| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.48% |
| NAV | ₹14.22 (02 Jul 2020) |
|---|---|
| Fund Started | 24 Sep 2009 |
| Fund Size | ₹803 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Navin Fluorine International Ltd. | Chemicals | Equity | 7.9% |
| Johnson Controls - Hitachi Air Conditioning India Ltd. | Cons Durable | Equity | 4.8% |
| JK Cement Ltd | Construction | Equity | 4.7% |
| Tube Investments Of India Ltd. | Automobile | Equity | 4.5% |
| Timken India Ltd. | Engineering | Equity | 4.0% |
| Heidelberg Cement India Ltd. | Construction | Equity | 4.0% |
| India Cements Ltd. | Construction | Equity | 3.5% |
| Amrutanjan Health Care Ltd. | Healthcare | Equity | 2.8% |
| V-Guard Industries Ltd. | Cons Durable | Equity | 2.7% |
| INOX Leisure Ltd. | Services | Equity | 2.6% |
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 ₹803 Cr and the Latest NAV as of 02 Jul 2020 is ₹14.22.
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 investment objective of the scheme is to primarily achieve capital appreciation by investing in diversified stocks that are generally termed as small and mid caps and by investing in other equities. However there is no assurance that the investment objective of the scheme will be achieved. The scheme does not guarantee/indicate any returns.
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.