Sundaram L/T Micro cap Tax Advantage Sries III Direct of Income Distribution cum Capital Withdrawal

What If You Invested in Sundaram L/T Micro cap Tax Advantage Sries III Direct of Income Distribution cum Capital Withdrawal

1-time
Monthly SIP

₹1L

10L

This Fund's Returns

Profit (Absolute Return)

Fund Name

Expenses

CAGR Returns

Sundaram L/T Micro cap Tax Advantage Sries III Direct of Income Distribution cum Capital Withdrawal

Q: What are the average returns of Sundaram L/T Micro cap Tax Advantage Sries III Direct of Income Distribution cum Capital Withdrawal Fund ?

The return since inception of Sundaram L/T Micro cap Tax Advantage Sries III Direct of Income Distribution cum Capital Withdrawal is 12.97%. The average returns of Sundaram L/T Micro cap Tax Advantage Sries III Direct of Income Distribution cum Capital Withdrawal are Years Returns 1 yr 77.59% 3 yrs 22.05% 5 yrs 13%

Q: What is the current NAV of Sundaram L/T Micro cap Tax Advantage Sries III Direct of Income Distribution cum Capital Withdrawal Fund?

The NAV for the fund as on 07-Dec-2021 is 17.2159

Q: How do I invest in Sundaram L/T Micro cap Tax Advantage Sries III Direct of Income Distribution cum Capital Withdrawal Fund?

- Download the INDmoney app - Create your profile - Select any best equity fund from our catalogue - Choose between Starting a SIP or One time lump sum - Complete the payment process

Q: What is the expense ratio of Sundaram L/T Micro cap Tax Advantage Sries III Direct of Income Distribution cum Capital Withdrawal fund?

The expense ratio of this fund is 1.26 %

Q: What is the worth of total assets under management (AUM) of Sundaram L/T Micro cap Tax Advantage Sries III Direct of Income Distribution cum Capital Withdrawal fund ?

The AUM for the fund as on 07-Dec-2021 is 81 Cr

Q: What are the top holdings of Sundaram L/T Micro cap Tax Advantage Sries III Direct of Income Distribution cum Capital Withdrawal Fund?

The top holdings include Treps 4.07% KEI Industries Ltd 3.42% Century Plyboards (India) Ltd 3.18% MM Forgings Ltd 3.11% Grindwell Norton Ltd 2.98%

Equity

Direct

Very High Risk

Elss (Tax Savings)

NAV: ₹ 17.2 as on 07-12-2021

About the Fund

Sundaram L/T Micro cap Tax Advantage Sries III Direct of Income Distribution cum Capital Withdrawal is an equity fund. This fund was started on 18 November, 2016. The fund is managed by Ratish Varier, Rohit Seksaria. The fund could potentially beat inflation in the long-run.

Key parameters

1) Sundaram L/T Micro cap Tax Advantage Sries III Direct of Income Distribution cum Capital Withdrawal has a NAV of 17.2159 as on 07-Dec-2021.

2) Sundaram L/T Micro cap Tax Advantage Sries III Direct of Income Distribution cum Capital Withdrawal has 81 Cr worth of assets under management (AUM) as on 07-Dec-2021 and is less than category average.

3) The fund has an expense ratio 1.26 %.

Fund Overview

Expense ratio	1.26%
	Benchmark	IISL NIFTY Smallcap 100 PR INR
AUM	₹81 Cr
Inception Date	18 November, 2016
Min Lumpsum/SIP	₹5000/₹0
Exit Load	0%
Lock In	3 Years
	TurnOver	46.54%

Fund Distribution

Equity 94.8%
Debt & Cash 5.2%

Size breakup

Small cap

44.89%

Mid cap

39.74%

Micro cap

15.38%

Sector Allocation

Top Holdings

All
Equity
Debt & Cash

Total Holdings20

Equity Holdings20

Debt Holdings3

Treps	4.1%
KEI Industries Ltd	3.4%
Century Plyboards (India) Ltd	3.2%
MM Forgings Ltd	3.1%
Grindwell Norton Ltd	3%
Angel One Ltd Ordinary Shares	3%
Equitas Holding Ltd	3%
Greenpanel Industries Ltd Ordinary Shares	2.7%

See all

Fund Highlights

About the fund

This fund has delivered an average annual returns of 13% since inception which is less than its category average return of 14.9%

Fund Allocations

This fund has an allocation of 94.8% in Equity, 0% in Debt and 5.2% in Cash related instruments

AUM size ₹81 Cr

This fund has AUM of ₹81 Cr which is less than its category average of ₹ 2710 Cr

Expense Ratio 1.26%

This fund has an expense ratio of 1.26% which is less than its category average expense ratio of 1.6%

AMC details

Fund House

Sundaram Asset Management Company Ltd

rahulm@sundarammutual.com

Phone

+914428583362/3367

Address

Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,

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Frequently Asked Questions

What are the average returns of Sundaram L/T Micro cap Tax Advantage Sries III Direct of Income Distribution cum Capital Withdrawal Fund ?

What is the current NAV of Sundaram L/T Micro cap Tax Advantage Sries III Direct of Income Distribution cum Capital Withdrawal Fund?

How do I invest in Sundaram L/T Micro cap Tax Advantage Sries III Direct of Income Distribution cum Capital Withdrawal Fund?

What is the expense ratio of Sundaram L/T Micro cap Tax Advantage Sries III Direct of Income Distribution cum Capital Withdrawal fund?

What is the worth of total assets under management (AUM) of Sundaram L/T Micro cap Tax Advantage Sries III Direct of Income Distribution cum Capital Withdrawal fund ?

What are the top holdings of Sundaram L/T Micro cap Tax Advantage Sries III Direct of Income Distribution cum Capital Withdrawal Fund?

What are the top sectors Sundaram L/T Micro cap Tax Advantage Sries III Direct of Income Distribution cum Capital Withdrawal Fund has invested in?

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Industrial	29.5%
Cyclical	22.5%
Financial Services	14.6%
Basic Materials	9.8%
Health	7.1%
Tech	5.1%
Defensive	5%
Communication	3.4%
Real Estate	2.4%
Utilities	0.7%

Sundaram L/T Micro cap Tax Advantage Sries III Direct of Income Distribution cum Capital Withdrawal

NAV: ₹ 17.2 as on 07-12-2021

Fund Overview

Fund Distribution

Top Holdings

Fund Highlights

Fund Manager

About the fund

Fund Allocations

AUM size ₹81 Cr

Expense Ratio 1.26%

AMC details

Similar Funds

What are the average returns of Sundaram L/T Micro cap Tax Advantage Sries III Direct of Income Distribution cum Capital Withdrawal Fund ?

What is the current NAV of Sundaram L/T Micro cap Tax Advantage Sries III Direct of Income Distribution cum Capital Withdrawal Fund?

How do I invest in Sundaram L/T Micro cap Tax Advantage Sries III Direct of Income Distribution cum Capital Withdrawal Fund?

What is the expense ratio of Sundaram L/T Micro cap Tax Advantage Sries III Direct of Income Distribution cum Capital Withdrawal fund?

What is the worth of total assets under management (AUM) of Sundaram L/T Micro cap Tax Advantage Sries III Direct of Income Distribution cum Capital Withdrawal fund ?

What are the top holdings of Sundaram L/T Micro cap Tax Advantage Sries III Direct of Income Distribution cum Capital Withdrawal Fund?

What are the top sectors Sundaram L/T Micro cap Tax Advantage Sries III Direct of Income Distribution cum Capital Withdrawal Fund has invested in?