3 Year return
22.15%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹3581.38 Cr.
Expense Ratio
0.8% (inclusive of GST)
Exit Load
If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Sundaram Mutual Fund Managers
RG
Ravi Gopalakrishnan
Fund Manager since Dec 2017
Fund House Details
Sundaram Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Nippon India Small Cap Fund |
30.69% |
4 |
Quant Small Cap Fund |
28.53% |
4 |
Bank of India Small Cap Fund |
26.81% |
2.5 |
Schemes by Sundaram Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Reinvestment
About Sundaram Small Cap Fund Direct Plan IDCW Reinvestment
The Sundaram Small Cap Fund Direct Plan IDCW Reinvestment fund is a small cap fund managed by Sundaram Mutual Fund. It is a type of fund that invests in small-cap companies. The Sundaram Small Cap Fund Direct Plan IDCW Reinvestment fund is an open-ended fund, which provides the fund manager an opportunity to invest at any time. The expense ratio of this fund is lower than the category average.
Investment Objectives of the Scheme
The investment objective of the Sundaram Small Cap Fund Direct Plan IDCW Reinvestment fund is to generate capital appreciation by investing in a diversified portfolio of small-cap companies. The fund aims to provide investors with the potential for high returns over the long term.
Key Features of The Fund
5-year return | 29.16% |
Expense Ratio | 0.8% |
Fund Manager | Ravi Gopalakrishnan |
Fund Size | ₹3581.38 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
The Sundaram Small Cap Fund Direct Plan IDCW Reinvestment fund is suitable for investors who are looking for high returns over the long term and who are willing to take on some risk. The fund is also suitable for investors who have a long investment horizon of at least 5 years. However, it is important to remember that all investments carry some risk, and you should always do your own research before investing.
AMC Contact Details
Name | Sundaram Mutual Fund |
Launch Date | 1996 |
Addresss | Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014 |
Contact | 1860 425 7237, 044 2858 3362/3367, 044 2856 9900 |
customerservices@sundarammutual.com | |
Website | https://www.sundarammutual.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of Sundaram Small Cap Fund Direct Plan IDCW Reinvestment?
What is the AUM of Sundaram Small Cap Fund Direct Plan IDCW Reinvestment?
What is the expense ratio of Sundaram Small Cap Fund Direct Plan IDCW Reinvestment?
What are the returns of Sundaram Small Cap Fund Direct Plan IDCW Reinvestment since inception?
What is the minimum SIP amount to invest in Sundaram Small Cap Fund Direct Plan IDCW Reinvestment?
How do I invest in Sundaram Small Cap Fund Direct Plan IDCW Reinvestment?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Sundaram Small Cap Fund Direct Plan IDCW Reinvestment?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Sundaram Small Cap Fund Direct Plan IDCW Reinvestment?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Sundaram Small Cap Fund Direct Plan IDCW Reinvestment?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.