Sundaram Small Cap Fund Direct Growth

Equity
Small Cap
Very High Risk
32.27%
3Y annualised
+0.54% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 Feb 2024₹245.35
Min. SIP amount₹100
Rating2
Fund size₹3,063.23Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns56.0%32.3%27.4%19.7%
Category average55.7%30.2%27.7%NA
Rank with in category15913NA
Understand terms

Holdings (77)

NameSectorInstrumentAssets
Capital GoodsEquity2.96%
ServicesEquity2.95%
Capital GoodsEquity2.80%
FinancialEquity2.79%
FinancialEquity2.70%
HealthcareEquity2.65%
FinancialEquity2.60%
FinancialEquity2.54%
ChemicalsEquity2.33%
FinancialEquity2.27%
See All

Pros and cons

Category: Equity Small Cap

Pros

Cons

Consistently higher annualised returns than category average for the past 1Y and 3Y
5Y annualised returns lower than category average by 0.29%
Lower expense ratio: 0.83%
Low rating: 2
Higher alpha: 5.86 The fund has generated returns higher than benchmark - NIFTY Smallcap 250 Total Return Index - in the last 3Y

Expense ratio, exit load and tax

Expense ratio: 0.83%

Inclusive of GST

Exit load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Rohit Seksaria
Nov 2022 - Present
View details

Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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