Sundaram Small Cap Fund - Institutional Plan - Growth Option
Medium
Risk
Equity
Small Cap Fund
+
27.45
%
27.45
%
3Y annualised
+
1.31
%
1.31
%
1D
1M
6M
1Y
3Y
All
Fund size
3063
NAV:
Dec 31, 2021
165.759
Sector
Tech
Type
Equity
Launched
Nov 2009
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
KSB Ltd
2.96
%
Multi Commodity Exchange of India Ltd
2.95
%
KEI Industries Ltd
2.8
%
Can Fin Homes Ltd
2.79
%
Cholamandalam Financial Holdings Ltd
2.70
%
Suven Pharmaceuticals Ltd
2.65
%
ICICI Bank Ltd
2.6
%
Power Finance Corp Ltd
2.54
%
Safari Industries (India) Ltd
2.33
%
Ujjivan Financial Services Limited
2.27
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 365.0 Days, 0.0 % if redeemed after 365.0 Days.
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.
Fund house & investment objective
Sundaram Small Cap Fund - Institutional Plan - Growth Option
More details
Investment objective
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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