Sundaram Small Cap Fund - Regular Plan - Growth Option - Latest NAV, Returns, Performance & Portfolio

Sundaram Small Cap Fund - Regular Plan - Growth Option

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    3.41%
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    (+0.32)83.1546

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Fund Summarystar

PeriodReturns(per year)
10 Years10.95%
5 Years3.41%
3 Years0.53%
1 Year14.62%
6 Months17.94%
Fund Details
ISININF903J01470
RiskModerately High risk
Fund TypeSmall-Cap
NAV83.1546
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Tube Investments of India Ltd Ordinary Shares4.87%
Navin Fluorine International Ltd4.18%
JK Cement Ltd4.05%
Timken India Ltd3.63%
INOX Leisure Ltd3.55%
HeidelbergCement India Ltd3.54%
Johnson Controls - Hitachi Air Conditioning India Ltd3.35%
Thyrocare Technologies Ltd3.21%
Brigade Enterprises Ltd2.95%
DCB Bank Ltd2.95%

About Sundaram Small Cap Fund

Sundaram Small Cap Fund is an open-ended scheme investing in small cap stocks. The scheme aims to provide capital appreciation over a long-term investment horizon. The fund may invest at least 65% of the capital in small cap companies; the rest may be invested in other equities, debt & money market instruments, and REITs & InvITs.

Pros & Cons of Sundaram Small Cap Fund

Sundaram Small Cap Fund offers the following benefits: 1. The fund invests in small cap companies enabling investors to benefit from the growth of such companies.
2. The fund claims to invest in valued high growth stocks increasing the potential of higher returns. 3. The bottom-up approach used for stock selection could result in a better investment. However, the fund returns are consistently lower than the average category returns.

Fund Information and Statistics of Sundaram Small Cap Fund

i) Inception/ Launch date

Sundaram Small Cap Fund was launched on February 15, 2005, by Sundaram Asset Management Company.

ii) Risk level

Investment in the Sundaram Small Cap Fund are at moderately high-risk and suitable for investors with above-average risk appetite.

iii) Redemption

Redemption of Units will be done at applicable NAV prices on every business day. Under normal circumstances, your fund house will dispatch the redemption proceeds within 10 business days.

iv) Fund Manager

The fund is managed by S.Krishnakumar since last 11 years and 3 months. He is a B. Tech and MBA from LIBA Chennai.

v) Entry / Exit load

The fund house does not charge any entry load or exit load if redeemed after one year from the date of allotment. However, 1% exit load is charged if redeemed within one year.

Tax benefits of investing in Sundaram Small Cap Fund

The Short-term capital gain tax of 15% is levied if sold before one year from the date of allotment. Long-term capital gains, in excess of Rs 1 Lakh, will be taxed at 10% without indexation if redeemed after one year.

About Sundaram Asset Management Company

Sundaram Asset Management Company is a fully-owned subsidiary of Sundaram Finance Ltd. and has over 20 years of experience. The fund house is backed by a strong research team and strives to identify “tomorrow’s winners” in mid and small cap segment.

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Frequently Asked Questions

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Start your investment

Sorry!
Currently this fund is not available on ClearTax Invest. We request you to checkout other Related funds
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns