Sundaram Select Small Cap Series V Regular Growth

Equity
Mid Cap
Moderate Risk
11.59%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
All
NAV: 23 Jun 2021₹13.68
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 (%)

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA51.3%11.6%8.1%
Category averageNA56.2%14.2%NA
Rank with in categoryNA22NA
Understand terms

Holdings (30)

NameSectorInstrumentAssets
Max Financial Services Ltd.FinancialEquity2.4%
Apollo Hospitals Enterprise Ltd.HealthcareEquity2.3%
Jubilant FoodWorks Ltd.ServicesEquity2.2%
The Ramco Cements Ltd.ConstructionEquity2.2%
Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity2.0%
Tata Consumer Products Ltd.FMCGEquity1.8%
MindTree Ltd.
TechnologyEquity1.8%
Cholamandalam Investment & Finance Co. Ltd.
FinancialEquity1.8%
Trent Ltd.ServicesEquity1.6%
Bharat Forge Ltd.AutomobileEquity1.5%
See All

Expense ratio, exit load and tax

Expense ratio: 1.31%

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

Ratish 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

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

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
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,

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