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 MFIDCW

Sundaram Small Cap Fund - Institutional - Dividend Payout

Small cap FundEquity - Small cap FundBenchmark: BSE Small-Cap - TRI
NAV · 11 Nov 2019₹16.73-0.31%
AUM₹4.2k Crfrom this fund's primary plan
Expense Ratio2.25%
CAGR—
Exit Load1% on or before 12M
Min SIP₹100from this fund's primary plan
Launched2009

Investment Objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small - cap stocks.

Fund Mandate

Equity & Equity Related Instruments of comp engaged in Banking and Financial Services65%–100%
Fixed Income, MMI and Cash & Cash Equivalents0%–35%
Investment in REITs & InvITs0%–10%
Other Equities0%–35%
Overseas Securities (Including ETFs)0%–35%
Fund Managers
SK
S. Krishnakumar
Fund Manager
Key Information
2.25%
₹100from this fund's primary plan
₹1,00,00,000
1% on or before 12M
Nil
Inception24 Sep 2009
AMCSundaram MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
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Latest News

No recent news found for Sundaram Small Cap Fund - Institutional - Dividend Payout.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day-0.31%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.25%
1% on or before 12M
Nil
₹100from this fund's primary plan
₹1,00,00,000
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