- Mutual Funds
- Sundaram Mutual Fund
- Sundaram L T Micro cap Tax Advantage Fund Sries III (Growth)
Sundaram L T Micro cap Tax Advantage Fund Sries III (Growth)
₹ 29.8126
NAV (Apr 25)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 29.8126
NAV (Apr 25)
Fund Returns
Last 1Y | 47.3% |
Last 3Y | 34.8% |
Last 5Y | 22.9% |
Last 10Y | NA |
Since Inception | 15.8% |
6 Month CAGR | 18.5% |
Scheme Information
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.
Expense Ratio | 1.42 |
Launched (8y ago) | Nov 18, 2016 |
AUM in Crores | 81.754 |
ISIN | INF903JA1427 |
Lock-in | 3 |
Benchmark | NIFTY Smallcap 100 PR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 16.9 |
Standard Deviation (5yr) | 24.8 |
Beta (3yr) | 0.78 |
Beta (5yr) | 0.86 |
Sharpe Ratio (3yr) | 1.419 |
Sharpe Ratio (5yr) | 0.685 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram L T Micro cap Tax Advantage Fund Sries III (Growth) | 13,17,475 | 5,84,863 | 22.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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 before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
ksb ltd
5.6%angel one ltd ordinary shares
5.1%treps
4.9%equitas small finance bank ltd ordinary shares
4.6%safari industries (india) ltd
4.4%Allocation by Sector
financial services
22.5%industrials
20.5%consumer cyclical
17%basic materials
12.4%healthcare
5.3%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13.2% | 8.8% | ||
23.6% | 20.8% | ||
5.1% | 4.8% | ||
21.2% | % | ||
23.1% | 13.1% |
Sundaram L T Micro cap Tax Advantage Fund Sries III (G) Review
Sundaram L T Micro cap Tax Advantage Fund Sries III (G) is a Tax Saving Equity fund and has delivered an annualised return of 15.8% over a period of 7 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Rohit Seksaria, Sudhir Kedia.
Nav of Sundaram L T Micro cap Tax Advantage Fund Sries III (G) as of 4/25/2024 is ₹29.81 with the total AUM as of 4/26/2024 is ₹81.754. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram L T Micro cap Tax Advantage Fund Sries III (G) was launched on Nov 18, 2016. The category risk of the fund is Very High Risk.
The minimum SIP amount for Sundaram L T Micro cap Tax Advantage Fund Sries III (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Sundaram L T Micro cap Tax Advantage Fund Sries III (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Smallcap 100 PR INR.
Sundaram L T Micro cap Tax Advantage Fund Sries III (G) is rated as a 0 fund in Equity and delivered 47.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram L T Micro cap Tax Advantage Fund Sries III (G).
Frequently Asked Questions
What is Sundaram L T Micro cap Tax Advantage Fund Sries III (G)?
How to invest in Sundaram L T Micro cap Tax Advantage Fund Sries III (G)?
You can invest in Sundaram L T Micro cap Tax Advantage Fund Sries III (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram L T Micro cap Tax Advantage Fund Sries III (G)?
The minimum sip amount for Sundaram L T Micro cap Tax Advantage Fund Sries III (G) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram L T Micro cap Tax Advantage Fund Sries III (G) good to invest in?
As per Scripbox experts, Sundaram L T Micro cap Tax Advantage Fund Sries III (G) is a Not Reviewed Yet fund. You can investSundaram L T Micro cap Tax Advantage Fund Sries III (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram L T Micro cap Tax Advantage Fund Sries III (G)?
The expense ratio of the Sundaram L T Micro cap Tax Advantage Fund Sries III (G) is 1.42% for regular plan.