SUSundaram MFRegular · Growth

Sundaram Emerging Small Cap - Series IV - Regular Plan - Growth

Small cap FundEquity - Small cap FundBenchmark: BSE 250 Small Cap
NAV · 12 Jun 2023₹19.31-0.26%
AUM₹210 Cr
Expense Ratio1.35%
CAGR
Exit Load
Min SIP
Launched2018

Investment Objective

To seek capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as Small Caps. however, there can be no assurance that the investment objective of the Scheme will be realized.

Fund Mandate

Equity & equity related instruments of small cap companies65%–100%
Fixed Income & MMI0%–35%
Other equity0%–35%
Asset Allocation
Domestic Equity0.3%
Cash & Equivalents99.7%
Fund Managers
RS
Rohit Seksaria
Fund Manager
Key Information
1.35%
₹5,000
Nil
Inception11 Jun 2018
AMCSundaram MF
Top Holdings
1TREPS97.01%
2Cash and Other Net Current Assets2.69%
3Sundaram Clayton Ltd - 9.00% - 25/03/2024 - Preference shareAuto Components0.30%
Sector Allocation
Other99.7%
Auto Components0.3%
Latest News

No recent news found for Sundaram Emerging Small Cap - Series IV - Regular Plan - Growth.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day-0.26%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.35%
Nil
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme