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Sundaram Select Small Cap Series V Direct Growth
Equity
Diversified
Moderate Risk
+12.49%
3Y annualised
+0.01% 1D
NAV: 23 Jun '21
₹14.16
Min. SIP amount
Not Supported
Fund size
₹112.96 Cr
Expense ratio
0.52%
Holdings (30)
| Name | Sector | Instruments | 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% |
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
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | +19.2% | +52.5% | +12.5% | +9.1% |
| Category average (Equity Diversified) | +16.8% | +56.2% | +14.2% | -- |
| Rank (Equity Diversified) | -- | 2 | 2 | -- |
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 V Direct Growth
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. The fund currently has an Asset Under Management(AUM) of ₹76,948 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 Objective
To 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
Fund house
Rank (total assets)#17 in India
Total AUM₹76,948.12 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,