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Sundaram Small Cap Fund Institutional IDCW+0.56%

103.04%
1 Year Return
Equity
Small Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Small Cap Fund Institutional IDCW

RiskVery High
Min SIP AmountNot Supported
Expense Ratio1.28%
NAV₹26.18 (26 Jul 2021)
Fund Started24 Sep 2009
Fund Size1,461 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
103.0%
16.6%
13.1%
-24.8%
Category Average
102.5%
18.0%
16.9%
-
Rank Within Category
-
-
-
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 103.0% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. Lower expense ratio - 1.28433331%
3. 1Y Returns are higher than the category average returns
Cons
1. 3Y Returns are lower than the category average returns
2. 5Y Returns are lower than the category average returns
3. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Laurus Labs Ltd.HealthcareEquity3.4%
Persistent Systems Ltd.TechnologyEquity3.3%
Navin Fluorine International Ltd.ChemicalsEquity3.2%
KSB Ltd.EngineeringEquity3.2%
Multi Commodity Exchange Of India Ltd.ServicesEquity3.0%
Amrutanjan Health Care Ltd.HealthcareEquity2.9%
Cyient Ltd.TechnologyEquity2.8%
Can Fin Homes Ltd.FinancialEquity2.5%
Dixon Technologies (India) Ltd.EngineeringEquity2.4%
CSB Bank Ltd.FinancialEquity2.3%
See All

Fund Managers

S Krishnakumar
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Ratish Varier
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Rohit Seksaria
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Sundaram Small Cap Fund Institutional IDCW Details

Sundaram Small Cap Fund Institutional IDCW is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 24 Sep 2009. S Krishnakumar is the Current Fund Manager of Sundaram Small Cap Fund Institutional IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹1,461 Cr and the Latest NAV as of 26 Jul 2021 is ₹26.18.

The Sundaram Small Cap Fund Institutional IDCW is rated Very High risk. Minimum SIP Investment is set to 500. 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)

Not Supported
Min for First Investment
Not Supported
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
Website
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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