Sundaram Small Cap Fund (G) Mutual fund

Sundaram Small Cap Fund (G)

Q: How to Invest in Sundaram Small Cap Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Sundaram Small Cap Fund good?

The Sundaram Small Cap Fund has an AUM of ₹3424.27 Cr as on 12/20/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 22.71%. The risk is Very High against the category average of 84.76.

Q: Is Sundaram Small Cap Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable. LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024). STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.

Q: What is the lock-in period of Sundaram Small Cap Fund?

There is no lock-in period applicable on Sundaram Small Cap Fund.

Q: What is the expense ratio of Sundaram Small Cap Fund?

The expense ratio of Sundaram Small Cap Fund is 1.94%.

Equity

●

Small Cap

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Fund Details

Current NAV

₹258.36

Expense Ratio

1.94%

Min SIP

₹100

Fund Size

₹3424Cr

Min Investment

₹100

Lock In

Scheme Information Document

Exit load: If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.

Fund Performance

Alpha

0.62%

Beta

0.76

Sharpe Ratio

0.9519

Risk

14.32%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Sundaram Small Cap Fund (G) FAQs

Q1. How to Invest in Sundaram Small Cap Fund through Rupeezy?

Q2. Is Sundaram Small Cap Fund good?

Q3. Is Sundaram Small Cap Fund tax free?

Q4. What is the lock-in period of Sundaram Small Cap Fund?

Q5. What is the expense ratio of Sundaram Small Cap Fund?

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