Fund Details
Sundaram Small Cap Fund Direct Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 1.27% |
| NAV | ₹99.75 (25 Jan 2021) |
|---|---|
| Fund Started | 02 Jan 2013 |
| Fund Size | ₹1,208 Cr |
Returns
Comparison
1. Lower expense ratio - 1.31%
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns
4. 5Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Laurus Labs Ltd. | Healthcare | Equity | 4.4% |
| Tube Investments Of India Ltd. | Automobile | Equity | 3.8% |
| Dixon Technologies (India) Ltd. | Engineering | Equity | 3.6% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 3.6% |
| Brigade Enterprises Ltd. | Construction | Equity | 3.4% |
| India Cements Ltd. | Construction | Equity | 3.4% |
| Johnson Controls - Hitachi Air Conditioning India Ltd. | Cons Durable | Equity | 3.0% |
| Timken India Ltd. | Engineering | Equity | 2.9% |
| Persistent Systems Ltd. | Technology | Equity | 2.9% |
| Westlife Development Ltd. | Services | Equity | 2.8% |
Fund Managers
Sundaram Small Cap Fund Direct Growth Details
Sundaram Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 02 Jan 2013. S Krishnakumar is the Current Fund Manager of Sundaram Small Cap Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,208 Cr and the Latest NAV as of 25 Jan 2021 is ₹99.75.
The Sundaram Small Cap Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Investment Objective
The scheme seeks to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.
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.
