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Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Growth+0.32%

92.74%
1 Year Return
Equity
ELSS
3.0star
3Y Lock inlock
6M
1Y
3Y
All

Fund Details

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

RiskVery High
Min SIP AmountNot Supported
Expense Ratio1.43%
NAV₹14.99 (22 Jun 2021)
Fund Started22 Nov 2016
Fund Size79 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
92.7%
6.7%
-
4.6%
Category Average
65.2%
6.2%
15.3%
-
Rank Within Category
6
20
-
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
0
with 92.7% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
2. Exit load is zero
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. 3Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Grindwell Norton Ltd.MetalsEquity3.8%
Navin Fluorine International Ltd.ChemicalsEquity3.5%
Hikal Ltd.HealthcareEquity3.1%
KPIT Technologies Ltd.TechnologyEquity2.6%
JK Cement LtdConstructionEquity2.5%
India Cements Ltd.ConstructionEquity2.5%
Century Plyboards (India) Ltd.FMCGEquity2.4%
Kalpataru Power Transmission Ltd.ConstructionEquity2.4%
Kennametal India Ltd.EngineeringEquity2.4%
Kei Industries Ltd.EngineeringEquity2.4%
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 Growth Details

Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 22 Nov 2016. S Krishnakumar, Dwijendra Srivastava is the Current Fund Manager of Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹79 Cr and the Latest NAV as of 22 Jun 2021 is ₹14.99.

The Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Growth is rated Very High risk. Minimum SIP Investment is set to 500.

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.

Tax Implications

Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

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
Website
NA
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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