Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct of Income Distr cum Capital Wtdrwl is an equity fund. This fund was started on 5 July, 2017. The fund is managed by Sudhir Kedia, Rohit Seksaria. The fund could potentially beat inflation in the long-run.
Expense ratio | 1.24% |
Benchmark | IISL Nifty Free Float Smallcap 100 INR |
AUM | ₹31 Cr |
Inception Date | 5 July, 2017 |
Min Lumpsum/SIP | --/-- |
Exit Load | 0% |
Lock In | 3 Years |
TurnOver | 11.19% |
Size breakup
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct of Income Distr cum Capital Wtdrwl | Absolute Returns | CAGR Returns |
1 Month Returns | 7.17% | 7.17% |
6 Month Returns | 16.18% | 16.18% |
1 Year Returns | 47.34% | 47.34% |
3 Years Returns | 140.03% | 33.89% |
5 Years Returns | 184.8% | 23.28% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct of Income Distr cum Capital Wtdrwl | 14.72 | 12.5 | 3.15 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct of Income Distr cum Capital Wtdrwl | 0.6 | 0.87 | 1.14 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct of Income Distr cum Capital Wtdrwl | 2.39 | 1.38 | 0.69 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct of Income Distr cum Capital Wtdrwl | 12.89 | 17.1 | 25.24 |