| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.39% |
| NAV | ₹6.65 (15 Jul 2020) |
|---|---|
| Fund Started | 24 Mar 2017 |
| Fund Size | ₹33 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Navin Fluorine International Ltd. | Chemicals | Equity | 8.5% |
| Heidelberg Cement India Ltd. | Construction | Equity | 4.8% |
| Grindwell Norton Ltd. | Metals | Equity | 4.5% |
| Johnson Controls - Hitachi Air Conditioning India Ltd. | Cons Durable | Equity | 4.1% |
| India Cements Ltd. | Construction | Equity | 3.8% |
| Thyrocare Technologies Ltd. | Healthcare | Equity | 3.0% |
| Astra Microwave Products Ltd. | Communication | Equity | 3.0% |
| INEOS Styrolution India Ltd | Chemicals | Equity | 2.8% |
| Timken India Ltd. | Engineering | Equity | 2.6% |
| INOX Leisure Ltd. | Services | Equity | 2.6% |
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.
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.
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.