Fund Details
Sundaram Small Cap Fund Regular Dividend
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 2.24% |
| NAV | ₹19.37 (15 Jan 2021) |
|---|---|
| Fund Started | 15 Feb 2005 |
| Fund Size | ₹1,208 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Age is more than 10 years
1. Risk-adjusted returns are lower compared to the category
2. Risk is higher compared to the benchmark
3. 1Y Returns are lower than the benchmark
4. 3Y Returns are lower than the benchmark
5. 5Y Returns are lower than the benchmark
6. 10Y Returns are lower than the benchmark
7. Risk-adjusted returns are lower compared to the category
8. 1Y Returns are lower than the category average returns
9. 3Y Returns are lower than the category average returns
10. 5Y Returns are lower than the category average returns
11. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Tube Investments Of India Ltd. | Automobile | Equity | 4.2% |
| Laurus Labs Ltd. | Healthcare | Equity | 4.1% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 3.9% |
| Dixon Technologies (India) Ltd. | Engineering | Equity | 3.3% |
| Brigade Enterprises Ltd. | Construction | Equity | 3.1% |
| India Cements Ltd. | Construction | Equity | 3.1% |
| Amrutanjan Health Care Ltd. | Healthcare | Equity | 3.0% |
| Westlife Development Ltd. | Services | Equity | 2.8% |
| Timken India Ltd. | Engineering | Equity | 2.7% |
| Johnson Controls - Hitachi Air Conditioning India Ltd. | Cons Durable | Equity | 2.7% |
Fund Managers
Sundaram Small Cap Fund Regular Dividend Details
Sundaram Small Cap Fund Regular Dividend is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 15 Feb 2005. S Krishnakumar is the Current Fund Manager of Sundaram Small Cap Fund Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹1,208 Cr and the Latest NAV as of 15 Jan 2021 is ₹19.37.
The Sundaram Small Cap Fund Regular Dividend is rated Moderately High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 100. 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.
