SUSundaram MFDirect · Growth

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

Small cap FundEquity - Small cap FundBenchmark: BSE Small-Cap
NAV · 03 Apr 2018₹19.94+0.69%
AUM₹291 Crfrom this fund's primary plan
Expense Ratio1.75%
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 Equity60.0%
Cash & Equivalents1.4%
Other38.6%
Fund Managers
SK
S. Krishnakumar
Fund Manager
Key Information
1.75%
₹5,000
Nil
Inception01 Oct 2014
AMCSundaram MF
Top Holdings
1Sundaram Money Fund - Direct GrowthOthers38.57%
2Ashoka Buildcon Ltd.Infrastructure3.84%
3V-Guard Industries Ltd.Capital Goods3.41%
4Blue Star Ltd.Consumer Durables3.25%
5Rane Holdings Ltd.Finance3.22%
6The India Cements Ltd.Construction Materials3.15%
7JK Cement Ltd.Construction Materials2.99%
8MM Forgings Ltd.Automobile & Ancillaries2.94%
9Himatsingka Seide Ltd.Textile2.91%
10Navin Fluorine International Ltd.Chemicals2.79%
Sector Allocation
Others40.0%
Capital Goods12.2%
Construction Materials9.3%
Infrastructure6.6%
Automobile & Ancillaries5.6%
Finance5.2%
Media & Entertainment3.5%
Consumer Durables3.2%
Textile3.1%
Chemicals2.8%
FMCG2.7%
Agri1.7%
Retailing1.7%
Healthcare1.5%
Business Services1.0%
Latest News

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

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Trailing Returns
PeriodReturns
1 Day+0.69%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.75%
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