Assets Under Advice | Fees for 3years | |
35 lacs to 99 lacs | 3% + GST | |
1 Cr to 2.99 Cr | 2.5% + GST | |
3 Cr to 9.99 Cr | 2% + GST | |
10 Cr + | Customised Fees | |
GST @ 18% | ||
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Please contact us for details | ||
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Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - Regular Plan - Growth 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 - Regular Plan - Growth is ₹25.05.
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 - Regular Plan - Growth fund’s expense ratio is 1.44%
The process for redemption is
The AUM of Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - Regular Plan - Growth 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 - Regular Plan - Growth 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 - Regular Plan - Growth Fund is Equity - ELSS.
Rohit Seksaria and Sudhir Kedia manage the Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - Regular Plan - Growth Fund.
Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - Regular Plan - Growth 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 - Regular Plan - Growth 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 - Regular Plan - Growth is N/A and minimum lumpsum is ₹500.00
The exit load for Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - Regular Plan - Growth is N/A