SUSundaram MFRegular · Growth

Sundaram Select Micro Cap - Series V - Regular Plan - Growth

Small cap FundEquity - Small cap FundBenchmark: BSE Small-Cap
NAV · 05 Mar 2018₹22.41-0.18%
AUM₹234 Cr
Expense Ratio2.93%
CAGR
Exit Load
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. However, there can be no assurance that the investment objective of the Scheme will be realized. 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%
Asset Allocation
Domestic Equity42.7%
Cash & Equivalents57.3%
Fund Managers
SK
S. Krishnakumar
Fund Manager
Key Information
2.93%
₹5,000
Nil
Inception01 Sep 2014
AMCSundaram MF
Top Holdings
1CBLO49.08%
2Cash and Other Net Current Assets8.20%
3Blue Star LtdConsumer Durables3.80%
4Navin Fluorine International LtdChemicals3.30%
5Timken India LtdIndustrial Products3.04%
6Ashoka Buildcon LtdConstruction Project2.96%
7JK Cement LtdCement2.90%
8DCB Bank LtdBanks2.48%
9Praj Industries LtdIndustrial Capital Goods2.14%
10Kalpataru Power Transmission LtdPower2.08%
Sector Allocation
Other57.3%
Industrial Products7.3%
Consumer Durables5.1%
Industrial Capital Goods4.4%
Chemicals3.3%
Power3.3%
Construction Project3.0%
Cement2.9%
Banks2.5%
Media & Entertainment2.0%
Finance1.8%
Healthcare Services1.3%
Latest News

No recent news found for Sundaram Select Micro Cap - Series V - Regular Plan - Growth.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day-0.18%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.93%
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