Fund Details
Sundaram Small Cap Fund Institutional Dividend
| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.45% |
| NAV | ₹20.74 (27 Jan 2021) |
|---|---|
| Fund Started | 24 Sep 2009 |
| Fund Size | ₹1,208 Cr |
Returns
Comparison
Found nothing so far.
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Laurus Labs Ltd. | Healthcare | Equity | 4.4% |
| Tube Investments Of India Ltd. | Automobile | Equity | 3.8% |
| Dixon Technologies (India) Ltd. | Engineering | Equity | 3.6% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 3.6% |
| Brigade Enterprises Ltd. | Construction | Equity | 3.4% |
| India Cements Ltd. | Construction | Equity | 3.4% |
| Johnson Controls - Hitachi Air Conditioning India Ltd. | Cons Durable | Equity | 3.0% |
| Timken India Ltd. | Engineering | Equity | 2.9% |
| Persistent Systems Ltd. | Technology | Equity | 2.9% |
| Westlife Development Ltd. | Services | Equity | 2.8% |
Fund Managers
Sundaram Small Cap Fund Institutional Dividend Details
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 ₹1,208 Cr and the Latest NAV as of 27 Jan 2021 is ₹20.74.
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.
Investment Objective
The scheme seeks to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.
Tax Implications
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.
