Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 45.21 | 33.75 | 21.61 | N/A |
Average Rolling Returns(%) | 23.76 | 24.89 | 16.06 | N/A |
The Current NAV of Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI - Growth - Direct Plan is ₹25.01.
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 VI - 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 VI - Growth - Direct Plan is currently ₹38 Crores.
The Top three stocks are KSB, Angel One and Safari Industries(I) and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 24% and 41% of fund’s portfolio respectively.
Top three sectors of Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and Capital Goods accounting for 56% 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 VI - Growth - Direct Plan Fund is Equity - ELSS.
Rohit Seksaria and Sudhir Kedia manage the Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI - Growth - Direct Plan Fund.
Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI - Growth - Direct Plan current PE ratio is 39.57 and PB ratio is 6.02
The asset allocation of Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI - Growth - Direct Plan is Stocks : 95.06%, Debt : 4.94% and Gold : 0%
The minimum SIP amount for Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI - 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 VI - Growth - Direct Plan is N/A