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Sundaram Select Small Cap Series IV Direct Growth
Equity
Diversified
Moderately High Risk
+4.55%
3Y annualised
+0.02% 1D
NAV: 17 Apr '20
₹15.17
Min. SIP amount
Not Supported
Fund size
₹56.04 Cr
Expense ratio
1.17%
Holdings (23)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| The Ramco Cements Ltd. | Construction | Equity | 4.00% |
| City Union Bank Ltd. | Financial | Equity | 2.82% |
| Crompton Greaves Consumer Electricals Ltd. | Cons Durable | Equity | 2.79% |
| Tata Consumer Products Ltd. | FMCG | Equity | 2.76% |
| Siemens Ltd. | Engineering | Equity | 2.63% |
| Aditya Birla Fashion and Retail Ltd. | Services | Equity | 2.19% |
| Max Financial Services Ltd. | Financial | Equity | 2.04% |
| JK Cement Ltd | Construction | Equity | 1.97% |
| Trent Ltd. | Services | Equity | 1.92% |
| Coromandel International Ltd. | Chemicals | Equity | 1.90% |
| Thermax Ltd. | Engineering | Equity | 1.90% |
| Emami Ltd. | FMCG | Equity | 1.64% |
| JM Financial Ltd. | Financial | Equity | 1.55% |
| L&T Finance Holdings Ltd. | Financial | Equity | 1.51% |
| L&T Technology Services Ltd. | Engineering | Equity | 1.44% |
| Vardhman Textiles Ltd. | Textiles | Equity | 1.42% |
| EIH Ltd. | Services | Equity | 1.41% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 1.40% |
| Castrol India Ltd. | Energy | Equity | 1.30% |
| Federal Bank Ltd. | Financial | Equity | 1.21% |
| Quess Corp Ltd. | Financial | Equity | 1.08% |
| Zee Entertainment Enterprises Ltd. | Services | Equity | 0.79% |
| Tata Power Co. Ltd. | Energy | Equity | 0.76% |
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 | +2.9% | +4.4% | +4.5% | +8.7% |
| 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 IV Direct Growth
Sundaram Select Small Cap Series IV 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 17 Apr 2020 is ₹15.17.
The Sundaram Select Small Cap Series IV 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,