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Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - Growth - Direct Plan

NAV 25.95(0.81%)
Apr 17, 2025
Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - Growth - Direct Plan
PortfolioCompare
AUM
₹32 Cr
Expense (%)
1.33
Turnover (%)
34.00
Category
Equity - ELSS
Benchmark
Nifty Smallcap 100
Asset Quality
Small, Orange
Differs from benchmark (%)
98.27

Decision Maker

1. Right Fund

Performance
Quality

2. Right Time

Benchmark
Debt Fund
8%
Likely Future 5 Year CAGR.

3. Right Allocation

Will this Fund help diversify your portfolio?

Fund Review

3Yr Rolling Returns(%)

Benchmark# : NIFTY 500
Rolling: 1Y 3Y 5Y 9Y

CAGR ⓘ

9 Year5 Year3 Year1 Year
Benchmark# BM# Returns(%)
-24.9912.735.35
Fund Returns(%)
-35.6915.021.66
Implied  Investor Returns(%) IR
-50.6416.99-4.02
                                                                                                                                                            Benchmark# is NIFTY 500

Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Review : 19 Apr 2025

Sundaram Long Term Micro Cap Tax Advantage Fund Series IV is a Equity - ELSS with an 32(Cr) AUM. It is Close Ended scheme launched on 24 Mar 2017. Currently, Rohit Seksaria and Sudhir Kedia as the fund managers managing the fund. Benchmark of the scheme is Nifty Smallcap 100.

1. How has the Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Performed in the past? 19

  • On a 3-year rolling returns basis It has not outperformed the Benchmark consistently..
  • The fund has delivered a 3, 5 and 9 year average rolling returns of 20.39%, 18.36%, and 0.00% with a standard deviation of 19.00%, 8.43%, and 0.00% respectively.
  • It has demonstrated CAGR of 15.02%, 35.69%, and 0% over 3, 5 and 9 years.
  • The Average 3, 5 and 9 year rolling Alpha is 5.32%, 3.92%, and 0%.
  • For last 5 years, Investors have earned close to or more returns than the Fund. This may indicate that they were aligned to the investing process followed by the fund.

2. How is the Quality of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV? Q

Fund's Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.

  • Portfolio Composition

    The fund is 95% in equity and hold 34 number of stocks. The Top 3 stocks are Aster DM Healthcare, Safari Industries(I) and Multi Commodity Exch and account for 17% of its portfolio. Top 5 and 10 stocks of fund account for 27% and 46% of fund’s portfolio respectively. Top three sectors of funds are BFSI, Capital Goods and Construction & Infrastructure accounting for 50% of the total portfolio.

    • 3. Should you SIP in Sundaram Long Term Micro Cap Tax Advantage Fund Series IV? 19 Q

    • You should look for a fund with better more consistent performance track record.
    • Fund's returns are more likely to be different than its benchmark NIFTY 500 returns, as Fund’s portfolio is significantly different.
    • You need to look at the other funds in your portfolio and ensure this fund helps diversify your portfolio meaningfully.
    • Before investing a large lumpsum amount in a fund you need to assess its Upside Potential. You can contact us for advice.

    4. What are the Risks in the Sundaram Long Term Micro Cap Tax Advantage Fund Series IV?

    • Sundaram Long Term Micro Cap Tax Advantage Fund Series IV is likely to perform reasonably well in both a rising and falling markets.
    • The Fund has fallen harder, but not recovered faster than its Benchmark.

    Underlying Asset Quality & Valuation

    Underlying Asset Quality Valuation(%) ⓘ
    Underlying Asset Valuation (%) ⓘ

    Peer Comparison on returns

    Upside and Downside Capture Ratio ⓘ

    1 Year3 Year5 Year9 Year
    Upside %
    		10492116-
    Downside %
    		33374336

    Statistical Measure*

    Mean Std Dev Sharpe Sortino Beta Alpha
    Fund
    		0.03%0.940.020.030.87-7.97%
    Benchmark#
    		0.01%1.19-0.01-0.010.87-
    *Based on daily returns for past 1 year.

    Mean and Standard Deviation

    Average Rolling Return Standard Deviation
    1 Year 3 Year5 Year9 Year1 Year3 Year5 Year9 Year
    Fund
    		21.6520.3918.360.0040.9619.008.430.00
    Benchmark#
    		17.0415.0714.440.0021.286.953.610.00
    Drawdown and Recovery Period ⓘ

    No Data Found

    Top 10 Holdings

    Company (Q)Sector% Assets
    Multi Commodity Exchange of India Ltd
    		BFSI6.2
    Safari Industries (India) Ltd
    		FMCG6.05
    Aster DM Healthcare Ltd
    		Healthcare5.11
    TREPS
    		Miscellaneous4.76
    Navin Fluorine International Ltd
    		Chemicals4.62
    Angel One Ltd
    		BFSI4.54
    Affle (India) Ltd
    		IT4.53
    Sapphire Foods India Ltd
    		FMCG4.46
    JK Cement Ltd
    		Construction & Infrastructure3.81
    KSB LTD
    		Capital Goods3.6

    Fund Overview Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - Regular Plan - Growth

    Launch Date
    		24 Mar 2017
    Benchmark
    		Nifty Smallcap 100
    Performance comparison Benchmark#
    		NIFTY 500
    Riskometer
    		Very High
    Turnover
    		34.00%
    Type
    		Close ended scheme
    Return Since Launch
    		14.10%
    Min. Investment
    		500.00
    Min. Additional investment Min. Add. inv.
    		-
    Min. SIP
    		-
    Min. Cheques
    		-
    Min. Withdrawal
    		500.00
    Exit Load
    		-
    Remark
    		-
    PortfolioCompare

    FAQ : Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - Growth - Direct Plan

    Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

    1 Year 3 Year 5 Year 9 Year
    CAGR(%) 1.66 15.02 35.69 N/A
    Average Rolling Returns(%) 21.39 20.17 18.12 N/A

    The Current NAV of Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - Growth - Direct Plan is ₹25.95.

    You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

    Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - Growth - Direct Plan fund’s expense ratio is 1.33%

    The process for redemption is

    • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
    • You will get information about the redemption and the NAV at which redeemed.
    • The amount will be deposited in the designated bank account.

    The AUM of Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - Growth - Direct Plan is currently ₹32 Crores.

    The Top three stocks are Multi Commodity Exch, Safari Industries(I) and Aster DM Healthcare and account for 17% of its portfolio. Top 5 and 10 stocks of fund account for 27% and 46% of fund’s portfolio respectively.

    Top three sectors of Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - Growth - Direct Plan fund are BFSI, Capital Goods and Construction & Infrastructure accounting for 50% of the total portfolio.

    Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.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 IV - Growth - Direct Plan Fund is Equity - ELSS.

    Rohit Seksaria and Sudhir Kedia manage the Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - Growth - Direct Plan Fund.

    Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - Growth - Direct Plan current PE ratio is 37.40 and PB ratio is 6.22

    The asset allocation of Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - Growth - Direct Plan is Stocks : 95.25%, Debt : 4.76% and Gold : 0%

    The minimum SIP amount for Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - 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 IV - Growth - Direct Plan is N/A

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    Name: Shrikant Jagtap
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    Mobile No: +91 97638 00745
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    Name: Mukta Vaze
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    Mobile No:+91 98609 19463
    Principal Officer:
    Name: Atharva Bhide
    Email : atharva.bhide@moneyworks4me.com
    Mobile No:+91 91758 99463
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