Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct IDCW
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Fund Details
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct IDCW
| Risk | Very High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.34% |
| NAV | ₹14.00 (17 Jun 2021) |
|---|---|
| Fund Started | 18 Nov 2016 |
| Fund Size | ₹79 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
99.8%
6.2%
-
-22.9%
Category Average
65.2%
6.2%
15.3%
-
Rank Within Category
5
18
-
-
*All returns are annualized.
SIP
Minimum SIP amount₹0
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
₹0
with 99.8% returns per annum
Comparison
Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Grindwell Norton Ltd. | Metals | Equity | 3.8% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 3.5% |
| Hikal Ltd. | Healthcare | Equity | 3.1% |
| KPIT Technologies Ltd. | Technology | Equity | 2.6% |
| JK Cement Ltd | Construction | Equity | 2.5% |
| India Cements Ltd. | Construction | Equity | 2.5% |
| Century Plyboards (India) Ltd. | FMCG | Equity | 2.4% |
| Kalpataru Power Transmission Ltd. | Construction | Equity | 2.4% |
| Kennametal India Ltd. | Engineering | Equity | 2.4% |
| Kei Industries Ltd. | Engineering | Equity | 2.4% |
See All
Fund Managers
S Krishnakumar
Education
Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Anush Shares & Securities.
Funds Managed
Dwijendra Srivastava
Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Funds Managed
Ratish Varier
Education
Mr. Varier is a B.Com. & MBA (Finance)
Experience
Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
Funds Managed
Rohit Seksaria
Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Funds Managed
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct IDCW Details
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct IDCW is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 18 Nov 2016. S Krishnakumar, Dwijendra Srivastava is the Current Fund Manager of Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹79 Cr and the Latest NAV as of 17 Jun 2021 is ₹14.00.
The Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct IDCW is rated Very High risk.
Investment Objective
The scheme seeks to generate capital appreciation over a period of ten years by predominantly investing in equity and equity-related instruments of companies that can be termed as micro-cap and from income tax benefit available.
Scheme Information Document(SID)
Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Nil
Exit Load
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About Sundaram Mutual Fund
Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
E-mail
[email protected]Website
NASundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.com
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