%
ServicesEquity1.9%
ChemicalsEquity1.9%
See All

Expense ratio, exit load and tax

Expense ratio: 1.17%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 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,

Compare funds

Sundaram Select Small Cap Series IV Direct IDCW
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2023 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 4.5.1
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  GROWWMF |  SBI |  AXIS |  HDFC |  UTI |  NIPPON INDIA |  ICICI PRUDENTIAL |  TATA |  KOTAK MAHINDRA |  DSP |  CANARA ROBECO |  SUNDARAM |  MIRAE ASSET |  BANDHAN |  FRANKLIN TEMPLETON |  PPFAS |  MOTILAL OSWAL |  INVESCO |  EDELWEISS |  ADITYA BIRLA SUN LIFE |  LIC |  HSBC |  NAVI |  QUANTUM |  UNION |  IDBI |  ITI |  MAHINDRA MANULIFE |  360 ONE |  BOI |  TAURUS |  JM FINANCIAL |  PGIM |  SHRIRAM |  BARODA BNP PARIBAS |  QUANT |  WHITEOAK CAPITAL |  TRUST |  SAMCO |  NJ |  BAJAJ