Sundaram L/T Micro cap Tax Advantage Fund Sries III Regular Growth

• Alpha 2.60%
• Beta 0.88
• Sharpe Ratio0.89
• Std Deviation 16.13%
• Tracking Error 9.34%

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 L/T Micro cap Tax Advantage Fund Sries III Regular Growth has an AUM of 77.12 crores & has delivered CAGR of 30.32% 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 L/T Micro cap Tax Advantage Fund Sries 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, Safari Industries (India), Affle 3i & Treps.

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

Some of the similar funds are Sundaram L/T Micro cap Tax Advantage Fund Sries III Regular Growth, SBI Long Term Advantage Fund Series III Regular Plan Growth, Bank of India Midcap Tax Fund Series 1 Regular Growth, Taurus ELSS Tax Saver Fund-Growth Option, 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular Growth. Sundaram L/T Micro cap Tax Advantage Fund Sries III Regular Growth has a sharpe ratio of 0.89 & a standard deviation of 16.13%.