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

• Alpha -1.22%
• Beta 1.25
• Sharpe Ratio1.83
• Std Deviation 18.33%
• Tracking Error 15.48%

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 V Regular Growth has an AUM of 32.51 crores & has delivered CAGR of 21.74% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.41%. The minimum investment in Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth is Rs 500 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 Safari Industries India, Equitas Small Finance Bank, KSB & KEI Industries.

The major sectors where the fund is invested are Misc. Capital Goods, Constr. - Supplies & Fixtures, Investment Services & Construction Services.

Some of the similar funds are Sundaram Long Term Tax Advantage Fund Series III Regular Growth, Sundaram Long Term Tax Advantage Fund Series IV Regular Growth, Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth, SBI Tax Advantage Fund Series III Regular Growth, SBI Long Term Advantage Fund Series II Regular Growth. Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth has a sharpe ratio of 1.83 & a standard deviation of 18.33%.