Sundaram Emerging Small Cap Series V Regular Plan - Growth

  • Scheme Category:  
  • Equity Scheme >  
NAV: ₹ 20.7474 ↑ 0.08%
[as on 14 August, 2023]

NAV chart

SMA (Simple Moving Average)

  • 50 SMA
  • 100 SMA
  • 200 SMA
  • 400 SMA

Returns

CAGR returns till date

CAGR returns of Sundaram Emerging Small Cap Series V Regular Plan - Growth and its peers as on 14 August, 2023
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Emerging Small Cap Series V Regular Plan - Growth 5.37% 0.08% 0.13% 0.45% 1.37% 6.88% 35.03%---
SBI MAGNUM NRI FLEXIASSET PLAN-GROWTH 13.76% 0.51% 1.96% 5.51% 4.05% 8.94% 3.92% 1.81%--
SBI ONE INDIA FUND - GROWTH (PREVIOUSLY CLOSE ENDED UPTO 14/01/2010) 17.1% -0.67% 0.48% 0.1% 4.83% 4.1% 6.49% -0.13%--
SBI EQUITY OPPORTUNITIES FUND - SERIES I - REGULAR PLAN - GROWTH -1.97% 0.21% 0.85% -0.48% 12.32% 4.4% 1.26% 6.69%--
SBI EQUITY OPPORTUNITIES FUND - SERIES II - REGULAR PLAN - GROWTH 28.39% 0.02% -0.28% -1.48% 4.71% 28.27%----
SBI EQUITY OPPORTUNITIES FUND - SERIES IV - REGULAR PLAN - GROWTH 42.92% 0.03% 0.04% 4.61% 11.58% 66% 22.78% 16.46%--

Discrete returns (yearly)

Year2016201720182019202020212022202320242025
Returns--- -2.37% 16.7% 67.99% 6.04%---

Discrete returns (monthly)

MonthNov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026
Returns----------

Returns from spefic dates

DescriptionCAGR returns from 18 Oct 2021 (Nifty 50 2021 high)
Returns 6.95%

NAV history

Sundaram Emerging Small Cap Series V Regular Plan - Growth - 30 days NAV (Net asset value) history

DateNAV% change
14 August, 202320.7474 0.08%
11 August, 202320.7314 0.01%
10 August, 202320.7285 0.01%
9 August, 202320.7257 0.01%
8 August, 202320.7230 0.01%
7 August, 202320.7202 0.04%
4 August, 202320.7121 0.01%
3 August, 202320.7094 0.01%
2 August, 202320.7067 0.01%
1 August, 202320.7039 0.01%
31 July, 202320.7012 0.04%
28 July, 202320.6929 0.01%
27 July, 202320.6902 0.01%
26 July, 202320.6875 0.01%
25 July, 202320.6847 0.01%
24 July, 202320.6819 0.04%
21 July, 202320.6733 0.01%
20 July, 202320.6705 0.01%
19 July, 202320.6677 0.01%
18 July, 202320.6649 0.01%
17 July, 202320.6622 0.04%
14 July, 202320.6540 0.05%
13 July, 202320.6445 0.01%
12 July, 202320.6418 0.01%
11 July, 202320.6391 0.01%
10 July, 202320.6366 0.04%
7 July, 202320.6293 0.01%
6 July, 202320.6268 0.01%
5 July, 202320.6244 0.01%
4 July, 202320.6217

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of Sundaram Emerging Small Cap Series V Regular Plan - Growth?
    The latest NAV of Sundaram Emerging Small Cap Series V Regular Plan - Growth is 20.7474 as on 14 August, 2023.
  • What are YTD (year to date) returns of Sundaram Emerging Small Cap Series V Regular Plan - Growth?
    The YTD (year to date) returns of Sundaram Emerging Small Cap Series V Regular Plan - Growth are 5.37% as on 14 August, 2023.
  • What are 1 year returns of Sundaram Emerging Small Cap Series V Regular Plan - Growth?
    The 1 year returns of Sundaram Emerging Small Cap Series V Regular Plan - Growth are 6.88% as on 14 August, 2023.
  • What are 3 year CAGR returns of Sundaram Emerging Small Cap Series V Regular Plan - Growth?
    The 3 year annualized returns (CAGR) of Sundaram Emerging Small Cap Series V Regular Plan - Growth are 35.03% as on 14 August, 2023.
  • What is LTCG (Long term capital gain) and STCG (Short term capital gain) tax for Sundaram Emerging Small Cap Series V Regular Plan - Growth?
    Sundaram Emerging Small Cap Series V Regular Plan - Growth is equity oriented mutual fund. Various capital gain taxes are applicable as below (Effective for redemption after July 23, 2024 and from FY 2024-25)
    Holding periodTax rate
    Less than 1 year (STCG)20%
    More than 1 year (LTCG)Tax free upto Rs. 1.25 lakhs. 12.5% on rest amount.