e.g. Tata motors, Reliance MF, 500570

Sundaram Small Cap Fund - Institutional Plan - IDCW

Equity Small Cap Very High

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹1928.28 Crores

1Y Returns

No Data Available%

 

Earn 1% Higher Returns on Direct Funds

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Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

Investment Objective

To achieve capital appreciation by investing mainly in small and mid-cap stocks in a diversified manner.

AMC

Sundaram Asset Management Company Ltd.

Fund Details

Launch Date

October 7, 2009

Fund Manager

Mr. Ravi Gopalakrishnan

Initial Price

10

AUM Fund

1928.28 Cr

Min investment

Rs 10000000

Expense Ratio

2.38%

Exit Load

For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days.

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
43.07% 82.56% ₹61808.85
35.47% 0.00% ₹59.59
32.49% 0.00% ₹1348.46
32.49% 0.00% ₹1348.46
30.50% 0.00% ₹1348.46

Holdings

Cyient Ltd 2.64%
KSB Ltd 2.12%
Canara Bank 1.42%
TREPS 1.29%
BEML Ltd 1.19%
CSB Bank Ltd 1.15%
Subros Ltd 1.00%
PVR Ltd 0.74%
Reverse Repo 0.57%
Cash & Other Net Current Assets 0.08%

Sector Allocation

Miscellaneous 7.62%
Finance 10.66%
Information Technology 8.88%
Service 5.33%
Chemicals 5.40%
Pharmaceuticals and health care 7.55%
Engineering 9.75%
Banks 7.85%
Consumer Durables 4.22%
Paints and Pigments 2.71%
Cables 1.46%
Cement 2.71%
Auto 3.18%
Sugar 1.83%
Construction 3.01%
Fertilisers 1.19%
Power 1.13%
Automobiles 1.05%
Textiles 2.02%
Auto Ancillaries 1.00%
Electric Equipment 0.90%
Infrastructure 1.72%
Plastics 1.95%
Leather 0.85%
Edible Fat 0.79%
Food Processing 0.51%
Transport 0.47%
Paper 0.19%
Retail 0.10%
Address
Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah, Chennai (Madras) Tamil Nadu India 600014
Phone
+91 22 28569851
Fax
+91 22 28583156
Launch Date
October 7, 2009
Custodian
HDFC Bank, Standard Chartered Bank
Registrar & Transfer Agent
KFIN Technologies Pvt. Ltd.

Frequently Asked Questions

Q: What is the current NAV of Sundaram Small Cap Fund - Institutional Plan - IDCW?

A: The latest NAV of Sundaram Small Cap Fund - Institutional Plan - IDCW is ₹ .

Q: What type of mutual fund is Sundaram Small Cap Fund - Institutional Plan - IDCW?

A: Sundaram Small Cap Fund - Institutional Plan - IDCW is a 'Equity - Small Cap' type mutual fund managed by 'Sundaram Asset Management Company Ltd.'.

Q: What is the expense ratio of Sundaram Small Cap Fund - Institutional Plan - IDCW?

A: The expense ratio of Sundaram Small Cap Fund - Institutional Plan - IDCW is 2.38%, which impacts overall returns.

Q: Who manages Sundaram Small Cap Fund - Institutional Plan - IDCW?

A: Sundaram Small Cap Fund - Institutional Plan - IDCW is managed by Mr. Ravi Gopalakrishnan, who oversees investment strategy and portfolio decisions.

Q: Is Sundaram Small Cap Fund - Institutional Plan - IDCW a good investment?

A: Sundaram Small Cap Fund - Institutional Plan - IDCW may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.

Q: What is the exit load of Sundaram Small Cap Fund - Institutional Plan - IDCW?

A: The exit load of Sundaram Small Cap Fund - Institutional Plan - IDCW is For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days., applicable if redeemed within the specified period.

Q: How is Sundaram Small Cap Fund - Institutional Plan - IDCW taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

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