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 (₹)

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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 8.33 37.46 -22.72 -13.85 -2.70 9.95

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 -3.45 6.25 7.38 1.74 19,126.58
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 -1.56 3.04 6.81 1.93 9,176.96
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated -22.84 -10.03 -1.88 2.02 7,573.02
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 Unrated -7.89 -0.80 2.40 2.00 6,158.95
HDFC TaxSaver-Growth Plan Mar 31, 1996 Unrated -16.74 -3.81 2.04 1.99 5,743.92

Fund Holdings as on 31-May-2020

  • Navin Fluorine International Ltd

  • HeidelbergCement India Ltd

  • Grindwell Norton Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • The India Cements Ltd

  • Thyrocare Technologies Ltd

  • Astra Microwave Products Ltd

  • INEOS Styrolution India Ltd

  • Timken India Ltd

  • INOX Leisure Ltd

  • Reverse Repo

  • Ingersoll Rand (India) Ltd

  • Rajapalayam Mills Ltd

  • KEI Industries Ltd

  • JK Cement Ltd

  • Mahindra Holidays & Resorts India Ltd

  • Kalpataru Power Transmission Ltd

  • Vesuvius India Ltd

  • Kennametal India Ltd

  • Ramco Industries Ltd

  • Taj GVK Hotels & Resorts Ltd

  • Ashoka Buildcon Ltd

  • NRB Bearing Ltd

  • Cash and Other Net Current Assets

  • Brigade Enterprises Ltd

  • IIFL Securities Ltd

  • Asian Granito India Ltd

  • ISGEC Heavy Engineering Ltd

  • Triveni Turbine Ltd

  • Prabhat Dairy Ltd

  • Praj Industries Ltd

  • KSB Ltd

  • MM Forgings Ltd

  • GNA Axles Ltd

  • Healthcare Global Enterprises Ltd

  • PTC India Ltd

  • DCB Bank Ltd

  • Navneet Education Ltd

  • Hikal Ltd

  • Himatsingka Seide Ltd

  • VA Tech Wabag Ltd

  • Equitas Holdings Ltd

  • Muthoot Capital Services Ltd

  • Star Cement Ltd

  • KPIT Technologies Ltd

  • Rane Holdings Ltd

  • Thomas Cook (India) Ltd

  • Force Motors Ltd

  • Century Plyboards (India) Ltd

  • Raymond Ltd

  • Indian Terrain Fashions Ltd

  • Capacite Infraprojects Ltd

  • Lemon Tree Hotels Ltd

  • Dollar Industries Ltd

  • Arvind Fashions Ltd

  • Premier Explosives Ltd

  • CL Educate Ltd

  • R.P.P. Infra Projects Ltd

  • Somany Home Innovation Ltd

  • Khadim India Ltd

  • Magma Fincorp Ltd

  • HSIL Ltd

  • S Chand and Company Ltd

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  • Cement & Construction Materials

  • Chemicals

  • Engineering - Industrial Equipments

  • Abrasives

  • Bearings

  • Hotel, Resort & Restaurants

  • Air Conditioners

  • Miscellaneous

  • Hospital & Healthcare Services

  • Telecommunication - Equipment

  • Film Production, Distribution & Entertainment

  • Compressors / Pumps

  • Textile - Spinning

  • Cable

  • Construction - Real Estate

  • Finance - Investment

  • Transmission Towers / Equipments

  • Refractories

  • Engineering

  • Finance - NBFC

  • Textile

  • Engineering - Construction

  • Ceramics/Marble/Granite/Sanitaryware

  • Consumer Food

  • Printing And Publishing

  • Forgings

  • Auto Ancillary

  • Power Generation/Distribution

  • Bank - Private

  • Pharmaceuticals & Drugs

  • IT - Software

  • Travel Services

  • Retailing

  • Automobiles-Trucks/Lcv

  • Wood & Wood Products

  • Textile - Weaving

  • Educational Institutions

  • Consumer Durables - Domestic Appliances

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Fund Manager

  • Cash

  • Equity

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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 ₹29.95 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 ₹0.1(1.45%)yesterday to ₹6.7394.

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