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Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular IDCW-0.73%

104.14%
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 IV Regular IDCW

RiskVery High
Min SIP AmountNot Supported
Expense Ratio1.39%
NAV₹12.81 (14 Jun 2021)
Fund Started24 Mar 2017
Fund Size39 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 amount500
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

NameSectorInstrument% Assets
Navin Fluorine International Ltd.ChemicalsEquity4.0%
Grindwell Norton Ltd.MetalsEquity3.6%
India Cements Ltd.ConstructionEquity3.4%
JK Cement LtdConstructionEquity2.7%
Happiest Minds Technologies Ltd.TechnologyEquity2.6%
Kei Industries Ltd.EngineeringEquity2.4%
Century Plyboards (India) Ltd.FMCGEquity2.4%
Kennametal India Ltd.EngineeringEquity2.3%
Timken India Ltd.EngineeringEquity2.3%
Equitas Holdings Ltd.FinancialEquity2.2%
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 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
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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