CLOSED
NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
SUSundaram MF

Sundaram Select Small Cap - Appreciation

Small cap FundEquity - Small cap FundBenchmark: BSE Small-Cap
NAV · 22 Feb 2012₹12.38-0.02%
AUM₹295 Cr
Expense Ratio2.32%
CAGR—
Exit Load2% on 24M but before 36M,1% after 36M but before 48M,0.5% after 48M but before 60M
Min SIP—
Launched2007

Investment Objective

The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity/equity related instruments of companies that can be termed as smallcaps.

Fund Mandate

Debt0%–35%
Equity65%–100%
MMI0%–35%
Others0%–35%
Asset Allocation
Domestic Equity55.9%
Debt27.7%
Cash & Equivalents16.4%
Fund Managers
SR
Satish Ramanathan
Fund Manager
Key Information
2.32%
—
₹5,000
2% on 24M but before 36M,1% after 36M but before 48M,0.5% after 48M but before 60M
Nil
Inception22 Feb 2007
AMCSundaram MF
Top Holdings As of 31 Jan 2012
1Fixed IncomeOthers27.72%
2Cash / OthersOthers16.39%
3ZF Commercial Vehicle Control Systems India Ltd.Automobile & Ancillaries13.28%
4Rallis India Ltd.Chemicals5.29%
5TVS Holdings Ltd.Finance4.54%
6Bata India Ltd.FMCG4.25%
7Poonawalla Fincorp Ltd.Finance4.21%
8Bharti Airtel Ltd.Telecom3.71%
9Time Technoplast Ltd.Plastic Products2.80%
10Mcleod Russel India Ltd.Agri2.22%
Sector Allocation
Others44.1%
Automobile & Ancillaries17.5%
Finance10.9%
FMCG6.3%
Chemicals5.3%
Telecom5.2%
Bank4.2%
Plastic Products2.8%
Agri2.2%
Gas Transmission1.4%
Realty0.1%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

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Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day-0.02%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.32%
2% on 24M but before 36M,1% after 36M but before 48M,0.5% after 48M but before 60M
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