1M
6M
1Y
3Y
5Y
All
| NAV: 22 Oct 2021 | ₹28.53 |
| Min. SIP amount | NA |
| Rating | 2star |
| Fund size | ₹1,555.79 Cr |
Understand terms
Annualised returns
Average of the yearly returns of a mutual fund over a given period.
Absolute returns
The total return of a mutual fund over a given period.
Returns and rankings
Category: Equity Small Cap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 87.8% | 26.6% | 12.9% | 15.1% |
| Category average | 102.5% | 18.0% | 16.9% | NA |
| Rank with in category | NA | NA | NA | NA |
Understand termsinfo
Holdings (64)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Can Fin Homes Ltd. | Financial | Equity | 3.5% |
Multi Commodity Exchange Of India Ltd. | Services | Equity | 3.3% |
Cyient Ltd. | Technology | Equity | 3.3% |
Amrutanjan Health Care Ltd. | Healthcare | Equity | 3.1% |
KSB Ltd. | Engineering | Equity | 3.1% |
Persistent Systems Ltd. | Technology | Equity | 3.0% |
Carborundum Universal Ltd. | Metals | Equity | 2.8% |
City Union Bank Ltd. | Financial | Equity | 2.6% |
Himatsingka Seide Ltd. | Textiles | Equity | 2.6% |
Laurus Labs Ltd. | Healthcare | Equity | 2.5% |
See All
Understand terms
Expense ratio
A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
Tax
A percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit load
A fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp duty
A form of tax payable for the purchase or sale of an asset or security.
Past expense ratio & exit load
Expense ratio
Exit load
31 Mar 2021 - Present
1.28%
30 Sep 2020 - 31 Mar 2021
1.45%
31 Mar 2019 - 30 Sep 2020
1.48%
30 Sep 2018 - 31 Mar 2019
1.70%
31 Mar 2018 - 30 Sep 2018
1.78%
31 Dec 2017 - 31 Mar 2018
2.55%
30 Nov 2017 - 31 Dec 2017
2.43%
31 Oct 2017 - 30 Nov 2017
2.45%
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 termsinfo
Check past data
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
S Krishnakumar
Apr 2008 - Present
View details
Education
Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Anush Shares & Securities.
Also manages these schemes
Ratish Varier
Jul 2020 - Present
View details
Education
Mr. Varier is a B.Com. & MBA (Finance)
Experience
Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
Also manages these schemes
Rohit Seksaria
Feb 2021 - 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
| Rank (total assets) | #17 in India |
|---|---|
| Total AUM | 32,095.30 Cr |
| Date of Incorporation | 26 Feb 1996 |
|---|
Sundaram Small Cap Fund Institutional IDCW is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investor
Sundaram Small Cap Fund Institutional IDCW is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. S Krishnakumar is the Current Fund Manager of Sundaram Small Cap Fund Institutional IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹32,095 Cr and the Latest NAV as of 22 Oct 2021 is ₹28.53.
The Sundaram Small Cap Fund Institutional IDCW is rated Very 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.
...Read more
Investment Objective
The scheme seeks to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.
The scheme seeks to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.
| Fund benchmark | NIFTY Smallcap 100 TRI |
|---|
Fund house contact details
Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
E-mail
[email protected]Website
NA
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
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Sundaram Small Cap Fund Institutional IDCW
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