Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - Direct Plan does not yet have a 5-year performance history.
The average return for ELSS funds is 63.29% .
The largest portfolio holding is ASTER DM HEALTHCARE LTD with a portfolio weight of 7.50% .
The fund currently owns more than 40 stocks.
The top 10 holdings account for 45.32% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 22.98% | -3.86% |
| 2 Year Return | 39.94% | 7.32% |
| 3 Year Return | 84.94% | 26.26% |
| 4 Year Return | 310.53% | 48.86% |
| 5 Year Return | 234.52% | 63.29% |
| 6 Year Return | 177.41% | 104.35% |
| 7 Year Return | N/A | 130.89% |
| Expense Ratio | 0.90% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Health Care |
7.50%
|
|
| 2 | Aerospace & Defense |
5.14%
|
|
| 3 | Finance - Banks - Private Sector |
5.00%
|
|
| 4 | Finance & Investments |
4.88%
|
|
| 5 | Consumer Discretionary |
4.12%
|
|
| 6 | Entertainment & Media |
3.86%
|
|
| 7 | IT Consulting & Software |
3.85%
|
|
| 8 | Finance - Banks - Private Sector |
3.78%
|
|
| 9 | Pumps |
3.72%
|
|
| 10 |
3.47%
|
||
| 11 | Finance - Banks - Private Sector |
3.23%
|
|
| 12 | Health Care |
3.03%
|
Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - Direct Plan 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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