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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 - IDCW

Small cap FundEquity - Small cap FundBenchmark: Nifty Smallcap 100 - TRI
NAV · 31 Dec 2021₹29.58+0.86%
AUM₹4.2k Crfrom this fund's primary plan
Expense Ratio—
CAGR—
Exit LoadNil upto 25% of units and 1% for remaining units of or before 365D, Nil after 365D
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
RG
Ravi Gopalakrishnan
Fund Manager
Key Information
—
₹100from this fund's primary plan
₹1,00,00,000
Nil upto 25% of units and 1% for remaining units of or before 365D, Nil after 365D
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 - IDCW.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.86%
Risk Metrics

Risk metrics are not available for this fund.

Fees
—
Nil upto 25% of units and 1% for remaining units of or before 365D, Nil after 365D
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