Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Growth | Mutual Fund Performance | Mint
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Business News/Market/Market Stats/    Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Growth

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

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  • Equity
  • Small-Cap
  • Rating N.A.
  • Plan
23.19 -0.46 (-1.96%) NAV as on 28 Feb, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)41.50
  • CAGR 54.98%
  • Exit Load0.00%
  • Expense ratio1.40%
  • CategoryEquity
  • Min Investment500
  • Min SIP0
  • Launch Date2017-09-28

Morning Star Rating N.A.

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 29 February 2024

  • Name
  • Value (Cr)
  • Holding %
  • KSB
  • 2.18
  • 5.24%
  • Treps
  • 1.91
  • 4.58%
View More

Risk & Volitility

  • Alpha -3.67%
  • Beta 1.08
  • Sharpe Ratio1.81
  • Std Deviation 17.26%
  • Tracking Error 7.18%

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 VI Regular Growth has an AUM of 41.50 crores & has delivered CAGR of 25.84% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.40%. The minimum investment in Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Growth is Rs 500 and the minimum SIP is Rs 0.

 

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

 

The top holdings of the fund include KSB, Safari Industries India, Angel One & Treps.

 

The major sectors where the fund is invested are Investment Services, Misc. Capital Goods, Construction Services & Regional Banks.

 

Some of the similar funds are Bank of India Small Cap Fund Regular Growth, Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Growth, LIC MF Small Cap Fund Regular Growth, Baroda BNP Paribas Small Cap Fund Regular Growth, Quantum Small Cap Fund Regular Growth. Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Growth has a sharpe ratio of 1.81 & a standard deviation of 17.26%.

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

According to the morning star rating Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Growth has a Moderate risk & Exceptional return.
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Growth is managed by Sudhir Kedia,Rohit Seksaria.
The expense ratio of Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Growth is 1.40%.
The 5 year annualized return on Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Growth is 25.84% & it has generated 54.98% in the last 1 year.
The minimum investment in Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Growth is 500 Rs.
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Growth has an AUM of 41.50 crores.
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