Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Small Cap Fund Institutional Dividend
shareSHARE

Sundaram Small Cap Fund Institutional Dividend-0.39%

15.72%
1 Year Return
Equity
Small Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Small Cap Fund Institutional Dividend

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.45%
NAV₹20.74 (27 Jan 2021)
Fund Started24 Sep 2009
Fund Size1,208 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
15.7%
-4.7%
8.3%
-24.8%
Category Average
22.9%
0.7%
12.5%
-
Rank Within Category
-
-
-
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 15.7% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
Laurus Labs Ltd.HealthcareEquity4.4%
Tube Investments Of India Ltd.AutomobileEquity3.8%
Dixon Technologies (India) Ltd.EngineeringEquity3.6%
Navin Fluorine International Ltd.ChemicalsEquity3.6%
Brigade Enterprises Ltd.ConstructionEquity3.4%
India Cements Ltd.ConstructionEquity3.4%
Johnson Controls - Hitachi Air Conditioning India Ltd.Cons DurableEquity3.0%
Timken India Ltd.EngineeringEquity2.9%
Persistent Systems Ltd.TechnologyEquity2.9%
Westlife Development Ltd.ServicesEquity2.8%
See All

Fund Managers

S Krishnakumar
keyboard_arrow_down
Ratish Varier
keyboard_arrow_down

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.

Scheme Information Document(SID)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Exit Load

Compare Funds

Sundaram Small Cap Fund Institutional Dividend
VS
search

About Sundaram Mutual Fund

Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
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,
Similar Funds