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Sundaram Small Cap Fund - Institutional - Growth

  • Regular
  • Direct
Category : Small Cap Fund
Fund House : Sundaram Mutual Fund
  • NAV
    : ₹ 165.7589 0.86%
    (as on 31st December, 2021)
This scheme closed on 31-12-2021 & the data you are seeing is not latest data.

Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for very high returns. At the same time, these investors should also be ready for possibility of higher losses in their investments.

This Scheme
VS
  • Benchmark
    Nifty Smallcap 250 TRI
  • NA
  • NA
  • Gold
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  • SIP Calculator
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Returns (NAV as on 31st December, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Rank within Category
1 Week 24-Dec-21 10343.80 3.44% - 2/4
1 Month 30-Nov-21 10460.60 4.61% - 2/4
3 Month 30-Sep-21 10498.50 4.98% - 2/4
6 Month 30-Jun-21 11909.50 19.09% - 2/4
YTD 01-Jan-21 16017.80 60.18% - 2/4
1 Year 31-Dec-20 16198.00 61.98% 61.98% 2/4
2 Year 31-Dec-19 20629.90 106.30% 43.56% 2/4
3 Year 31-Dec-18 19565.60 95.66% 25.05% 4/4
5 Year 30-Dec-16 21874.80 118.75% 16.93% 4/4
10 Year 30-Dec-11 69313.40 593.13% 21.34% 4/4
Since Inception 15-Apr-08 69082.00 590.82% 15.13% 4/4
Returns Calculator Detailed Returns Analysis

SIP Returns (NAV as on 31st December, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 31-Dec-20 12000 15334.82 27.79 % 54.85 %
2 Year 31-Dec-19 24000 42052.49 75.22 % 64.62 %
3 Year 31-Dec-18 36000 66376.46 84.38 % 43.96 %
5 Year 30-Dec-16 60000 107818.31 79.7 % 23.63 %
10 Year 30-Dec-11 120000 343821.12 186.52 % 19.96 %
SIP Calculator Detailed Returns Analysis
 

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Portfolio

This fund is inactive, so it does not have any stocks/debt in its current portfolio.

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Sundaram Small Cap Fund - Direct Plan - Growth (Adjusted NAV) NA 3282.20 3.05 -0.90 18.02 -1.59 18.63
Sundaram Small Cap Fund - Growth (Adjusted NAV) NA 3282.20 2.96 -1.17 17.38 -2.65 17.46
HSBC Small Cap Fund - Direct Plan - Growth (Adjusted NAV) NA 15885.78 2.15 -3.49 14.50 -7.13 19.55
HSBC Small Cap Fund - Growth (Adjusted NAV) NA 15885.78 2.06 -3.74 13.90 -8.08 18.33

More Funds from Sundaram Mutual Fund

Out of 4 mutual fund schemes offered by this AMC, 1 is/are ranked 2 * , 1 is/are ranked 1 * , and 2 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Sundaram Diversified Equity Fund - Direct Plan - Growth 1 1461.22 1.18 0.43 12.38 0.53 12.66
Sundaram Diversified Equity Fund - Growth 2 1461.22 1.14 0.30 12.08 0.01 12.04
Sundaram Global Brand Theme - Equity Active FOF - Growth NA 129.70 2.14 8.39 9.20 22.65 18.73
Sundaram Global Brand Theme - Equity Active FOF - Direct Plan - Growth NA 129.70 2.21 8.63 9.68 23.76 19.88

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