Sundaram Long Term Micro Cap Tax Advantage Fund - Series V - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 44.08 | 31.36 | 20.97 | N/A |
Average Rolling Returns(%) | 21.74 | 22.62 | 14.88 | N/A |
The Current NAV of Sundaram Long Term Micro Cap Tax Advantage Fund - Series V - Growth - Direct Plan is ₹25.44.
Funds returns are more likely to be different than its benchmark Nifty Smallcap 100 returns, as Funds portfolio is significantly different.
Sundaram Long Term Micro Cap Tax Advantage Fund - Series V - Growth - Direct Plan fund’s expense ratio is 1.24%
The process for redemption is
The AUM of Sundaram Long Term Micro Cap Tax Advantage Fund - Series V - Growth - Direct Plan is currently ₹31 Crores.
The Top three stocks are KSB, KEI Industries and Angel One and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 23% and 41% of fund’s portfolio respectively.
Top three sectors of Sundaram Long Term Micro Cap Tax Advantage Fund - Series V - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and Capital Goods accounting for 54% of the total portfolio.
Since this is a Equity - ELSS it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Sundaram Long Term Micro Cap Tax Advantage Fund - Series V - Growth - Direct Plan Fund is Equity - ELSS.
Rohit Seksaria and Sudhir Kedia manage the Sundaram Long Term Micro Cap Tax Advantage Fund - Series V - Growth - Direct Plan Fund.
Sundaram Long Term Micro Cap Tax Advantage Fund - Series V - Growth - Direct Plan current PE ratio is 39.02 and PB ratio is 5.84
The asset allocation of Sundaram Long Term Micro Cap Tax Advantage Fund - Series V - Growth - Direct Plan is Stocks : 96.20%, Debt : 3.78% and Gold : 0%
The minimum SIP amount for Sundaram Long Term Micro Cap Tax Advantage Fund - Series V - Growth - Direct Plan is N/A and minimum lumpsum is ₹500.00
The exit load for Sundaram Long Term Micro Cap Tax Advantage Fund - Series V - Growth - Direct Plan is N/A