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Sundaram Small Cap Fund - Institutional - Growth

  • Regular
  • Direct
Category : Small Cap 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
  • Nifty 50
  • NA
  • NA
  • Gold
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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% - 3/3
1 Month 30-Nov-21 10460.60 4.61% - 1/3
3 Month 30-Sep-21 10498.50 4.98% - 3/3
6 Month 30-Jun-21 11909.50 19.09% - 1/3
YTD 01-Jan-21 16017.80 60.18% - 1/3
1 Year 31-Dec-20 16198.00 61.98% 61.98% 1/3
2 Year 31-Dec-19 20629.90 106.30% 43.56% 1/3
3 Year 31-Dec-18 19565.60 95.66% 25.05% 3/3
5 Year 30-Dec-16 21874.80 118.75% 16.93% 3/3
10 Year 30-Dec-11 69313.40 593.13% 21.34% 2/2
Since Inception 15-Apr-08 69082.00 590.82% 15.13% 3/3

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 %
 

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
SBI Small Cap Fund - Direct Plan - Growth 3 14869.40 0.54 4.30 17.80 14.73 30.36
SBI Small Cap Fund - Regular Plan - Growth 3 14869.40 0.45 4.04 17.20 13.54 28.95

More Funds from Sundaram Mutual Fund

Out of 7 mutual fund schemes offered by this AMC, 2 is/are ranked 2 * , 1 is/are ranked 1 * , and 4 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Sundaram Diversified Equity Fund - Growth 2 1814.87 2.22 5.03 14.69 10.20 15.59
Sundaram Diversified Equity Fund - Direct Plan - Growth 1 1814.87 2.28 5.20 15.08 10.92 16.18
Sundaram Financial Services Opportunities Fund - Institutional - Growth NA 618.26 4.80 10.96 21.62 16.18 13.50
Sundaram Banking & PSU Debt Fund - Retail - Growth 2 458.79 0.74 1.05 2.55 2.63 4.40
Sundaram Global Brand Fund - Direct Plan - Growth NA 111.92 3.99 2.14 0.64 -12.10 9.06
Sundaram Global Brand Fund - Growth NA 111.92 3.89 1.84 0.03 -13.21 8.07
Sundaram Medium Term Bond Fund - Institutional - Growth NA 43.90 0.84 0.78 2.31 0.29 2.82

Forum

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