Risk | Moderately High |
---|---|
Min SIP Amount | Not Supported |
Expense Ratio | 1.45% |
NAV | ₹20.74 (27 Jan 2021) |
---|---|
Fund Started | 24 Sep 2009 |
Fund Size | ₹1,208 Cr |
Name | Sector | Instrument | % Assets |
---|---|---|---|
Laurus Labs Ltd. | Healthcare | Equity | 4.4% |
Tube Investments Of India Ltd. | Automobile | Equity | 3.8% |
Dixon Technologies (India) Ltd. | Engineering | Equity | 3.6% |
Navin Fluorine International Ltd. | Chemicals | Equity | 3.6% |
Brigade Enterprises Ltd. | Construction | Equity | 3.4% |
India Cements Ltd. | Construction | Equity | 3.4% |
Johnson Controls - Hitachi Air Conditioning India Ltd. | Cons Durable | Equity | 3.0% |
Timken India Ltd. | Engineering | Equity | 2.9% |
Persistent Systems Ltd. | Technology | Equity | 2.9% |
Westlife Development Ltd. | Services | Equity | 2.8% |
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 ₹1,208 Cr and the Latest NAV as of 27 Jan 2021 is ₹20.74.
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.
The scheme seeks to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.
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.