| NAV: 23 Jun 2021 | ₹14.16 |
| Min. SIP amount | NA |
| Rating | NA |
| Fund size | ₹112.96Cr |
Returns and rankings
| 6M | 1Y | 3Y | All | |
|---|---|---|---|---|
| Fund returns | NA | 52.5% | 12.5% | 9.1% |
| Category average | NA | 56.2% | 14.2% | NA |
| Rank with in category | NA | 2 | 2 | NA |
Holdings (30)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Max Financial Services Ltd. | Financial | Equity | 2.4% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 2.3% |
| Jubilant FoodWorks Ltd. | Services | Equity | 2.2% |
| The Ramco Cements Ltd. | Construction | Equity | 2.2% |
| Crompton Greaves Consumer Electricals Ltd. | Cons Durable | Equity | 2.0% |
| Tata Consumer Products Ltd. | FMCG | Equity | 1.8% |
MindTree Ltd. | Technology | Equity | 1.8% |
Cholamandalam Investment & Finance Co. Ltd. | Financial | Equity | 1.8% |
| Trent Ltd. | Services | Equity | 1.6% |
| Bharat Forge Ltd. | Automobile | Equity | 1.5% |
Expense ratio, exit load and tax
Expense ratio: 0.52%
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.
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
Ratish VarierFeb 2021 - PresentView details
Rohit SeksariaFeb 2021 - PresentView details
Fund house & investment objective
Fund house contact details
Compare funds
FAQs
How to Invest in Sundaram Select Small Cap Series V Direct IDCW?
You can easily invest in Sundaram Select Small Cap Series V Direct IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for Sundaram Select Small Cap Series V Direct IDCW from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in Sundaram Select Small Cap Series V Direct IDCW as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Sundaram Select Small Cap Series V Direct IDCW provide?
The Sundaram Select Small Cap Series V Direct IDCW has been there from 23 Jun 2017 and the average annual returns provided by this fund is 52.54% since its inception.
How much expense ratio is charged by Sundaram Select Small Cap Series V Direct IDCW?
The term
Expense Ratio used for Sundaram Select Small Cap Series V Direct IDCW or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of Sundaram Select Small Cap Series V Direct IDCW is 0.52% as of 16 May 2022...
What is the AUM of Sundaram Select Small Cap Series V Direct IDCW?
The AUM, short for Assets Under Management of Sundaram Select Small Cap Series V Direct IDCW is ₹112.96Cr as of 16 May 2022.
How to Redeem Sundaram Select Small Cap Series V Direct IDCW?
If you want to sell your Sundaram Select Small Cap Series V Direct IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of Sundaram Select Small Cap Series V Direct IDCW?
What is the NAV of Sundaram Select Small Cap Series V Direct IDCW?
The NAV of Sundaram Select Small Cap Series V Direct IDCW is ₹14.16 as of 23 Jun 2021.
