Sundaram Long Term Tax Advantage Fund Series III Regular Growth

• Alpha -0.40%
• Beta 1.21
• Sharpe Ratio0.93
• Std Deviation 15.65%
• Tracking Error 14.41%

"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 Tax Advantage Fund Series III Regular Growth has an AUM of 34.34 crores & has delivered CAGR of 30.85% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.43%. The minimum investment in Sundaram Long Term Tax Advantage Fund Series III 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 Aster DM Healthcare, Treps, Affle 3i & TVS Holdings.

The major sectors where the fund is invested are Software & Programming, Regional Banks, Biotechnology & Drugs & Constr. - Supplies & Fixtures.

Sundaram Long Term Tax Advantage Fund Series III Regular Growth has a sharpe ratio of 0.93 & a standard deviation of 15.65%.