Home Mutual Funds Equity › Sundaram LT Micro Cap Tax Adv Fund-Sr V (G)
Sundaram LT Micro Cap Tax Adv Fund-Sr V (G)

Scheme Information

2019-09-23

Asset Management Company (AMC) Sundaram Asset Management Company Limited
Asset Class Type Equity
Inception Date Jul 5, 2017
Benchmark Nifty Smallcap 100
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.
Fund Manager S. Krishnakumar
AUM (In Crores) 39.89
Allocation
Equity: 93.4398%
Others: 6.5602%
Minimum Investment Amount First Investment: 500
Expense Ratio 1.4

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