1M
6M
1Y
3Y
5Y
All
| NAV: 31 Dec 2021 | ₹29.58 |
| Min. SIP amount | Not Supported |
| Rating | NA |
| Fund size | ₹2,626.73Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity Small Cap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 62.0% | 25.1% | 16.9% | 15.2% |
| Category average | 33.2% | 33.2% | 23.6% | NA |
| Rank with in category | NA | NA | NA | NA |
Understand terms
Holdings (75)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Can Fin Homes Ltd. | Financial | Equity | 3.2% |
Multi Commodity Exchange Of India Ltd. | Services | Equity | 3.1% |
Suven Pharmaceuticals Ltd. | Healthcare | Equity | 3.1% |
KSB Ltd. | Capital Goods | Equity | 3.0% |
Kei Industries Ltd. | Capital Goods | Equity | 2.9% |
Safari Industries (India) Ltd. | Chemicals | Equity | 2.6% |
Cholamandalam Financial Holdings Ltd. | Financial | Equity | 2.4% |
Westlife Foodworld Ltd. | Services | Equity | 2.2% |
Radico Khaitan Ltd. | Consumer Staples | Equity | 2.0% |
Cyient Ltd. | Technology | Equity | 1.8% |
See All
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.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
Ravi GopalakrishnanJan 2022 - PresentView details
Ravi Gopalakrishnan
Jan 2022 - Present
View details
Education
Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.
Also manages these schemes
Rohit SeksariaNov 2022 - PresentView details
Rohit Seksaria
Nov 2022 - Present
View details
Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor,Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NAWebsite
www.sundarammutual.com
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,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Small Cap Fund Institutional IDCW
VS
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