| NAV: 31 Dec 2021 | ₹29.58 |
| Min. SIP amount | NA |
| Rating | NA |
| Fund size | ₹1,999.96Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 62.0% | 25.1% | 16.9% | 15.2% |
| Category average | 102.5% | 18.0% | 16.9% | NA |
| Rank with in category | NA | NA | NA | NA |
Holdings (79)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| KPIT Technologies Ltd. | Technology | Equity | 3.6% |
| Can Fin Homes Ltd. | Financial | Equity | 3.3% |
| Cyient Ltd. | Technology | Equity | 2.8% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 2.7% |
| KSB Ltd. | Capital Goods | Equity | 2.4% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 2.3% |
| Neogen Chemicals Ltd. | Chemicals | Equity | 2.3% |
| Birlasoft Ltd. | Technology | Equity | 2.1% |
| Tube Investments Of India Ltd. | Automobile | Equity | 2.1% |
| Amrutanjan Health Care Ltd. | Healthcare | Equity | 2.0% |
Expense ratio, exit load and tax
Expense ratio: 1.28%
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.
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
Ravi GopalakrishnanJan 2022 - PresentView details
Sudhir KediaJan 2022 - PresentView details
Fund house & investment objective
Fund house contact details
Compare funds
FAQs
How to Invest in Sundaram Small Cap Fund Institutional IDCW?
You can easily invest in Sundaram Small Cap Fund Institutional IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for Sundaram Small Cap Fund Institutional IDCW from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in Sundaram Small Cap Fund Institutional IDCW as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Sundaram Small Cap Fund Institutional IDCW provide?
The Sundaram Small Cap Fund Institutional IDCW has been there from 24 Sep 2009 and the average annual returns provided by this fund is 61.98% since its inception.
How much expense ratio is charged by Sundaram Small Cap Fund Institutional IDCW?
The term
Expense Ratio used for Sundaram Small Cap Fund Institutional IDCW or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of Sundaram Small Cap Fund Institutional IDCW is 1.28% as of 25 May 2022...
What is the AUM of Sundaram Small Cap Fund Institutional IDCW?
The AUM, short for Assets Under Management of Sundaram Small Cap Fund Institutional IDCW is ₹1,999.96Cr as of 25 May 2022.
How to Redeem Sundaram Small Cap Fund Institutional IDCW?
If you want to sell your Sundaram Small Cap Fund Institutional IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of Sundaram Small Cap Fund Institutional IDCW?
What is the NAV of Sundaram Small Cap Fund Institutional IDCW?
The NAV of Sundaram Small Cap Fund Institutional IDCW is ₹29.58 as of 31 Dec 2021.
