Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Small Cap Fund Regular IDCW

Sundaram Small Cap Fund Regular IDCW

Equity
Small Cap
Very High Risk
Payout
25.94%
3Y annualised
+0.91% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Oct 2021₹26.37
Min. SIP amountNA
Rating2star
Fund size₹1,555.79 Cr

Returns and rankings

Category: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns97.3%25.9%13.8%17.9%
Category average102.5%18.0%16.9%NA
Rank with in category14912NA
Understand termsinfo

Holdings (62)

NameSectorInstrumentAssets
EngineeringEquity3.5%
ChemicalsEquity3.2%
TechnologyEquity3.1%
Multi Commodity Exchange Of India Ltd.
ServicesEquity3.1%
FinancialEquity3.0%
TechnologyEquity3.0%
HealthcareEquity2.9%
HealthcareEquity2.8%
MetalsEquity2.8%
FinancialEquity2.5%
See All

Expense ratio, exit load and tax

Expense ratio: 2.21%

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 investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

S Krishnakumar
Feb 2006 - Present
View details
keyboard_arrow_down
Ratish Varier
Jul 2020 - Present
View details
keyboard_arrow_down
Rohit Seksaria
Feb 2021 - Present
View details
keyboard_arrow_down

Fund house & investment objective

keyboard_arrow_down

Fund house contact details

keyboard_arrow_down

Compare funds

Sundaram Small Cap Fund Regular IDCW
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 1.9.5
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | NIPPON INDIA  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP  | AXIS  | TATA  | L&T  | SUNDARAM  | PGIM  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | NAVI  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | Quant  | SHRIRAM  | SAHARA | ITI
arrow_drop_down_circle