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Sundaram Select Micro Cap - Series XV - Direct Plan - Growth

  • Regular
  • Direct
Category : Small Cap Fund
  • NAV
    : ₹ 16.5286 0.01%
    (as on 31st May, 2022)
This scheme closed on 31-05-2022 & 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
    S&P BSE SmallCap
  • NA
  • NA
  • Gold
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Returns (NAV as on 31st May, 2022)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Rank within Category
1 Week 24-May-22 10006.70 0.07% - 3/34
1 Month 29-Apr-22 10005.00 0.05% - 4/34
3 Month 28-Feb-22 10572.90 5.73% - 1/34
6 Month 30-Nov-21 10325.10 3.25% - 1/34
YTD 31-Dec-21 10062.50 0.62% - 1/34
1 Year 31-May-21 13190.30 31.90% 31.90% 1/33
2 Year 29-May-20 28562.60 185.63% 68.76% 2/32
3 Year 31-May-19 18217.10 82.17% 22.11% 14/30
5 Year 31-May-17 16528.60 65.29% 10.57% 10/15
Since Inception 31-May-17 16528.60 65.29% 10.57% 30/34

SIP Returns (NAV as on 31st May, 2022)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 31-May-21 12000 12965.73 8.05 % 15.24 %
2 Year 29-May-20 24000 36880.67 53.67 % 47.55 %
3 Year 31-May-19 36000 63025.71 75.07 % 39.98 %
5 Year 31-May-17 60000 102668.29 71.11 % 21.63 %
 

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 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 15%. Any cess/surcharge is not included in the 15%.

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
Tata Small Cap Fund - Direct Plan - Growth 5 3300.82 -1.21 -2.42 2.67 16.08 46.68
HDFC Small Cap Fund - Direct Plan - Growth 3 14648.76 -0.75 -0.74 5.03 10.63 45.77
Franklin India Smaller Companies Fund - Direct - Growth 2 7308.82 -2.01 -1.11 3.07 8.66 42.02
Nippon India Small Cap Fund - Direct Plan - Growth 4 23910.18 -1.55 -3.24 0.33 7.55 50.05
ICICI Prudential Smallcap Fund - Direct Plan - Growth 3 4618.03 -0.82 -3.65 -1.99 6.08 44.64
Quant Small Cap Fund - Direct Plan - Growth 5 3301.73 -1.96 -4.65 4.00 5.12 68.08
ITI Small Cap Fund - Direct Plan - Growth NA 1015.68 -1.12 -2.12 0.45 4.48 31.72
HSBC Small Cap Fund - Direct Plan - Growth 3 8625.96 -1.95 -1.62 -0.10 3.92 46.93
Invesco India Smallcap Fund - Direct - Growth 2 1400.88 -3.04 -4.05 -1.87 2.41 37.64
Edelweiss Small Cap Fund - Direct Plan - Growth 3 1458.46 -2.49 -4.82 -2.92 1.96 44.21

More Funds from Sundaram Mutual Fund

Out of 44 mutual fund schemes offered by this AMC, 1 is/are ranked 5 * , 1 is/are ranked 4 * , 9 is/are ranked 3 * , 3 is/are ranked 2 * , 5 is/are ranked 1 * , and 25 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Sundaram Mid Cap Fund - Direct Plan - Growth 2 7048.79 -2.54 -5.68 -4.06 2.79 29.49
Sundaram Large and Mid Cap Fund - Direct Plan - Growth 3 4885.09 -3.03 -6.82 -3.86 -2.54 27.59
Sundaram Liquid Fund - Direct Plan - Growth 3 4169.63 0.54 1.66 3.29 5.70 4.15
Sundaram Aggressive Hybrid Fund - Direct Plan - Growth 3 2981.43 -1.44 -5.43 -1.20 1.45 21.90
Sundaram Large Cap Fund - Direct Plan - Growth 3 2855.05 -2.42 -6.83 -0.21 0.88 0.00
Sundaram Services Fund - Direct Plan - Growth NA 2272.67 -1.83 -6.26 -1.72 0.99 32.02
Sundaram Small Cap Fund - Direct Plan - Growth 1 1962.20 -1.68 -3.82 -1.32 1.21 40.50
Sundaram Flexi Cap Fund - Direct Plan - Growth NA 1840.15 -2.60 -6.07 -1.98 0.00 0.00
Sundaram Multi Cap Fund - Direct Plan - Growth 2 1795.11 -2.84 -6.00 -4.41 -2.67 29.05
Sundaram Balanced Advantage Fund - Direct Plan - Growth NA 1532.50 -1.15 -3.84 0.26 3.83 12.09

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