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

Fund House: Sundaram Mutual Fund
Category: Close ended equity scheme
Launch Date: 18-11-2016
Asset Class: Equity
Benchmark: NIFTY SMALLCAP 100 TRI
TER: 1.43% As on (30-11-2024)
Status: Close Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 82.3 Cr As on 30-11-2024(Source:AMFI)
Turn over: 9% | Exit Load: NIL Units under Sundaram Long Term Tax Adv are eligible Deduc. u/s 80C of IT Act 1961, issued under ELSS 1992 and can be repurchased/Pledged/Transferred after 3 Yrs from date of allotment. Units are rounded off to full Units

%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY SMALLCAP 100 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 9 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks 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 and from income tax benefit available.

Current Asset Allocation (%)

Indicators

Standard Deviation 16.08
Sharpe Ratio 1.33
Alpha 10.57
Beta 0.89
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

88.54%

Others

3.81%

Large Cap

0.99%

Mid Cap

6.67%

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