Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Dividend-1.38%

3
-19.00%
1 Year Return
Equity
ELSS
3.0star
6M
1Y
3Y
All

Fund Details

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

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.39%
NAV6.65 (15 Jul 2020)
Fund Started24 Mar 2017
Fund Size33 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Dividend
-19.0%
-15.0%
NA
-11.5%
Category Average
-16.6%
-3.7%
6.3%
-
Rank within category
22
14
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    0
    with -19.0% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Navin Fluorine International Ltd.ChemicalsEquity8.5%
    Heidelberg Cement India Ltd.ConstructionEquity4.8%
    Grindwell Norton Ltd.MetalsEquity4.5%
    Johnson Controls - Hitachi Air Conditioning India Ltd.Cons DurableEquity4.1%
    India Cements Ltd.ConstructionEquity3.8%
    Thyrocare Technologies Ltd.HealthcareEquity3.0%
    Astra Microwave Products Ltd.CommunicationEquity3.0%
    INEOS Styrolution India LtdChemicalsEquity2.8%
    Timken India Ltd.EngineeringEquity2.6%
    INOX Leisure Ltd.ServicesEquity2.6%
    See All

    Fund Managers

    addS Krishnakumar
    Education
    Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
    Experience
    Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.
    Funds Managed
    addDwijendra 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
    addRohit 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 IV Regular Dividend Details

    Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Dividend is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 24 Mar 2017. S Krishnakumar, Dwijendra Srivastava is the Current Fund Manager of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹33 Cr and the Latest NAV as of 15 Jul 2020 is ₹6.65.

    The Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500.

    Investment Objective

    To provide long term capital appreciation to investors by primarily investing in equity and equity related securities listed on recognized overseas stock exchanges across the world. However, there can be no assurance that the investment objective of the Scheme will be realized.

    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
    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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