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Sundaram Small Cap Fund - Institutional - Growth

  • Regular
  • Direct
Category : Small Cap Fund

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)S Krishnakumar , Ratish Varier
  • Launch date – 15-Apr-2008
  • Expense ratio – 2.31% as declared on 29-Feb-2020 (category average is 2.31%)
  • Benchmark - Nifty Smallcap 100 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 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%.

Contact Details

Sundaram Asset Management Company Limited
Sundaram Towers, 2nd Floor, 46 Whites Road Royapettah, Chennai 600 014
Tel no.: 044-28583362/3367
Fax no.: 044-2858 3156
Website.: www.sundarammutual.com

Forum

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