Sundaram Long Term Micro Cap Tax Adv Sr6 10 Yrs Growth Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Sundaram Long Term Micro Cap Tax Adv Sr6 10 Yrs Growth Direct Plan

NAV
₹27.7004
+0.48%
(2 Sep)
AUM
37 Cr
TER
1.18%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+1.4%
-1.4%
-1.9%
-2.9%
-5.1%
-9.5%
3Y
+26.5%
+27.6%
+30.1%
+18.6%
+20.2%
+25.1%
5Y
+32.0%
+26.8%
+32.9%
+32.2%
+29.1%
+36.8%
ALL
+24.9%
+22.8%
+33.8%
+13.7%
+15.6%
+17.8%
VOL
18.4%
20.6%
17.5%
18.3%
-
15.4%
TER
0.4%
0.5%
0.4%
1.2%
-
0.7%
AUM
₹7,580 Cr
₹2,680 Cr
₹14,062 Cr
₹37 Cr
-
₹29,463 Cr
INFO
1.36
1.11
1.93
0.75
-
1.16
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Long Term Micro Cap Tax Adv Sr6 10 Yrs (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jul
Top holdings
Aster DM Healthcare Ltd Ordinary Shares
5.8%
Affle 3i Ltd
5.6%
Treps
5.2%
KSB Ltd
5.1%
Safari Industries (India) Ltd
4.5%
Sapphire Foods India Ltd
4.5%
CSB Bank Ltd Ordinary Shares
4.2%
Angel One Ltd Ordinary Shares
4.1%
JK Cement Ltd
4.0%
Greenpanel Industries Ltd Ordinary Shares
3.6%
Top industry exposure
Financial Services
23.2%
Industrials
19.1%
Consumer Cyclical
15.4%
Basic Materials
11.9%
Healthcare
10.2%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
9%
Lock-in period
-
Exit load
No exit load
Fund objective
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 ‘micro cap’ 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"
Fund manager(s)
Rohit Seksaria

FAQs