SUSundaram MFRegular · Growth

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

Small cap FundEquity - Small cap FundBenchmark: BSE Small-Cap
NAV · 30 Aug 2022₹15.05+0.03%
AUM₹136 Cr
Expense Ratio1.35%
CAGR
Exit Load
Min SIP
Launched2017

Investment Objective

To seek capital appreciation by investing predominantly in equity/equityrelated 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-caps80%–100%
Fixed Income and money market securities0%–20%
Other Equity and Equity related securities0%–20%
units issued by ReITs & InvITs0%–10%
Asset Allocation
Domestic Equity0.7%
Cash & Equivalents99.3%
Fund Managers
RS
Rohit Seksaria
Fund Manager
Key Information
1.35%
₹5,000
Nil
Inception30 Aug 2017
AMCSundaram MF
Top Holdings
1TREPS97.31%
2Cash and Other Net Current Assets1.98%
3Quess Corp LtdCommercial Services & Supplies0.31%
4Hindustan Petroleum Corporation LtdPetroleum Products0.31%
5Healthcare Global Enterprises LtdHealthcare Services0.10%
Sector Allocation
Other99.3%
Commercial Services & Supplies0.3%
Petroleum Products0.3%
Healthcare Services0.1%
Latest News

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

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.03%
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