Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Small Cap Fund Direct Growth

Sundaram Small Cap Fund Direct Growth

Equity
Small Cap
Very High Risk
87.75%
1Y return
+0.68% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Sep 2021₹151.59
Min. SIP amount₹100
Rating2star
Fund size₹1,510.65 Cr

Returns and rankings

Category: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns87.8%21.2%13.4%18.5%
Category average102.5%18.0%16.9%NA
Rank with in category11812NA
Understand termsinfo

Holdings (62)

NameSectorInstrumentAssets
EngineeringEquity3.5%
ChemicalsEquity3.2%
TechnologyEquity3.1%
Multi Commodity Exchange Of India Ltd.
ServicesEquity3.1%
FinancialEquity3.0%
TechnologyEquity3.0%
HealthcareEquity2.9%
HealthcareEquity2.8%
MetalsEquity2.8%
FinancialEquity2.5%
See All

Pros and cons

info
Category: Equity Small Cap
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Pros

Lower expense ratio - 1.21%
3Y Returns are higher than the category average returns
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Cons

1Y Returns are lower than the category average returns
5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.21%

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 termsinfo
Check past data

Minimum investment amounts

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

Fund management

S Krishnakumar
Jan 2013 - Present
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Ratish Varier
Jul 2020 - Present
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Rohit Seksaria
Feb 2021 - Present
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Fund house & investment objective

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Fund house contact details

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