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

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

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  • 52 Week High Nav Date

Fund 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)

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Nifty Smallcap 100 10.85 11.58 0.23 0.24 2.84 12.13

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Long Term Equity Fund - Regular Plan - Growth Dec 29, 2009 19.81 16.89 10.22 1.63 21,472.82
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated 3.86 3.92 2.76 1.74 10,813.57
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 6.53 11.99 8.78 2.01 10,029.20
HDFC TaxSaver-Growth Plan Mar 31, 1996 Unrated 3.91 6.94 4.36 1.97 7,454.46
SBI MAGNUM TAXGAIN SCHEME 1993 - REGULAR PLAN- GROWTH Mar 31, 1993 6.66 8.40 5.31 1.97 7,370.28

Fund Holdings as on 31-December-2019

  • Navin Fluorine International Ltd

  • Grindwell Norton Ltd

  • TREPS

  • HeidelbergCement India Ltd

  • INOX Leisure Ltd

  • Kalpataru Power Transmission Ltd

  • Ashoka Buildcon Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • Astra Microwave Products Ltd

  • Brigade Enterprises Ltd

  • Timken India Ltd

  • Rajapalayam Mills Ltd

  • MM Forgings Ltd

  • Thyrocare Technologies Ltd

  • Ramco Industries Ltd

  • Mahindra Holidays & Resorts India Ltd

  • Kennametal India Ltd

  • KEI Industries Ltd

  • Himatsingka Seide Ltd

  • Asian Granito India Ltd

  • Praj Industries Ltd

  • NRB Bearing Ltd

  • Triveni Turbine Ltd

  • ISGEC Heavy Engineering Ltd

  • JK Cement Ltd

  • The India Cements Ltd

  • Taj GVK Hotels & Resorts Ltd

  • Ingersoll Rand (India) Ltd

  • PTC India Ltd

  • Ujjivan Small Finance Bank Ltd

  • DCB Bank Ltd

  • INEOS Styrolution India Ltd

  • IIFL Securities Ltd

  • GNA Axles Ltd

  • VA Tech Wabag Ltd

  • Prabhat Dairy Ltd

  • Rane Holdings Ltd

  • Lemon Tree Hotels Ltd

  • Muthoot Capital Services Ltd

  • Raymond Ltd

  • Vesuvius India Ltd

  • Navneet Education Ltd

  • KPIT Technologies Ltd

  • NCC Ltd

  • Healthcare Global Enterprises Ltd

  • Arvind Fashions Ltd

  • Ujjivan Financial Services Ltd

  • Hikal Ltd

  • Capacite Infraprojects Ltd

  • Indian Terrain Fashions Ltd

  • Equitas Holdings Ltd

  • Star Cement Ltd

  • Thomas Cook (India) Ltd

  • Force Motors Ltd

  • Premier Explosives Ltd

  • Dollar Industries Ltd

  • Khadim India Ltd

  • Magma Fincorp Ltd

  • Somany Home Innovation Ltd

  • CL Educate Ltd

  • Cash and Other Net Current Assets

  • R.P.P. Infra Projects Ltd

  • S Chand and Company Ltd

  • HSIL Ltd

  • Mcleod Russel India Ltd

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  • Cement & Construction Materials

  • Chemicals

  • Engineering - Industrial Equipments

  • Miscellaneous

  • Hotel, Resort & Restaurants

  • Abrasives

  • Bearings

  • Engineering - Construction

  • Construction - Real Estate

  • Film Production, Distribution & Entertainment

  • Textile

  • Transmission Towers / Equipments

  • Bank - Private

  • Air Conditioners

  • Telecommunication - Equipment

  • Finance - Investment

  • Finance - NBFC

  • Textile - Spinning

  • Forgings

  • Hospital & Healthcare Services

  • Engineering

  • Ceramics/Marble/Granite/Sanitaryware

  • Cable

  • Compressors / Pumps

  • Power Generation/Distribution

  • Printing And Publishing

  • Retailing

  • Auto Ancillary

  • Consumer Food

  • Textile - Weaving

  • Refractories

  • IT - Software

  • Pharmaceuticals & Drugs

  • Finance Term Lending

  • Travel Services

  • Automobiles-Trucks/Lcv

  • Educational Institutions

  • Unspecified

  • Tea/Coffee

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About Sundaram Long Term Micro Cap Tax Advantage Fund Series IV

Scheme Analysis

Sundaram Long Term Micro Cap Tax Advantage Fund Series IV is a Equity - ELSS fund and belongs to Sundaram Mutual Fund. It was launched on 24-Mar-2017 and currently has an AUM of ₹42.16 crore. Sundaram Long Term Micro Cap Tax Advantage Fund Series IV is benchmarked against Nifty Smallcap 100 as primary index.

The NAV of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV ended up ₹0.07(0.89%)yesterday to ₹8.4424.

Among its top 3 holdings the fund has exposure to Navin Fluorine International Ltd, and

The Sundaram Long Term Micro Cap Tax Advantage Fund Series IV is managed by Dwijendra Srivastava and S. Krishnakumar.

Fund House Contact

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

+91 (22) 28583362/3367
+91 (22) 22858 3156

Fund Manager

  • Cash

  • Equity

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