NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹249.10
0.30%
NAV as on 17 Nov 24, 12:00 AM
very high risk
small cap
equity
NAV as on 17 Nov 24, 12:00 AM
very high risk
small cap
equity
25.99%p.a.
Last 1Y
17.58%p.a.
Last 3Y
26.75%p.a.
Last 5Y
18.03%p.a.
Since Inception
About Sundaram Small Cap Fund - Plan - Growth Option for NRIs
NRIs can achieve long-term capital appreciation by investing in the Sundaram Small Cap Fund - Plan - Growth Option scheme from Sundaram Asset Management Company Ltd. It is a Small-Cap mutual fund scheme that predominantly invests in Small-Cap stocks of companies. Launched on Feb 2005, Sundaram Small Cap Fund - Plan - Growth Option is Small-Cap fund of its category with 3,450.08 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Small-Cap funds.
- Sundaram Small Cap Fund - Plan - Growth Option delivered 26.0% annual returns during the last year. It has delivered 18.0% average annual returns since the fund was launched.
- Sundaram Small Cap Fund - Plan - Growth Option scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks.
Top 10 Holdings
Multi Commodity Exchange of India Ltd
3.45%
Safari Industries (India) Ltd
2.48%
Greenpanel Industries Ltd Ordinary Shares
2.41%
Affle India Ltd
2.19%
Aster DM Healthcare Ltd Ordinary Shares
2.18%
KSB Ltd
2.17%
Cholamandalam Financial Holdings Ltd
2.16%
Rategain Travel Technologies Ltd
2.16%
Ujjivan Small Finance Bank Ltd Ordinary Shares
2.08%
Brigade Enterprises Ltd
1.86%
Fund Managers
- Rohit Seksaria (Nov 2022 - Present)
Key Information
View Scheme Document
Sundaram Small Cap Fund - Plan - Growth Option SIP Calculator
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NRI Mutual Fund Tax on Sundaram Small Cap Fund - Plan - Growth Option
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Sundaram Small Cap Fund - Plan - Growth Option?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Sundaram Small Cap Fund - Plan - Growth Option
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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