Sundaram Select Small Cap Series II Growth

Sundaram Select Small Cap Series II Growth

1M
6M
1Y
NAV: 21 Sep '18
₹14.49
Min. for SIP
Not Supported
Fund size (AUM)
₹89.86 Cr
Expense ratio
2.87%
Rating
3

Holdings (48)

NameSectorInstrumentsAssets
The Ramco Cements Ltd.ConstructionEquity4.46%
CESC Ltd.EnergyEquity3.80%
Arvind Ltd.TextilesEquity3.03%
Thermax Ltd.EngineeringEquity2.93%
Exide Industries Ltd.EngineeringEquity2.83%
Cholamandalam Investment & Finance Co. Ltd.FinancialEquity2.79%
Mphasis Ltd.TechnologyEquity2.71%
Coromandel International Ltd.ChemicalsEquity2.69%
Century Textiles & Inds. Ltd.DiversifiedEquity2.65%
Redington India Ltd.TechnologyEquity2.62%
Bayer CropScience Ltd.HealthcareEquity2.57%
Quess Corp Ltd.FinancialEquity2.55%
Whirlpool Of India Ltd.Cons DurableEquity2.55%
L&T Technology Services Ltd.EngineeringEquity2.53%
SRF Ltd.DiversifiedEquity2.42%
Bank Of BarodaFinancialEquity2.29%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity2.29%
Bajaj Finserv Ltd.FinancialEquity2.27%
V-Guard Industries Ltd.Cons DurableEquity2.22%
Schaeffler India Ltd.EngineeringEquity2.09%
Jindal Steel & Power Ltd.MetalsEquity2.04%
Indian BankFinancialEquity2.03%
GMR Infrastructure LtdConstructionEquity2.01%
Siemens Ltd.EngineeringEquity2.00%
City Union Bank Ltd.FinancialEquity2.00%
Bajaj Finance Ltd.FinancialEquity2.00%
Max Financial Services Ltd.FinancialEquity1.98%
EIH Ltd.ServicesEquity1.96%
Indraprastha Gas Ltd.EnergyEquity1.93%
Castrol India Ltd.EnergyEquity1.90%
Crisil Ltd.FinancialEquity1.80%
Sundaram-Clayton Ltd.AutomobileEquity1.76%
Vardhman Textiles Ltd.TextilesEquity1.72%
ABB Ltd.EngineeringEquity1.71%
ICICI Lombard General Insurance Comapny Ltd.FinancialEquity1.69%
Aurobindo Pharma Ltd.HealthcareEquity1.65%
UPL Ltd.ChemicalsEquity1.62%
Wabco India Ltd.AutomobileEquity1.58%
JK Cement LtdConstructionEquity1.52%
Emami Ltd.FMCGEquity1.36%
Bata India Ltd.FMCGEquity1.19%
Karur Vysya Bank Ltd.FinancialEquity1.09%
JM Financial Ltd.FinancialEquity1.09%
Motherson Sumi Systems Ltd.AutomobileEquity1.04%
Sun TV Network Ltd.ServicesEquity1.03%
Mahindra CIE Automotive Ltd.MetalsEquity1.00%
Apollo Hospitals Enterprise Ltd.HealthcareEquity0.93%
SBI Life Insurance Company Ltd.FinancialEquity0.23%
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
Name3M6M1YAll
Fund returns--------
Category average (Equity Diversified)----+56.2%--
Rank (Equity Diversified)--------

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 II Growth

Sundaram Select Small Cap Series II 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 ₹75,524 Cr and the Latest NAV as of 21 Sep 2018 is ₹14.49. The Sundaram Select Small Cap Series II Growth is rated -- risk. Minimum SIP Investment is set to ₹500. ;

Investment Objective

The scheme seeks capital appreciation by investing predominantly in equity/equity- related instruments of companies that can be termed as small-caps.
Fund benchmarkBSE Small Cap Total Return Index

Fund house

Rank (total assets)#17 in India
Total AUM₹75,523.60 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Custodian--
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,