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
₹34.57
-0.11%
NAV as on 03 Jun 25, 12:00 AM
very high risk
small cap
equity
NAV as on 03 Jun 25, 12:00 AM
very high risk
small cap
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
17.70%p.a.
Since Inception
About Sundaram Small Cap Fund Plan Payout of Income Distribution cum Capital Withdrawal for NRIs
NRIs can achieve long-term capital appreciation by investing in the Sundaram Small Cap Fund Plan Payout of Income Distribution cum Capital Withdrawal scheme from Sundaram Asset Management Company Limited. 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 Payout of Income Distribution cum Capital Withdrawal is Small-Cap fund of its category with 3,424.27 Cr fund under management as on Jun 2025. The expense ratio of this fund is less than that of most other Fund category Small-Cap funds.
- Sundaram Small Cap Fund Plan Payout of Income Distribution cum Capital Withdrawal delivered 0.0% annual returns during the last year. It has delivered 17.7% average annual returns since the fund was launched.
- Sundaram Small Cap Fund Plan Payout of Income Distribution cum Capital Withdrawal 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
TREPS
7.69%
Aster Dm Healthcare Ltd
3.13%
PNB Housing Finance Ltd
2.76%
Affle (India) Ltd
2.75%
Safari Industries (India) Ltd
2.69%
Ujjivan Small Finance Bank Ltd
2.62%
Cholamandalam Financial Holdings Ltd
2.26%
KSB Ltd
2.24%
Balrampur Chini Mills Ltd
2.13%
E.I.D. Parry (India) Ltd
2.12%
Fund Managers
- Rohit Seksaria (Nov 2022 - Present)
Key Information
View Scheme Document
Sundaram Small Cap Fund Plan Payout of Income Distribution cum Capital Withdrawal SIP Calculator
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NRI Mutual Fund Tax on Sundaram Small Cap Fund Plan Payout of Income Distribution cum Capital Withdrawal
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 Payout of Income Distribution cum Capital Withdrawal?
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 Payout of Income Distribution cum Capital Withdrawal
- 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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