Sundaram Small Cap Fund Institutional Dividend-0.44%

6.18%
1 Year Return
Equity
Small Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Small Cap Fund Institutional Dividend

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.48%
NAV17.26 (29 Oct 2020)
Fund Started24 Sep 2009
Fund Size1,064 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Small Cap Fund Institutional Dividend
6.2%
-7.3%
2.9%
9.9%
Category Average
10.7%
-2.4%
6.9%
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 6.2% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Navin Fluorine International Ltd.ChemicalsEquity4.8%
    Timken India Ltd.EngineeringEquity3.4%
    Tube Investments Of India Ltd.AutomobileEquity3.4%
    Laurus Labs Ltd.HealthcareEquity3.0%
    Johnson Controls - Hitachi Air Conditioning India Ltd.Cons DurableEquity2.9%
    Multi Commodity Exchange IndiaFinancialEquity2.7%
    Amrutanjan Health Care Ltd.HealthcareEquity2.7%
    Brigade Enterprises Ltd.ConstructionEquity2.5%
    India Cements Ltd.ConstructionEquity2.5%
    Westlife Development Ltd.ServicesEquity2.4%
    See All

    Fund Managers

    addS Krishnakumar
    Education
    Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
    Experience
    Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.
    Funds Managed
    addRatish Varier
    Education
    Experience
    Funds Managed

    Sundaram Small Cap Fund Institutional Dividend Details

    Sundaram Small Cap Fund Institutional Dividend 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 Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹1,064 Cr and the Latest NAV as of 29 Oct 2020 is ₹17.26.

    The Sundaram Small Cap Fund Institutional Dividend is rated Moderately 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
    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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