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Sundaram Small Cap Fund Direct Growth-0.90%

15.66%
1 Year Return
Equity
Small Cap
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Small Cap Fund Direct Growth

RiskModerately High
Min SIP Amount₹100
Expense Ratio1.27%
NAV₹99.75 (25 Jan 2021)
Fund Started02 Jan 2013
Fund Size1,208 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
15.7%
-4.6%
8.5%
14.5%
Category Average
22.9%
0.7%
12.5%
-
Rank Within Category
17
14
13
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount100
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 15.7% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 1.31%
Cons
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

NameSectorInstrument% Assets
Laurus Labs Ltd.HealthcareEquity4.4%
Tube Investments Of India Ltd.AutomobileEquity3.8%
Dixon Technologies (India) Ltd.EngineeringEquity3.6%
Navin Fluorine International Ltd.ChemicalsEquity3.6%
Brigade Enterprises Ltd.ConstructionEquity3.4%
India Cements Ltd.ConstructionEquity3.4%
Johnson Controls - Hitachi Air Conditioning India Ltd.Cons DurableEquity3.0%
Timken India Ltd.EngineeringEquity2.9%
Persistent Systems Ltd.TechnologyEquity2.9%
Westlife Development Ltd.ServicesEquity2.8%
See All

Fund Managers

S Krishnakumar
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Ratish Varier
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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.

Scheme Information Document(SID)

₹100
Min for First Investment
₹100
Min for Second Investment
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
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
26 Feb 1996
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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