How to Invest in Sundaram Select Small Cap Series V Direct Growth?

You can easily invest in Sundaram Select Small Cap Series V Direct Growth 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 Growth 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 Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Select Small Cap Series V Direct Growth provide?

The Sundaram Select Small Cap Series V Direct Growth 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 Growth?

The term Expense Ratio used for Sundaram Select Small Cap Series V Direct Growth 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 Growth is 0.52% as of 17 Nov 2024...

What is the AUM of Sundaram Select Small Cap Series V Direct Growth?

The AUM, short for Assets Under Management of Sundaram Select Small Cap Series V Direct Growth is ₹112.96Cr as of 17 Nov 2024.

How to Redeem Sundaram Select Small Cap Series V Direct Growth?

If you want to sell your Sundaram Select Small Cap Series V Direct Growth 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 Growth?

You can select either SIP or Lumpsum investment of Sundaram Select Small Cap Series V Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Sundaram Select Small Cap Series V Direct Growth?

The NAV of Sundaram Select Small Cap Series V Direct Growth is ₹14.16 as of 23 Jun 2021.

What is the PE and PB ratio of Sundaram Select Small Cap Series V Direct Growth?

The PE ratio ratio of Sundaram Select Small Cap Series V Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Sundaram Select Small Cap Series V Direct Growth - NAV, Mutual Fund Performance & Portfolio

