Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular IDCW
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Fund Details
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular IDCW
| Risk | Very High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.39% |
| NAV | ₹12.81 (14 Jun 2021) |
|---|---|
| Fund Started | 24 Mar 2017 |
| Fund Size | ₹39 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
104.1%
5.7%
-
-21.4%
Category Average
65.2%
6.2%
15.3%
-
Rank Within Category
4
20
-
-
*All returns are annualized.
SIP
Minimum SIP amount₹500
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
₹0
with 104.1% 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
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Navin Fluorine International Ltd. | Chemicals | Equity | 4.0% |
| Grindwell Norton Ltd. | Metals | Equity | 3.6% |
| India Cements Ltd. | Construction | Equity | 3.4% |
| JK Cement Ltd | Construction | Equity | 2.7% |
| Happiest Minds Technologies Ltd. | Technology | Equity | 2.6% |
| Kei Industries Ltd. | Engineering | Equity | 2.4% |
| Century Plyboards (India) Ltd. | FMCG | Equity | 2.4% |
| Kennametal India Ltd. | Engineering | Equity | 2.3% |
| Timken India Ltd. | Engineering | Equity | 2.3% |
| Equitas Holdings Ltd. | Financial | Equity | 2.2% |
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 IV Regular IDCW Details
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular IDCW 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 IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹39 Cr and the Latest NAV as of 14 Jun 2021 is ₹12.81.
The Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular IDCW 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
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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