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Sundaram Small Cap Fund Direct Growth

Equity
Small Cap
Very High Risk
25.92%
3Y annualised
+1.08% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 25 Jan 2022₹158.29
Min. SIP amount₹100
Rating2
Fund size₹2,146.17Cr

Returns and rankings

Category: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns58.7%25.9%14.7%18.3%
Category average102.5%18.0%16.9%NA
Rank with in category111312NA
Understand terms

Holdings (107)

NameSectorInstrumentAssets
TechnologyEquity3.7%
TechnologyEquity3.6%
TechnologyEquity3.0%
ServicesEquity2.8%
FinancialEquity2.7%
MetalsEquity2.2%
ChemicalsEquity2.2%
HealthcareEquity2.2%
ServicesEquity2.2%
EngineeringEquity2.1%
See All

Pros and cons

Category: Equity Small Cap

Pros

3Y annualised returns higher than category average by 8.38%
Lower expense ratio: 0.73%

Cons

1Y and 5Y annualised returns lower than category average
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.73%

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

Ravi Gopalakrishnan
Jan 2022 - Present
View details
Sudhir Kedia
Jan 2022 - Present
View details

Fund house & investment objective

Fund house contact details

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