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Sundaram Select Small Cap Series V Direct   Growth
Equity
Diversified
Moderate Risk
12.49%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
All
  NAV: 23 Jun 2021₹14.16
Min. SIP amountNot Supported
RatingNA
Fund size₹112.96Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Diversified
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA52.5%12.5%9.1%
Category averageNA56.2%14.2%NA
Rank with in categoryNA22NA
Understand terms
Holdings (30)NameSectorInstrumentAssets
Max Financial Services Ltd.
FinancialEquity2.44%
Apollo Hospitals Enterprise Ltd.
HealthcareEquity2.34%
Jubilant FoodWorks Ltd.
ServicesEquity2.25%
The Ramco Cements Ltd.
ConstructionEquity2.19%
Crompton Greaves Consumer Electricals Ltd.
Cons DurableEquity1.97%
Tata Consumer Products Ltd.
FMCGEquity1.78%
MindTree Ltd.
TechnologyEquity1.78%
Cholamandalam Investment & Finance Co. Ltd.
FinancialEquity1.76%
Trent Ltd.
ServicesEquity1.58%
Bharat Forge Ltd.
AutomobileEquity1.52%
ICICI Securities Ltd.
FinancialEquity1.51%
Bajaj Finserv Ltd.
FinancialEquity1.47%
LIC Housing Finance Ltd.
FinancialEquity1.46%
Ashok Leyland Ltd.
AutomobileEquity1.36%
Indraprastha Gas Ltd.
EnergyEquity1.33%
Siemens Ltd.
EngineeringEquity1.27%
Larsen & Toubro Infotech Ltd.
TechnologyEquity1.27%
Federal Bank Ltd.
FinancialEquity1.21%
City Union Bank Ltd.
FinancialEquity1.13%
Bank Of Baroda
FinancialEquity1.06%
Mphasis Ltd.
TechnologyEquity0.99%
PI Industries Ltd.
ChemicalsEquity0.93%
L&T Finance Holdings Ltd.
FinancialEquity0.87%
ICICI Lombard General Insurance Company Ltd.
FinancialEquity0.78%
Cummins India Ltd.
EngineeringEquity0.77%
Larsen & Toubro Ltd.
ConstructionEquity0.65%
Ipca Laboratories Ltd.
HealthcareEquity0.63%
Balkrishna Industries Ltd.
AutomobileEquity0.62%
Bharat Electronics Ltd.
EngineeringEquity0.61%
Amara Raja Batteries Ltd.
EngineeringEquity0.55%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 May 2021 - Present
0.52%
30 Apr 2021 - 31 May 2021
0.52%
31 Mar 2021 - 30 Apr 2021
0.53%
28 Feb 2021 - 31 Mar 2021
0.52%
31 Jan 2021 - 28 Feb 2021
0.52%
31 Dec 2020 - 31 Jan 2021
0.52%
30 Nov 2020 - 31 Dec 2020
0.52%
31 Oct 2020 - 30 Nov 2020
0.52%
30 Sep 2020 - 31 Oct 2020
0.52%
31 Aug 2020 - 30 Sep 2020
0.52%
31 Jul 2020 - 31 Aug 2020
0.52%
30 Jun 2020 - 31 Jul 2020
0.52%
31 May 2020 - 30 Jun 2020
0.52%
30 Apr 2020 - 31 May 2020
0.52%
31 Mar 2020 - 30 Apr 2020
0.52%
29 Feb 2020 - 31 Mar 2020
0.52%
31 Jan 2020 - 29 Feb 2020
0.52%
31 Dec 2019 - 31 Jan 2020
0.52%
30 Nov 2019 - 31 Dec 2019
0.52%
31 Oct 2019 - 30 Nov 2019
0.52%
30 Sep 2019 - 31 Oct 2019
0.52%
31 Aug 2019 - 30 Sep 2019
0.52%
31 Jul 2019 - 31 Aug 2019
0.52%
30 Jun 2019 - 31 Jul 2019
0.52%
31 May 2019 - 30 Jun 2019
0.52%
30 Apr 2019 - 31 May 2019
0.52%
31 Mar 2019 - 30 Apr 2019
1.91%
28 Feb 2019 - 31 Mar 2019
1.91%
31 Jan 2019 - 28 Feb 2019
1.91%
31 Dec 2018 - 31 Jan 2019
1.91%
30 Nov 2018 - 31 Dec 2018
1.91%
30 Sep 2018 - 30 Nov 2018
1.92%
31 Aug 2018 - 30 Sep 2018
1.92%
31 Jul 2018 - 31 Aug 2018
1.92%
30 Jun 2018 - 31 Jul 2018
1.92%
31 May 2018 - 30 Jun 2018
1.92%
30 Apr 2018 - 31 May 2018
1.91%
31 Mar 2018 - 30 Apr 2018
1.91%
28 Feb 2018 - 31 Mar 2018
1.92%
31 Jan 2018 - 28 Feb 2018
1.92%
31 Dec 2017 - 31 Jan 2018
1.92%
30 Nov 2017 - 31 Dec 2017
1.92%
31 Oct 2017 - 30 Nov 2017
1.94%
Expense ratio, exit load and taxExpense ratio: 0.52%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementRatish Varier
Feb 2021 - Present
View details
Education
Mr. Varier is a B.Com. & MBA (Finance)
Experience
Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
Also manages these schemes
Sundaram Mid Cap Fund Direct Growth
Sundaram Small Cap Fund Direct Growth
Sundaram Consumption Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Global Brand Direct Growth
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Select Micro Cap Series VIII Direct Growth
Sundaram Select Micro Cap Series X Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct   Growth
Sundaram Select Micro Cap Series XIV Direct   Growth
Sundaram Select Micro Cap Series XV Direct   Growth
Sundaram Select Small Cap Series V Direct   Growth
Sundaram Select Small Cap Series VI Direct   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct   Growth
Sundaram Select Micro Cap Series XVI Direct   Growth
Sundaram Select Micro Cap Series XVII Direct   Growth
Sundaram Long Term Tax Advantage Fund Series III Direct   Growth
Sundaram Emerging Small Cap Series 1 Direct   Growth
Sundaram Emerging Small Cap Series II Direct   Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct   Growth
Sundaram Emerging Small Cap Series III Direct   Growth
Sundaram Emerging Small Cap Series IV Direct   Growth
Sundaram Multi Cap Fund   Series I Direct   Growth
Sundaram Multi Cap Fund   Series II Direct   Growth
Sundaram Emerging Small Cap Series V Direct   Growth
Sundaram Emerging Small Cap Series VI Direct   Growth
Sundaram Emerging Small Cap Series VII Direct   Growth
Sundaram Equity Fund Direct   Growth
Sundaram Multi Cap Fund Direct Growth
Sundaram Dividend Yield Fund Direct Growth
Sundaram Business Cycle Fund Direct   Growth
Rohit Seksaria
Feb 2021 - Present
View details
Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Also manages these schemes
Sundaram Diversified Equity Fund Direct Growth
Sundaram Small Cap Fund Direct Growth
Sundaram Consumption Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Global Brand Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Select Micro Cap Series I Direct Growth
Sundaram Select Micro Cap Series II Direct Growth
Sundaram Select Micro Cap Series III Direct Growth
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram World Brand Fund Series III Direct Growth
Sundaram Long Term Tax Advantage Fund Series I Direct Growth
Sundaram Select Micro Cap Series VIII Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Select Micro Cap Series X Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct   Growth
Sundaram Select Micro Cap Series XI Direct   Growth
Sundaram Smart NIFTY 100 Equal Weight Fund Direct   Growth
Sundaram Select Micro Cap Series XII Direct   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct   Growth
Sundaram Select Micro Cap Series XIV Direct   Growth
Sundaram Select Micro Cap Series XV Direct   Growth
Sundaram Select Small Cap Series V Direct   Growth
Sundaram Select Small Cap Series VI Direct   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct   Growth
Sundaram Select Micro Cap Series XVI Direct   Growth
Sundaram Select Micro Cap Series XVII Direct   Growth
Sundaram Long Term Tax Advantage Fund Series III Direct   Growth
Sundaram Emerging Small Cap Series 1 Direct   Growth
Sundaram Emerging Small Cap Series II Direct   Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct   Growth
Sundaram Emerging Small Cap Series III Direct   Growth
Sundaram Emerging Small Cap Series IV Direct   Growth
Sundaram Multi Cap Fund   Series I Direct   Growth
Sundaram Multi Cap Fund   Series II Direct   Growth
Sundaram Emerging Small Cap Series V Direct   Growth
Sundaram Emerging Small Cap Series VI Direct   Growth
Sundaram Services Fund Direct   Growth
Sundaram Emerging Small Cap Series VII Direct   Growth
Sundaram Equity Savings Fund(Ex) Direct   Growth
Sundaram Arbitrage Fund(Ex) Direct   Growth
Sundaram Large Cap Fund Direct   Growth
Sundaram Nifty 100 Equal Weight Fund Direct Growth
Sundaram Arbitrage Fund Direct Growth
Sundaram ELSS Tax Saver Fund Direct
Sundaram Multi Cap Fund Direct Growth
Sundaram Equity Savings Fund Direct Growth
Sundaram Flexi Cap Fund Direct   Growth
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹67,442.81Cr
Date of Incorporation26 Feb 1996
    Sundaram Select Small Cap Series V Direct   Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund.     This scheme was made available to investors on 26 Feb 1996.     S Krishnakumar, Dwijendra Srivastava is the Current Fund Manager of Sundaram Select Small Cap Series V Direct   Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹67,443 Cr and     the Latest NAV as of 23 Jun 2021 is ₹14.16.  

