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Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Dividend-1.02%

12.87%
1 Year Return
Equity
Tax Planning
6M
1Y
3Y
All

Fund Details

Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Dividend

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.41%
NAV₹10.20 (22 Jan 2021)
Fund Started18 Nov 2016
Fund Size76 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
12.9%
-9.2%
-
-23.1%
Category Average
19.3%
2.5%
16.5%
-
Rank Within Category
20
16
-
-
*All returns are annualized.
SIP
Minimum SIP amount0
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
0
with 12.9% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
India Cements Ltd.ConstructionEquity4.6%
Navin Fluorine International Ltd.ChemicalsEquity3.9%
Grindwell Norton Ltd.MetalsEquity3.7%
Burger King India Ltd.FMCGEquity2.8%
Kei Industries Ltd.EngineeringEquity2.8%
Healthcare Global Enterprises Ltd.HealthcareEquity2.8%
Johnson Controls - Hitachi Air Conditioning India Ltd.Cons DurableEquity2.6%
Vesuvius India Ltd.ConstructionEquity2.6%
Heidelberg Cement India Ltd.ConstructionEquity2.2%
Astra Microwave Products Ltd.CommunicationEquity2.1%
See All

Fund Managers

S Krishnakumar
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Dwijendra Srivastava
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Ratish Varier
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Rohit Seksaria
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Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Dividend Details

Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Dividend 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 Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹76 Cr and the Latest NAV as of 22 Jan 2021 is ₹10.20.

The Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Dividend is rated Moderately 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
Sundaram 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,
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