Sundaram Small Cap Fund Direct Growth 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 Growth.The fund currently has an Asset Under Management(AUM) of ₹1,088 Cr and the Latest NAV as of 08 Nov 2019 is ₹80.41.
The Sundaram Small Cap Fund Direct Growth 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