Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth - Latest NAV[17.24], MF Performance & Returns 2022

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Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth
Equity
ELSS
Very High Risk
3Y Lock In
24.23%
3Y annualised
+1.06% 1D
1M
6M
1Y
3Y
All
 NAV: 17 Jan 2022₹17.24
Min. SIP amountNA
RatingNA
Fund size₹38.83Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity ELSS
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA75.0%24.2%12.0%
Category averageNA75.7%16.1%NA
Rank with in categoryNA312NA
Understand terms
Holdings (62)NameSectorInstrumentAssets
Kei Industries Ltd.
EngineeringEquity3.9%
KPIT Technologies Ltd.
TechnologyEquity3.6%
Century Plyboards (India) Ltd.
FMCGEquity3.5%
Navin Fluorine International Ltd.
ChemicalsEquity3.2%
Angel One Ltd.
FinancialEquity3.0%
Grindwell Norton Ltd.
MetalsEquity3.0%
Greenpanel Industries Ltd.
FMCGEquity2.9%
CG Power & Industrial Solutions Ltd.
EngineeringEquity2.8%
Equitas Holdings Ltd.
FinancialEquity2.5%
MM Forgings Ltd.
MetalsEquity2.5%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Nov 2021 - Present
1.32%
31 Oct 2021 - 30 Nov 2021
1.32%
30 Sep 2021 - 31 Oct 2021
1.32%
31 Aug 2021 - 30 Sep 2021
0.81%
31 Jul 2021 - 31 Aug 2021
0.81%
30 Jun 2021 - 31 Jul 2021
1.32%
31 May 2021 - 30 Jun 2021
1.10%
30 Apr 2021 - 31 May 2021
1.10%
31 Mar 2021 - 30 Apr 2021
1.33%
28 Feb 2021 - 31 Mar 2021
1.32%
31 Jan 2021 - 28 Feb 2021
1.10%
31 Dec 2020 - 31 Jan 2021
1.10%
30 Nov 2020 - 31 Dec 2020
1.10%
31 Oct 2020 - 30 Nov 2020
1.10%
30 Sep 2020 - 31 Oct 2020
1.34%
31 Aug 2020 - 30 Sep 2020
1.10%
31 Jul 2020 - 31 Aug 2020
1.10%
30 Jun 2020 - 31 Jul 2020
1.10%
31 May 2020 - 30 Jun 2020
1.10%
30 Apr 2020 - 31 May 2020
1.35%
31 Mar 2020 - 30 Apr 2020
1.27%
29 Feb 2020 - 31 Mar 2020
1.27%
31 Jan 2020 - 29 Feb 2020
1.10%
31 Dec 2019 - 31 Jan 2020
1.28%
30 Nov 2019 - 31 Dec 2019
1.28%
31 Oct 2019 - 30 Nov 2019
1.28%
30 Sep 2019 - 31 Oct 2019
1.28%
31 Aug 2019 - 30 Sep 2019
1.28%
31 Jul 2019 - 31 Aug 2019
1.28%
30 Jun 2019 - 31 Jul 2019
1.28%
31 May 2019 - 30 Jun 2019
1.28%
30 Apr 2019 - 31 May 2019
1.11%
31 Mar 2019 - 30 Apr 2019
2.03%
28 Feb 2019 - 31 Mar 2019
2.03%
31 Jan 2019 - 28 Feb 2019
2.03%
31 Dec 2018 - 31 Jan 2019
2.02%
30 Nov 2018 - 31 Dec 2018
2.02%
31 Oct 2018 - 30 Nov 2018
2.03%
30 Sep 2018 - 31 Oct 2018
2.03%
31 Aug 2018 - 30 Sep 2018
2.03%
31 Jul 2018 - 31 Aug 2018
2.03%
30 Jun 2018 - 31 Jul 2018
2.03%
31 May 2018 - 30 Jun 2018
2.03%
30 Apr 2018 - 31 May 2018
2.03%
31 Mar 2018 - 30 Apr 2018
2.03%
28 Feb 2018 - 31 Mar 2018
2.03%
31 Jan 2018 - 28 Feb 2018
2.03%
31 Dec 2017 - 31 Jan 2018
2.03%
30 Nov 2017 - 31 Dec 2017
2.03%
31 Oct 2017 - 30 Nov 2017
2.06%
Expense ratio, exit load and taxExpense ratio: 1.32%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementRohit Seksaria
Apr 2019 - Present
View details
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.
Also manages these schemes
Sundaram Diversified Equity Fund IDCW
Sundaram Small Cap Fund Regular IDCW
Sundaram Small Cap Fund Regular Growth
Sundaram Diversified Equity Fund Growth
Sundaram Rural and Consumption Fund Regular Growth
Sundaram Rural and Consumption Fund Regular IDCW
Sundaram Global Brand IDCW
Sundaram Global Brand Growth
Sundaram Small Cap Fund Institutional IDCW
Sundaram Debt Oriented Hybrid Fund IDCW Monthly
Sundaram Debt Oriented Hybrid Fund Growth
Sundaram Debt Oriented Hybrid Fund IDCW Half Yearly
Sundaram Debt Oriented Hybrid Fund IDCW Quarterly
Sundaram Rural and Consumption Fund Institutional IDCW
Sundaram Diversified Equity Fund Direct IDCW
Sundaram Diversified Equity Fund Direct Growth
Sundaram Small Cap Fund Direct IDCW
Sundaram Small Cap Fund Direct Growth
Sundaram Rural and Consumption Fund Direct IDCW
Sundaram Rural and Consumption Fund Direct Growth
Sundaram Global Brand Direct IDCW
Sundaram Global Brand Direct Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Monthly
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Quarterly
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Half Yearly
Sundaram Select Micro Cap Series I Regular Growth
Sundaram Select Micro Cap Series I Regular IDCW
Sundaram Select Micro Cap Series I Direct Growth
Sundaram Select Micro Cap Series II Regular IDCW
Sundaram Select Micro Cap Series II Regular Growth
Sundaram Select Micro Cap Series III Regular Growth
Sundaram Select Micro Cap Series III Direct Growth
Sundaram Select Micro Cap Series IV Regular IDCW
Sundaram Select Micro Cap Series IV Regular Growth
Sundaram World Brand Fund Series II Regular Growth
Sundaram World Brand Fund Series II Regular IDCW
Sundaram World Brand Fund Series III Regular Growth
Sundaram World Brand Fund Series III Regular IDCW
Sundaram Select Micro Cap Series VIII Direct Growth
Sundaram Select Micro Cap Series VIII Regular IDCW
Sundaram Select Micro Cap Series VIII Regular Growth
Sundaram Select Micro Cap Series IX Direct IDCW
Sundaram Select Micro Cap Series IX Regular Growth
Sundaram Select Micro Cap Series IX Regular IDCW
Sundaram Select Micro Cap Series X Direct IDCW
Sundaram Select Micro Cap Series X Direct Growth
Sundaram Select Micro Cap Series X Regular IDCW
Sundaram Select Micro Cap Series X Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth
Sundaram Select Micro Cap Series XI Regular Growth
Sundaram Select Micro Cap Series XI Regular IDCW
Sundaram Select Micro Cap Series XI Direct Growth
Sundaram Select Micro Cap Series XI Direct IDCW
Sundaram Smart NIFTY 100 Equal Weight Fund Direct IDCW
Sundaram Smart NIFTY 100 Equal Weight Fund Regular IDCW
Sundaram Smart NIFTY 100 Equal Weight Fund Regular Growth
Sundaram Smart NIFTY 100 Equal Weight Fund Direct Growth
Sundaram Select Micro Cap Series XII Regular Growth
