Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV

AMC: SUNDARAM Moderate Risk Equity ELSS

📊 Quick Summary Of This Page

Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹1,000
Minimum SIP
1.00%
Expense Ratio
Mr. Rohit Seksaria
Fund Manager
Growth
Plan Type
27 Sep 2016
Launch Date
0%
Exit Load
NAV Momentum
Fund Analysis

Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV does not yet have a 5-year performance history.

The average return for ELSS funds is 63.29% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 22.77% -3.86%
2 Year Return 39.46% 7.32%
3 Year Return 84.01% 26.26%
4 Year Return 307.81% 48.86%
5 Year Return 231.68% 63.29%
6 Year Return 172.04% 104.35%
7 Year Return N/A 130.89%
Expense Ratio 1.00% -
NAV History
Fund Information

AMC: SUNDARAM

Category: Equity • ELSS

Launch Date: 27 Sep 2016

Fund Manager: Mr. Rohit Seksaria

Minimum Purchase: ₹5,000

Exit Load:

Lock-in: 0

Risk: Moderate Risk

About This Fund

Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV is managed by SUNDARAM and belongs to the Equity category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV, based on the latest portfolio data.

Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV is , which represents the annual cost charged for managing the fund.

Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV manages assets worth approximately , representing the total investor capital under management.

Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV carries a risk profile based on its portfolio composition, volatility and market exposure.

Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV and making investment decisions.

Yes, Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV to estimate returns and wealth creation over different time periods.