SUSundaram MFDirect · Growth

Sundaram Select Micro Cap - Series II - Growth - Direct Plan

Small cap FundEquity - Small cap FundBenchmark: BSE Small-Cap
NAV · 28 Jan 2019₹31.93+0.03%
AUM₹70 Crfrom this fund's primary plan
Expense Ratio2.52%
CAGR
Exit LoadNil
Min SIP
Launched2014

Investment Objective

To seek capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as micro-caps. A company whose market capitalisation is equal to or lower than that of the 301st stock by market cap on the NSE at the time of investment will be considered to be in micro-cap category.

Fund Mandate

Equity & Equity related securities of companies of micro-caps65%–100%
Fixed Income and money market securities0%–35%
Other Equity0%–35%
Fund Managers
SK
S. Krishnakumar
Fund Manager
Key Information
2.52%
₹5,000
Nil
Nil
Inception27 Jan 2014
AMCSundaram MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Latest News

No recent news found for Sundaram Select Micro Cap - Series II - Growth - Direct Plan.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.03%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.52%
Nil
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