Sundaram Select Micro Cap Series XII Regular IDCW
Sundaram Select Micro Cap Series XII Direct IDCW
Sundaram Select Micro Cap Series XII Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct IDCW
Sundaram Select Micro Cap Series XIV Regular Growth
Sundaram Select Micro Cap Series XIV Regular IDCW
Sundaram Select Micro Cap Series XIV Direct Growth
Sundaram Select Micro Cap Series XIV Direct IDCW
Sundaram Select Micro Cap Series XV Direct Growth
Sundaram Select Micro Cap Series XV Regular IDCW
Sundaram Select Micro Cap Series XV Regular Growth
Sundaram Select Micro Cap Series XV Direct IDCW
Sundaram Select Small Cap Series V Direct IDCW
Sundaram Select Small Cap Series V Direct Growth
Sundaram Select Small Cap Series V Regular IDCW
Sundaram Select Small Cap Series V Regular Growth
Sundaram Select Small Cap Series VI Regular IDCW
Sundaram Select Small Cap Series VI Direct Growth
Sundaram Select Small Cap Series VI Direct IDCW
Sundaram Select Small Cap Series VI Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct IDCW
Sundaram Select Micro Cap Series XVI Direct Growth
Sundaram Select Micro Cap Series XVI Regular IDCW
Sundaram Select Micro Cap Series XVI Regular Growth
Sundaram Select Micro Cap Series XVI Direct IDCW
Sundaram Select Micro Cap Series XVII Regular Growth
Sundaram Select Micro Cap Series XVII Regular IDCW
Sundaram Select Micro Cap Series XVII Direct Growth
Sundaram Select Micro Cap Series XVII Direct IDCW
Sundaram Long Term Tax Advantage Fund Series III Regular Growth
Sundaram Long Term Tax Advantage Fund Series III Regular IDCW
Sundaram Long Term Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Tax Advantage Fund Series III Direct IDCW
Sundaram Emerging Small Cap Series 1 Regular Growth
Sundaram Emerging Small Cap Series 1 Direct IDCW
Sundaram Emerging Small Cap Series 1 Direct Growth
Sundaram Emerging Small Cap Series 1 Regular IDCW
Sundaram Emerging Small Cap Series II Direct IDCW
Sundaram Emerging Small Cap Series II Regular IDCW
Sundaram Emerging Small Cap Series II Regular Growth
Sundaram Emerging Small Cap Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Regular Growth
Sundaram Long Term Tax Advantage Fund Series IV Regular IDCW
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct IDCW
Sundaram Emerging Small Cap Series III Regular IDCW
Sundaram Emerging Small Cap Series III Direct IDCW
Sundaram Emerging Small Cap Series III Regular Growth
Sundaram Emerging Small Cap Series III Direct Growth
Sundaram Emerging Small Cap Series IV Regular Growth
Sundaram Emerging Small Cap Series IV Regular IDCW
Sundaram Emerging Small Cap Series IV Direct IDCW
Sundaram Emerging Small Cap Series IV Direct Growth
Sundaram Multi Cap Fund Series I Direct IDCW
Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series I Regular IDCW
Sundaram Multi Cap Fund Series I Regular Growth
Sundaram Multi Cap Fund Series II Regular Growth
Sundaram Multi Cap Fund Series II Regular IDCW
Sundaram Multi Cap Fund Series II Direct Growth
Sundaram Emerging Small Cap Series V Regular Growth
Sundaram Emerging Small Cap Series V Direct Growth
Sundaram Emerging Small Cap Series V Direct IDCW
Sundaram Emerging Small Cap Series VI Regular Growth
Sundaram Emerging Small Cap Series VI Direct Growth
Sundaram Services Fund Direct Growth
Sundaram Services Fund Direct IDCW
Sundaram Services Fund Regular Growth
Sundaram Services Fund Regular IDCW
Sundaram Emerging Small Cap Series VII Regular Growth
Sundaram Emerging Small Cap Series VII Direct Growth
Sundaram Emerging Small Cap Series VII Direct IDCW
Sundaram Equity Savings Fund(Ex) Regular Growth
Sundaram Equity Savings Fund(Ex) Regular IDCW
Sundaram Equity Savings Fund(Ex) Direct Growth
Sundaram Equity Savings Fund(Ex) Direct IDCW
Sundaram Arbitrage Fund(Ex) Regular Growth
Sundaram Arbitrage Fund(Ex) Regular IDCW
Sundaram Arbitrage Fund(Ex) Direct IDCW
Sundaram Arbitrage Fund(Ex) Direct Growth
Sundaram Large Cap Fund Regular Growth
Sundaram Large Cap Fund Regular IDCW
Sundaram Large Cap Fund Direct Growth
Sundaram Large Cap Fund Direct IDCW
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹32,095.30Cr
Date of Incorporation26 Feb 1996
 Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. Thi
 Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. S Krishnakumar, Dwijendra Srivastava is the Current Fund Manager of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹32,095 Cr and the Latest NAV as of 17 Jan 2022 is ₹17.24.
The Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth is rated Very High risk.
...Read more
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 co
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.
...Read more
Fund benchmarkNIFTY Smallcap 100 TRI
Scheme Information Document(SID)
Fund house contact details
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
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,
Email
[email protected]
Website
www.karvymfs.com
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FAQsHow to Invest in Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth
You can easily invest in Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account
 Search for Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth from the search box 
 In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
 Once you are done with that, you can start investing in Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth provide?
The Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth has been there from 24 Mar 2017 and the average annual returns provided by this
fund is 75.03% since its inception.
How much expense ratio is charged by Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth?
The term Expense Ratio used for Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. 

