Sundaram Small Cap Fund Direct Dividend+0.71%

2Groww
-19.54%
1 Year Return
Equity
Small Cap
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Small Cap Fund Direct Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.35%
NAV15.1 (19 Aug 2019)
Fund Started02 Jan 2013
Fund Size996 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Small Cap Fund Direct Dividend
-19.5%
-2.1%
7.2%
12.0%
Category Average
-21.1%
-0.8%
NA
-
Rank within category
13
13
11
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -19.5% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio
    2. 1Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    JK Cement LtdConstructionEquity4.4%
    Navin Fluorine International Ltd.ChemicalsEquity4.3%
    Tube Investments Of India Ltd.AutomobileEquity4.3%
    Heidelberg Cement India Ltd.ConstructionEquity4.0%
    DCB Bank Ltd.FinancialEquity3.8%
    Kalpataru Power Transmission Ltd.ConstructionEquity3.2%
    Timken India Ltd.EngineeringEquity3.0%
    PNC Infratech Ltd.ServicesEquity3.0%
    Praj Industries Ltd.EngineeringEquity3.0%
    V-Guard Industries Ltd.Cons DurableEquity3.0%
    See All

    Fund Managers

    addS Krishna Kumar
    Education
    Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
    Experience
    Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.
    Funds Managed

    Other Details

    Sundaram Small Cap Fund Direct Dividend is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 02 Jan 2013. S Krishnakumar is the Current Fund Manager of Sundaram Small Cap Fund Direct Dividend.The fund currently has an Asset Under Management(AUM) of ₹996 Cr and the Latest NAV as of 19 Aug 2019 is ₹15.1.

    The Sundaram Small Cap Fund Direct Dividend is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 100. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    The investment objective of the scheme is to primarily achieve capital appreciation by investing in diversified stocks that are generally termed as small and mid caps and by investing in other equities. However there is no assurance that the investment objective of the scheme will be achieved. The scheme does not guarantee/indicate any returns.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹100
    Min for First Investment
    ₹500
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About Sundaram Mutual Fund

    Address
    Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
    Phone
    044-28583362/3367
    Launch Date
    25 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Sundaram
    Address
    No. 23, Cathedral Garden Road Nungambakkam
    Email
    NA
    Website
    NA
    Invest Now
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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