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

Fund Family: Sundaram Mutual Fund | Fund Class: Equity - ELSS | Launch Date: 05 Jul,2017

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8.32
Change Change %
-0.0207 -0.2483%

Updated: 24 Jun,2019 | 12:00 AM

Previous NAV 8.34
Quarterly Average AUM(in ₹ Cr.)
(As on 31 Mar 2019)
22.01
Expense Ratio 1.40

1 Month Range

8.30 8.93

52 Wk Range

7.71 10.12
Period:

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

Color code for Price performance of Sundaram LT Micro Cap Tax Adv Fund-Sr V-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 8.42 -12.29%
3 Months 20 Mar,2019 8.95 -27.03%
6 Months 21 Dec,2018 8.71 -8.68%

More from Performance »

Period Date NAV Return %
1 Month 01 Jan,2019 8.74 -6.10%
3 Months 01 Nov,2018 8.47 -3.18%
6 Months 01 Aug,2018 9.90 -17.13%

More from Performance »

Portfolio Allocation -

Top Holdings -

Company Market Value (₹ Cr.) Holding (%)
CBLO 1.97 4.06
Praj Industries Ltd 1.86 3.84
Navin Fluorine International Ltd 1.84 3.79
Ashoka Buildcon Ltd 1.62 3.35
Kalpataru Power Transmission Ltd 1.43 2.95

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Investment Information

Investment 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. the investment will be eligible for Income tax benefit. For the purpose of 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.
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 V - 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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