| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.39% |
| NAV | ₹7.41 (28 Sep 2020) |
|---|---|
| Fund Started | 24 Mar 2017 |
| Fund Size | ₹36 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Navin Fluorine International Ltd. | Chemicals | Equity | 6.3% |
| Heidelberg Cement India Ltd. | Construction | Equity | 4.2% |
| Astra Microwave Products Ltd. | Communication | Equity | 4.1% |
| Thyrocare Technologies Ltd. | Healthcare | Equity | 3.6% |
| Grindwell Norton Ltd. | Metals | Equity | 3.2% |
| Timken India Ltd. | Engineering | Equity | 2.9% |
| India Cements Ltd. | Construction | Equity | 2.8% |
| Johnson Controls - Hitachi Air Conditioning India Ltd. | Cons Durable | Equity | 2.6% |
| Kei Industries Ltd. | Engineering | Equity | 2.6% |
| INOX Leisure Ltd. | Services | Equity | 2.5% |
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 ₹36 Cr and the Latest NAV as of 28 Sep 2020 is ₹7.41.
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.
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.
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.