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Sundaram Small Cap Fund - Institutional - Growth

  • Regular
  • Direct
Category : Small Cap Fund
Fund House : Sundaram Mutual Fund
This scheme closed on 31-12-2021 & the data you are seeing is not latest data.

Scheme Objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.

Scheme Details

  • Fund manager(s)Rohit Seksaria
  • Launch date – 15-Apr-2008
  • Expense ratio – 2.31% as declared on 29-Feb-2020 (category average is 0%)
  • Benchmark - Nifty Smallcap 250 TRI
  • Min SIP amount - ₹
  • Min investment amount (one time- first time) - ₹
  • Min investment amount (addtional purchase) - ₹
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Sundaram Small Cap Fund - Institutional - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

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%.

Contact Details

Sundaram Asset Management Company Ltd
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Tel no.: 044-28569900
Fax no.: 044-2858 3156
Website.: https://www.sundarammutual.com

Forum

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