| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.48% |
| NAV | ₹17.26 (29 Oct 2020) |
|---|---|
| Fund Started | 24 Sep 2009 |
| Fund Size | ₹1,064 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Navin Fluorine International Ltd. | Chemicals | Equity | 4.8% |
| Timken India Ltd. | Engineering | Equity | 3.4% |
| Tube Investments Of India Ltd. | Automobile | Equity | 3.4% |
| Laurus Labs Ltd. | Healthcare | Equity | 3.0% |
| Johnson Controls - Hitachi Air Conditioning India Ltd. | Cons Durable | Equity | 2.9% |
| Multi Commodity Exchange India | Financial | Equity | 2.7% |
| Amrutanjan Health Care Ltd. | Healthcare | Equity | 2.7% |
| Brigade Enterprises Ltd. | Construction | Equity | 2.5% |
| India Cements Ltd. | Construction | Equity | 2.5% |
| Westlife Development Ltd. | Services | Equity | 2.4% |
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.
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.