Overview (as on 09 Apr 2021)
NAV
₹11.0573
1y returns
91.167%
Fund AUM
₹36 Cr
Expense Ratio
1.32%
Fund Performance
Calculator
Monthly SIP
Lumpsum
I would like to invest
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
Asset Allocation
Equity (98.86%)
Debt & Cash (1.14%)
Sector Allocation
Industrials
32.37%
Consumer
18.57%
Basic Materials
17.47%
Tech
9.66%
Financial Services
8.44%
Health
6.88%
Communication
2.54%
Defensive
2.25%
Real Estate
1.81%
Size Breakup
Small Cap
73.69%
Mid Cap
26.31%
Key Metrics
Beta
1.25
Std deviation
NA
Sharpe Ratio
NA
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Fund Details
Investment Objectives
"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 u2018micro capu2019 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"
Scheme Name
Sundaram Long Term Micro Cap Tax Advantage Fund Sries IV Direct Growth
Scheme Document
Exit Load
After 0 Years : 0%
Plan Started
24 March, 2017
Fund Manager
S Krishnakumar
Fund House Details
Fund House
Sundaram Asset Management Company Ltd
Email
NA
Phone
+914428583156
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,
Other Related Plans
| Fund Name | Plan Type | Expense Ratio | 1yr Returns |
|---|---|---|---|
| Direct | 1.32% | 91.17% | |
| Regular | 1.43% | 90.99% |
Peer Funds
Sundaram Long Term Micro Cap Tax Advantage Fund...
NAV
₹11.0573
INDmoney Analysis
Return Score
Below Average
Risk Score
Below Average
Fund is in Bottom 50 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Performance efficiency
Fund is in Bottom 50 percent in its Category
Risk score is based upon:
Return volatility
Risk management
Market sensitivity
Fund Managers
S Krishnakumar
leader
Qualifications
BE, PGDBA (Financial & Portfolio Management)
Work Experience
"19.5 years experience (Anush Shares & Securities-7, Lucas TVS, an auto electricals major-6)"
Rohit Seksaria
leader
Work Experience
"null"
Ratish Varier
manager
Work Experience
"null"
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