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

Sundaram Small Cap Fund Regular Growth

Equity
Small Cap
Very High Risk
103.16%
1Y return
+0.84% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Aug 2021₹137.62
Min. SIP Amount₹100
Rating2star
Fund Size₹1,460.70 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns103.2%15.3%12.6%17.3%
Category average102.5%18.0%16.9%NA
Rank with in category151113NA
Understand termsinfo

Holdings (60)

NameSectorInstrumentAssets
Laurus Labs Ltd.HealthcareEquity3.4%
Persistent Systems Ltd.TechnologyEquity3.3%
Navin Fluorine International Ltd.ChemicalsEquity3.2%
KSB Ltd.EngineeringEquity3.2%
Multi Commodity Exchange Of India Ltd.
ServicesEquity3.0%
Amrutanjan Health Care Ltd.HealthcareEquity2.9%
Cyient Ltd.TechnologyEquity2.8%
Can Fin Homes Ltd.FinancialEquity2.5%
Dixon Technologies (India) Ltd.EngineeringEquity2.4%
CSB Bank Ltd.FinancialEquity2.3%
See All

Pros and cons

Category: Equity Small Cap

Pros

  • Age is more than 10 years
  • 1Y Returns are higher than the category average returns

Cons

  • 3Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns
  • 10Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.27%

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

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

S Krishnakumar
Feb 2006 - Present
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Ratish Varier
Jul 2020 - Present
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Rohit Seksaria
Feb 2021 - Present
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Fund house & investment objective

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Fund house contact details

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