The Expense Ratio of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth is 1.32% as of 18 Jan 2022...
What is the AUM of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth?
The AUM, short for Assets Under Management of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth is ₹38.83Cr as of 18 Jan 2022.
How to Redeem Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth?
If you want to sell your Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth holdings, go to your holding on the app or
web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your
desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth?
You can select either SIP  or Lumpsum  investment of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth based on your investment objective and risk tolerance.
What is the NAV of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth?
The NAV of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth is ₹17.24 as of 17 Jan 2022.
What is the PE and PB ratio of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth?
The PE ratio ratio of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

	6M	1Y	3Y	All
Fund returns	NA	75.0%	24.2%	12.0%
Category average	NA	75.7%	16.1%	NA
Rank with in category	NA	3	12	NA

Name	Sector	Instrument	Assets
Kei Industries Ltd.	Engineering	Equity	3.9%
KPIT Technologies Ltd.	Technology	Equity	3.6%
Century Plyboards (India) Ltd.	FMCG	Equity	3.5%
Navin Fluorine International Ltd.	Chemicals	Equity	3.2%
Angel One Ltd.	Financial	Equity	3.0%
Grindwell Norton Ltd.	Metals	Equity	3.0%
Greenpanel Industries Ltd.	FMCG	Equity	2.9%
CG Power & Industrial Solutions Ltd.	Engineering	Equity	2.8%
Equitas Holdings Ltd.	Financial	Equity	2.5%
MM Forgings Ltd.	Metals	Equity	2.5%

Rank (total assets)	#17 in India
Total AUM	₹32,095.30Cr

Date of Incorporation	26 Feb 1996

Fund benchmark	NIFTY Smallcap 100 TRI

No.11, 2nd floor, 80 FT Road
4th Block, S.T Bed, Koramangala
Bengaluru – 560034
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Rating	NA
Fund size	₹38.83Cr