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

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  • Net Change on 22-08-2019

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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

  • 52 Week High Nav (₹)

  • 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 -9.64 -18.52 -31.37 -5.11 0.57 11.12

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 - Growth Dec 29, 2009 -3.84 9.92 12.05 1.76 18,952.64
Reliance Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated -20.13 -2.02 3.43 1.73 9,659.29
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 29, 1996 -13.38 6.27 10.69 2.04 8,416.36
HDFC TaxSaver-Growth Plan Mar 31, 1996 -11.40 4.33 5.06 1.97 6,979.02
SBI MAGNUM TAXGAIN SCHEME 1993 - REGULAR PLAN- GROWTH Mar 31, 1993 Unrated -11.27 2.52 5.51 1.99 6,740.92

Fund Holdings as on 31-July-2019

  • Navin Fluorine International Ltd

  • Grindwell Norton Ltd

  • Ashoka Buildcon Ltd

  • Kalpataru Power Transmission Ltd

  • HeidelbergCEMENT India Ltd

  • Astra Microwave Products Ltd

  • Johnson Controls – Hitachi Air Conditioning India Ltd

  • (b) Share Application Money pending Allotment

  • Ujjivan Financial Services Ltd

  • Praj Industries Ltd

  • Brigade Enterprises Ltd

  • Rajapalayam Mills Ltd

  • MM Forgings Ltd

  • Star Cement Ltd

  • INOX Leisure Ltd

  • VA Tech Wabag Ltd

  • Mahindra Holidays & Resorts India Ltd

  • Himatsingka Seide Ltd

  • ISGEC Heavy Engineering Ltd

  • Kennametal India Ltd

  • The India Cements Ltd

  • Thyrocare Technologies Ltd

  • Triveni Turbine Ltd

  • KEI Industries Ltd

  • Timken India Ltd

  • Ramco Industries Ltd

  • Asian Granito India Ltd

  • Redington (India) Ltd

  • Thomas Cook (India) Ltd

  • Taj GVK Hotels & Resorts Ltd

  • PTC India Ltd

  • Rane Holdings Ltd

  • Ingersoll Rand (India) Ltd

  • NCC Ltd

  • NRB Bearing Ltd

  • JK Cement Ltd

  • Arvind Fashions Ltd

  • Navneet Education Ltd

  • Muthoot Capital Services Ltd

  • GNA Axles Ltd

  • Vesuvius India Ltd

  • Hikal Ltd

  • Capacit'e Infraprojects Ltd

  • Prabhat Dairy Ltd

  • Indian Terrain Fashions Ltd

  • KPIT Technologies Ltd

  • TREPS

  • Healthcare Global Enterprises Ltd

  • DCB Bank Ltd

  • Cyient Ltd

  • LG Balakrishnan & Bros Ltd

  • INEOS Styrolution India Ltd

  • Dollar Industries Ltd

  • HSIL Ltd

  • Magma Fincorp Ltd

  • Premier Explosives Ltd

  • Khadim India Ltd

  • Force Motors Ltd

  • R.P.P. Infra Projects Ltd

  • CL Educate Ltd

  • Raymond Ltd

  • S Chand and Company Ltd

  • Cash and Other Net Current Assets

  • Mcleod Russel India Ltd

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  • Cement & Construction Materials

  • Engineering - Industrial Equipments

  • Chemicals

  • Engineering - Construction

  • Abrasives

  • Construction - Real Estate

  • Textile

  • Hotel, Resort & Restaurants

  • Transmission Towers / Equipments

  • Bearings

  • Miscellaneous

  • Telecommunication - Equipment

  • Ceramics/Marble/Granite/Sanitaryware

  • Air Conditioners

  • Finance Term Lending

  • Textile - Spinning

  • Forgings

  • Film Production, Distribution & Entertainment

  • Engineering

  • Auto Ancillary

  • Retailing

  • Finance - NBFC

  • Hospital & Healthcare Services

  • Cable

  • IT - Software

  • Trading

  • Travel Services

  • Power Generation/Distribution

  • Printing And Publishing

  • Finance - Investment

  • Compressors / Pumps

  • Refractories

  • Pharmaceuticals & Drugs

  • Consumer Food

  • Bank - Private

  • Automobiles-Trucks/Lcv

  • Educational Institutions

  • Textile - Weaving

  • 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 ₹40.52 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 down ₹-0.15(-2.05%)yesterday to ₹7.22.

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

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

  • Unrated

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