SUSundaram MFRegular · Growth

Sundaram Select Small Cap Series - II - Regular Plan - Growth

Small cap FundEquity - Small cap FundBenchmark: BSE Small-Cap
NAV · 21 Sep 2018₹14.49+0.06%
AUM₹82 Cr
Expense Ratio2.88%
CAGR
Exit Load
Min SIP
Launched2014

Investment Objective

To seek capital appreciation by investing predominantly in equity/equityrelated instruments of companies that can be termed as small-caps. However, there can be no assurance that the investment objective of the Scheme will be realized. The fund will invest in stocks that are equal to or lower than the 101st stock and upto 300th stock in the NSE (after sorting the stocks by market-cap in descending order).

Fund Mandate

Equity & Equity related securities of companies of small-caps65%–100%
Fixed Income and money market securities0%–35%
Other Equity0%–35%
Asset Allocation
Domestic Equity39.0%
Cash & Equivalents61.0%
Fund Managers
SK
S. Krishnakumar
Fund Manager
Key Information
2.88%
₹5,000
Nil
Inception21 Nov 2014
AMCSundaram MF
Top Holdings
1Reverse Repo59.68%
2The Ramco Cements LtdCement3.94%
3Exide Industries LtdAuto Ancillaries3.43%
4MphasiS LtdSoftware3.07%
5City Union Bank LtdBanks2.57%
6Cholamandalam Investment and Finance Company LtdFinance2.50%
7Quess Corp LtdCommercial Services2.26%
8EIH LtdHotels, Resorts And Other Recreational Activities2.11%
9Redington (India) LtdTransportation2.10%
10Sundaram Clayton LtdAuto Ancillaries2.07%
Sector Allocation
Other61.0%
Auto Ancillaries5.5%
Cement5.2%
Finance3.9%
Banks3.7%
Software3.1%
Commercial Services2.3%
Hotels, Resorts And Other Recreational Activities2.1%
Transportation2.1%
Pharmaceuticals1.9%
Ferrous Metals1.9%
Construction1.6%
Power1.6%
Industrial Products1.1%
Healthcare Services1.1%
Latest News

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Trailing Returns
PeriodReturns
1 Day+0.06%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.88%
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