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Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth

Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth

Equity
ELSS
Very High Risk
3Y Lock In
30.54%
3Y annualised
+0.47% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 08 Aug 2022₹16.06
Min. SIP amountNot Supported
RatingNA
Fund size₹31.18Cr

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns8.7%30.5%10.1%9.7%
Category average75.7%16.1%16.6%NA
Rank with in category1448NA
Understand terms

Holdings (58)

NameSectorInstrumentAssets
Navin Fluorine International Ltd.ChemicalsEquity3.3%
CG Power & Industrial Solutions Ltd.Capital GoodsEquity3.2%
Century Plyboards (India) Ltd.Consumer StaplesEquity3.2%
INOX Leisure Ltd.ServicesEquity3.2%
Kei Industries Ltd.Capital GoodsEquity3.1%
Angel One Ltd.FinancialEquity2.9%
KSB Ltd.Capital GoodsEquity2.8%
Healthcare Global Enterprises Ltd.HealthcareEquity2.7%
Greenpanel Industries Ltd.Consumer StaplesEquity2.7%
Equitas Holdings Ltd.FinancialEquity2.5%
See All

Expense ratio, exit load and tax

Expense ratio: 1.41%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Dwijendra Srivastava
Mar 2017 - Present
View details

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.
Also manages these schemes

Sudhir Kedia
Jan 2022 - Present
View details

Education
Mr. Kedia is CA, CMA and MBA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
Also manages these schemes

Rohit Seksaria
Apr 2019 - Present
View details

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.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
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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FAQs

How to Invest in Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth?

You can easily invest in Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth provide?

The Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth has been there from 05 Jul 2017 and the average annual returns provided by this fund is 8.71% since its inception.

How much expense ratio is charged by Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth?

The term Expense Ratio used for Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth is 1.41% as of 10 Aug 2022...

What is the AUM of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth?

The AUM, short for Assets Under Management of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth is ₹31.18Cr as of 10 Aug 2022.

How to Redeem Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth?

If you want to sell your Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth?

You can select either SIP or Lumpsum investment of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth based on your investment objective and risk tolerance.

What is the NAV of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth?

The NAV of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth is ₹16.06 as of 08 Aug 2022.

What is the PE and PB ratio of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth?

The PE ratio ratio of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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