Sundaram Select Small Cap Series VI Direct Growth

Equity
Diversified
Moderate Risk
15.49%
3Y annualised
+0.10% 1D
1M
6M
1Y
3Y
All
NAV: 19 Jul 2021₹14.50
Min. SIP amountNot Supported
RatingNA
Fund size₹52.72Cr

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 Diversified
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA57.0%15.5%9.7%
Category averageNA56.2%14.2%NA
Rank with in categoryNA11NA
Understand terms

Holdings (41)

NameSectorInstrumentAssets
HealthcareEquity1.24%
FinancialEquity1.24%
ConstructionEquity1.08%
ServicesEquity1.04%
Consumer DurableEquity1.00%
FMCGEquity0.94%
MindTree Ltd.
TechnologyEquity0.90%
Cholamandalam Investment & Finance Company Ltd.
FinancialEquity0.76%
FinancialEquity0.75%
ServicesEquity0.73%
FinancialEquity0.71%
AutomobileEquity0.69%
FMCGEquity0.69%
FinancialEquity0.68%
Consumer DurableEquity0.68%
EnergyEquity0.65%
ChemicalsEquity0.64%
FinancialEquity0.64%
AutomobileEquity0.62%
FinancialEquity0.61%
FMCGEquity0.61%
EngineeringEquity0.57%
FinancialEquity0.53%
TechnologyEquity0.52%
TechnologyEquity0.51%
FinancialEquity0.50%
Consumer DurableEquity0.49%
DiversifiedEquity0.46%
ServicesEquity0.43%
ChemicalsEquity0.41%
EngineeringEquity0.41%
FinancialEquity0.40%
JB Chemicals & Pharmaceuticals Ltd.
HealthcareEquity0.38%
ICICI Lombard General Insurance Company Ltd.
InsuranceEquity0.38%
EngineeringEquity0.35%
EnergyEquity0.32%
ConstructionEquity0.31%
FinancialEquity0.31%
AutomobileEquity0.29%
HealthcareEquity0.28%
EngineeringEquity0.26%
See All

Expense ratio, exit load and tax

Expense ratio: 0.82%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (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.

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 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,

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