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Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Dividend-1.05%

13.07%
1 Year Return
Equity
Tax Planning
6M
1Y
3Y
All

Fund Details

Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Dividend

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.07%
NAV₹9.44 (22 Jan 2021)
Fund Started05 Jul 2017
Fund Size41 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
13.1%
-7.4%
-
-19.5%
Category Average
19.3%
2.5%
16.5%
-
Rank Within Category
18
11
-
-
*All returns are annualized.
SIP
Minimum SIP amount0
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
0
with 13.1% returns per annum

Comparison

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

Top Holdings

NameSectorInstrument% Assets
Navin Fluorine International Ltd.ChemicalsEquity3.9%
Grindwell Norton Ltd.MetalsEquity3.6%
Kei Industries Ltd.EngineeringEquity2.8%
Burger King India Ltd.FMCGEquity2.7%
Johnson Controls - Hitachi Air Conditioning India Ltd.Cons DurableEquity2.7%
Vesuvius India Ltd.ConstructionEquity2.5%
Kalpataru Power Transmission Ltd.ConstructionEquity2.2%
India Cements Ltd.ConstructionEquity2.1%
Brigade Enterprises Ltd.ConstructionEquity2.1%
Heidelberg Cement India Ltd.ConstructionEquity2.1%
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 V Direct Dividend Details

Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Dividend is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 05 Jul 2017. S Krishnakumar, Dwijendra Srivastava is the Current Fund Manager of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹41 Cr and the Latest NAV as of 22 Jan 2021 is ₹9.44.

The Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Dividend is rated Moderately High risk.

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.

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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