    The Sundaram Select Small Cap Series V Direct   Growth is rated Moderate risk.               
  ;
Investment ObjectiveTo seek capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be equity/equity-related instruments of companies that can be termed as small-caps. 
 
;
Fund benchmarkBSE Small Cap Total Return Index
Scheme Information Document(SID)
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
Website
www.sundarammutual.com
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,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Sundaram Select Small Cap Series V Direct   Growth
VS
Add mutual fund to compare

	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

Name	Sector	Instrument	Assets
Max Financial Services Ltd.	Financial	Equity	2.44%
Apollo Hospitals Enterprise Ltd.	Healthcare	Equity	2.34%
Jubilant FoodWorks Ltd.	Services	Equity	2.25%
The Ramco Cements Ltd.	Construction	Equity	2.19%
Crompton Greaves Consumer Electricals Ltd.	Cons Durable	Equity	1.97%
Tata Consumer Products Ltd.	FMCG	Equity	1.78%
MindTree Ltd.	Technology	Equity	1.78%
Cholamandalam Investment & Finance Co. Ltd.	Financial	Equity	1.76%
Trent Ltd.	Services	Equity	1.58%
Bharat Forge Ltd.	Automobile	Equity	1.52%
ICICI Securities Ltd.	Financial	Equity	1.51%
Bajaj Finserv Ltd.	Financial	Equity	1.47%
LIC Housing Finance Ltd.	Financial	Equity	1.46%
Ashok Leyland Ltd.	Automobile	Equity	1.36%
Indraprastha Gas Ltd.	Energy	Equity	1.33%
Siemens Ltd.	Engineering	Equity	1.27%
Larsen & Toubro Infotech Ltd.	Technology	Equity	1.27%
Federal Bank Ltd.	Financial	Equity	1.21%
City Union Bank Ltd.	Financial	Equity	1.13%
Bank Of Baroda	Financial	Equity	1.06%
Mphasis Ltd.	Technology	Equity	0.99%
PI Industries Ltd.	Chemicals	Equity	0.93%
L&T Finance Holdings Ltd.	Financial	Equity	0.87%
ICICI Lombard General Insurance Company Ltd.	Financial	Equity	0.78%
Cummins India Ltd.	Engineering	Equity	0.77%
Larsen & Toubro Ltd.	Construction	Equity	0.65%
Ipca Laboratories Ltd.	Healthcare	Equity	0.63%
Balkrishna Industries Ltd.	Automobile	Equity	0.62%
Bharat Electronics Ltd.	Engineering	Equity	0.61%
Amara Raja Batteries Ltd.	Engineering	Equity	0.55%

Rank (total assets)	#17 in India
Total AUM	₹67,442.81Cr

Date of Incorporation	26 Feb 1996

Fund benchmark	BSE Small Cap Total Return Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	NA
Fund size	₹112.96Cr

Sundaram Select Small Cap Series V Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (30)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.52%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Ratish VarierFeb 2021 - PresentView details

Rohit SeksariaFeb 2021 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Ratish Varier
Feb 2021 - Present
View details

Rohit Seksaria
Feb 2021 - Present
View details