3 Year return

22.15%
Launched on January 2013 (11 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Based on past performance of this fund

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

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If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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.

Ratings

ARQ Rating
0.5

Ratings by other agencies

2
2
2

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

Holdings

Sundaram Mutual Fund Managers

RG

Ravi Gopalakrishnan

Fund Manager since Dec 2017

View Details

Fund House Details

Sundaram Mutual Fund

Sundaram Mutual Fund Asset management company

AUM ₹67,164.09 Cr.
No. of Schemes 126
Setup Date 1996

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

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
Email 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.

Achieve Financial Freedom with SIP

Consider using SIPs to achieve your financial goals like retirement planning or a child's education. SIPs inculcate a habit of regular saving and benefit from the power of compounding. Estimate how much you need to invest monthly to reach your target corpus using Angel One's SIP calculator. This free tool helps you plan your SIP investment strategy for various financial goals.

FAQs

What is today's NAV of Sundaram Small Cap Fund Direct Plan IDCW Reinvestment?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Sundaram Small Cap Fund Direct Plan IDCW Reinvestment Nov 06 2024 is 41.0138

What is the AUM of Sundaram Small Cap Fund Direct Plan IDCW Reinvestment?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Sundaram Small Cap Fund Direct Plan IDCW Reinvestment is 3581.38 crore.

What is the expense ratio of Sundaram Small Cap Fund Direct Plan IDCW Reinvestment?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Sundaram Small Cap Fund Direct Plan IDCW Reinvestment is 0.8%

What are the returns of Sundaram Small Cap Fund Direct Plan IDCW Reinvestment since inception?

The Sundaram Small Cap Fund Direct Plan IDCW Reinvestment was launched on Jan 01 2013. The fund has delivered a CAGR of 19.46 since inception.

What is the minimum SIP amount to invest in Sundaram Small Cap Fund Direct Plan IDCW Reinvestment?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Sundaram Small Cap Fund Direct Plan IDCW Reinvestment is 100.

How do I invest in Sundaram Small Cap Fund Direct Plan IDCW Reinvestment?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. 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?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Sundaram Small Cap Fund Direct Plan IDCW Reinvestment?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. 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?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.