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Business News/Market/Market Stats/    Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth

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

+
  • Equity
  • ELSS (Tax Savings)
  • Rating N.A.
  • Plan
25.80 +0.21 (0.80%) NAV as on 23 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)38.93
  • CAGR 47.07%
  • Exit Load0.00%
  • Expense ratio1.42%
  • CategoryEquity
  • Min Investment5000
  • Min SIP0
  • Launch Date2017-03-24

Morning Star Rating N.A.

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 24 April 2024

  • Name
  • Value (Cr)
  • Holding %
  • Treps
  • 2.03
  • 5.21%
  • KSB
  • 1.93
  • 4.94%
View More

Risk & Volitility

  • Alpha -1.58%
  • Beta 1.23
  • Sharpe Ratio1.44
  • Std Deviation 16.89%
  • Tracking Error 15.44%

About Fund

The investment objective of the scheme is 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. For the purpose investment by the scheme ‘micro cap’ stock is defined as one whose market cap is equal to or lower than the 301stStock by market cap (after sorting the securities in the descending order of market capitalization) on the National Stock exchange of India limited, mumbai, at the time of investment. however, there is no guarantee or assurance that the investment objective of the scheme will be achieved

 

The Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth has an AUM of 38.93 crores & has delivered CAGR of 23.25% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.42%. The minimum investment in Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth is Rs 5000 and the minimum SIP is Rs 0.

 

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

 

The top holdings of the fund include Treps, Safari Industries India, KSB & Equitas Small Finance Bank.

 

The major sectors where the fund is invested are Investment Services, Constr. - Supplies & Fixtures, Regional Banks & Construction Services.

 

Some of the similar funds are Sundaram Long Term Tax Advantage Fund Series III Regular Growth, Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth, SBI Long Term Advantage Fund Series II Regular Growth, ICICI Prudential Long Term Wealth Enhancement Fund Growth, Groww ELSS Tax Saver Growth. Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth has a sharpe ratio of 1.44 & a standard deviation of 16.89%.

FAQs about Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth

According to the morning star rating Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth has a Medium risk & Exceptional return.
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth is managed by Sudhir Kedia,Rohit Seksaria.
The expense ratio of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth is 1.42%.
The 5 year annualized return on Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth is 23.25% & it has generated 47.07% in the last 1 year.
The minimum investment in Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth is 5000 Rs.
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth has an AUM of 38.93 crores.
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