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

Fund Family: Sundaram Mutual Fund | Fund Class: Equity - ELSS | Launch Date: 24 Mar,2017

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8.54
Change Change %
-0.0196 -0.2291%

Updated: 24 Jun,2019 | 12:00 AM

Previous NAV 8.56
Quarterly Average AUM(in ₹ Cr.)
(As on 31 Mar 2019)
21.73
Expense Ratio 1.43

1 Month Range

8.51 9.16

52 Wk Range

7.87 10.49
Period:

Compare NAV performance of Sundaram LT Micro Cap Tax Adv Fund-Sr IV-Reg(G) vs. Peers

Color code for Price performance of Sundaram LT Micro Cap Tax Adv Fund-Sr IV-Reg(G)'s Peers

  • 7% and above
  • 3% to 7%
  • 1% to 3%
  • -1% to 1%
  • -3% to -1%
  • -7% to -3%
  • -7% and below

Scheme Performance -

Period Date NAV Return %
1 Month 21 May,2019 8.61 -6.94%
3 Months 20 Mar,2019 9.15 -25.51%
6 Months 21 Dec,2018 8.89 -7.44%

More from Performance »

Period Date NAV Return %
1 Month 01 Jan,2019 8.91 -6.41%
3 Months 01 Nov,2018 8.61 -3.16%
6 Months 01 Aug,2018 10.13 -17.67%

More from Performance »

Portfolio Allocation -

Top Holdings -

Company Market Value (₹ Cr.) Holding (%)
Navin Fluorine International Ltd 2.04 4.20
Grindwell Norton Ltd 1.86 3.83
Praj Industries Ltd 1.85 3.82
Ashoka Buildcon Ltd 1.68 3.47
Kalpataru Power Transmission Ltd 1.50 3.09

More from Portfolio »

Investment Information

Investment Objective The investment objective of the scheme is to to generate consistent long-term returns by investing predominantly in equity/equity related instruments of companies that can be termed as micro-caps (as indicated in highlights & Scheme Summary and Part II of this Document)
Scheme Type Close ended scheme
Scheme Class Equity - ELSS
Investment Plan Growth
Minimum Investment (in ₹) 500.00
Lock In Period 3
Dividend 0
Bonus N/A
Fund Manager S. Krishnakumar
SIP No
STP No
SWP No
Name Load
Entry -
Exit -
Fund Manager S. Krishnakumar
Registrar Computer Age Management Services Private Limited

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

Fund House Details

AMC Name

Sundaram Mutual Fund

Registered Office

Address: Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

Tel: +91 (22) 28583362/3367

Fax: +91 (22) 22858 3156

Email: customerservices@sundarammutual.com

Website: www.sundarammutual.com

Registrars Details

Computer Age Management Services Private Limited

178 / 10, Kodambakkam High Road,  Opp. Palmgroove Hotel, M.G.R. Salai, Nungambakkam, Chennai - 600 034

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