Sundaram Long Term Tax Advantage Fund Series IV Regular Growth

• Alpha 1.92%
• Beta 1.14
• Sharpe Ratio0.67
• Std Deviation 16.41%
• Tracking Error 13.64%

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 IV Regular Growth has an AUM of 19.67 crores & has delivered CAGR of 35.89% 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 Tax Advantage Fund Series IV 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 Multi Commodity Exchange Of Ind, Treps, Safari Industries India & Aster Dm Healthcare.

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

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 IV Regular Growth, Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth, Sundaram Long Term Tax Advantage Fund Series II Regular Growth. Sundaram Long Term Tax Advantage Fund Series IV Regular Growth has a sharpe ratio of 0.67 & a standard deviation of 16.41%.