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Sundaram Long Term Micro Cap Tax Advantage Fund Sries VI (Growth)

Returns (1yr)
-7.4 %
Latest NAV
6.33

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Tax Saver Plan
Better than Insurance, FD

Fund Information

as on 11th of August, 07:03 PM

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 and from income tax benefit available. For the purpose 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 Managers

  • profile-pic
    Dwijendra Srivastava
    profile-pic
    Ratish Varier
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    Rohit Seksaria
    profile-pic
    S Krishnakumar
  • expense-ratio
    Expense Ratio
    1.4
    benchmark
    Benchmark
    IISL Nifty Free Float Smallcap 100 INR
  • Aum image
    AUM
    ₹ 30.93 Crores
    ISIN
    ISIN
    INF903JA1AX5
  • Category Risk:

    Moderately High risk

Holding Information

as on 11th of August, 07:03 PM

Top Holding

Navin Fluorine International Ltd
7%
Heidelbergcement India Ltd
5%
Ineos Styrolution India Ltd
4%
Thyrocare Technologies Ltd
3%
Rossari Biotech Ltd Ordinary Shares
3%

Top Sectors

Industrials
30%
Basic Materials
24%
Consumer Cyclical
15%
Healthcare
8%
Financial Services
4%

Allocation

Equity
95%
Others
5%
Debt
0%

Investment Return Calculator

as on 11th of August, 07:03 PM
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Transaction

as on 11th of August, 07:03 PM
Minimum SIP Amount
0
Minimum Lumpsum Amount
500
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Sundaram Long Term Micro Cap Tax Advantage Fund Sries VI Regular Growth is a Tax Saving Equity fund and has delivered an annualised return of 0.0% over a period of 3 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers names are Dwijendra Srivastava, Ratish Varier, Rohit Seksaria, S Krishnakumar. 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 and from income tax benefit available. For the purpose 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' The fund charges 1.40000%. The minimum SIP amount for this is ₹0. In case you want to invest a lump sum, the minimum amount to be invested is ₹500.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.