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Business News/Market/Market Stats/    Sundaram L/T Micro cap Tax Advantage Fund Sries III Regular Growth

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

+
  • Equity
  • ELSS (Tax Savings)
  • Rating N.A.
  • Plan
30.36 -0.02 (-0.07%) NAV as on 29 May, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)82.11
  • CAGR 39.47%
  • Exit Load0.00%
  • Expense ratio1.42%
  • CategoryEquity
  • Min Investment500
  • Min SIP0
  • Launch Date2016-11-18

Morning Star Rating N.A.

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 30 May 2024

  • Name
  • Value (Cr)
  • Holding %
  • Treps
  • 6.22
  • 7.57%
  • KSB
  • 4.16
  • 5.06%
View More

Risk & Volitility

  • Alpha 2.60%
  • Beta 0.88
  • Sharpe Ratio1.46
  • Std Deviation 17.10%
  • Tracking Error 9.34%

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 L/T Micro cap Tax Advantage Fund Sries III Regular Growth has an AUM of 82.11 crores & has delivered CAGR of 23.00% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.42%. 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 Treps, Safari Industries India, KSB & Multi Commodity Exchange Of India.

 

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

 

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, JM Tax Gain Fund - Growth, Taurus ELSS Tax Saver Fund-Growth Option, Samco ELSS Tax Saver Fund Regular Growth. Sundaram L/T Micro cap Tax Advantage Fund Sries III Regular Growth has a sharpe ratio of 1.46 & a standard deviation of 17.10%.

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

According to the morning star rating Sundaram L/T Micro cap Tax Advantage Fund Sries III Regular Growth has a Medium risk & Exceptional return.
Sundaram L/T Micro cap Tax Advantage Fund Sries III Regular Growth is managed by Sudhir Kedia,Rohit Seksaria.
The expense ratio of Sundaram L/T Micro cap Tax Advantage Fund Sries III Regular Growth is 1.42%.
The 5 year annualized return on Sundaram L/T Micro cap Tax Advantage Fund Sries III Regular Growth is 23.00% & it has generated 39.47% in the last 1 year.
The minimum investment in Sundaram L/T Micro cap Tax Advantage Fund Sries III Regular Growth is 500 Rs.
Sundaram L/T Micro cap Tax Advantage Fund Sries III Regular Growth has an AUM of 82.11 crores.
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