SUSundaram MFDirect · IDCW

Sundaram Select Small Cap Series - VI - IDCW - Direct Plan

Small cap FundEquity - Small cap FundBenchmark: BSE Small-Cap
NAV · 19 Jul 2021₹14.50+0.10%
AUM₹53 Crfrom this fund's primary plan
Expense Ratio0.82%
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 small-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 101st and upto 300th stock by market cap on the NSe at the time of investment will be considered to be in small-cap category.

Fund Mandate

Equity & Equity related securities of companies of small-caps65%–100%
Fixed Income and money market securities0%–35%
Other Equity0%–35%
units issued by ReITs & InviTs0%–10%
Asset Allocation
Domestic Equity25.0%
Cash & Equivalents75.0%
Fund Managers
RV
Ratish Varier
Fund Manager
Key Information
0.82%
₹5,000
Nil
Inception17 Jul 2017
AMCSundaram MF
Top Holdings
1Reverse RepoOthers43.07%
2TREPSMiscellaneous30.76%
3Apollo Hospitals Enterprise Ltd.Healthcare1.24%
4Max Financial Services Ltd.Finance1.24%
5Cash and Other Net Current AssetsOthers1.17%
6The Ramco Cements Ltd.Construction Materials1.08%
7Jubilant FoodWorks Ltd.FMCG1.04%
8Crompton Greaves Consumer Electricals Ltd.Consumer Durables1.00%
9Tata Consumer Products Ltd.Agri0.94%
10Mindtree Ltd. - (Amalgamated)IT0.90%
Sector Allocation
Others44.2%
Miscellaneous30.8%
Finance4.8%
Automobile & Ancillaries2.6%
FMCG2.3%
Healthcare1.9%
IT1.9%
Bank1.7%
Consumer Durables1.7%
Capital Goods1.4%
Retailing1.2%
Chemicals1.1%
Construction Materials1.1%
Agri0.9%
Gas Transmission0.7%
Business Services0.6%
Diversified0.5%
Insurance0.4%
Infrastructure0.3%
Latest News

No recent news found for Sundaram Select Small Cap Series - VI - IDCW - Direct Plan.

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Trailing Returns
PeriodReturns
1 Day+0.10%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.82%
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