Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Idcw Direct Plan

25.07
NAV (Apr 26,2024)

Invest in the Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - IDCW - Direct Plan for long-term growth and tax benefits. With an expense ratio of 1.32%, the fund focuses on micro-cap stocks and aims to maximize returns for investors. The minimum investment is INR 500, and the lock-in period is 3 years. Established on March 24, 2017, this fund has an AUM of INR 40.97 crores. Invest now and capitalize on the potential of micro-cap stocks.

Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Idcw Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Idcw Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    41.76
  • P/B Ratio
    UM_URBAN_MONEY

    6.87
  • Alpha
    UM_URBAN_MONEY

    0.02
  • Beta
    UM_URBAN_MONEY

    0.70
  • Sharpe
    UM_URBAN_MONEY

    0.24
  • Sortino
    UM_URBAN_MONEY

    0.36

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.32%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

40.97 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,372.17 (3.72%)11,858.85 (18.59%)14,799.8 (48.00%)24,763.53 (147.64%)28,865.67 (188.66%)
31,116.51 (3.72%)35,576.55 (18.59%)44,399.4 (48.00%)74,290.59 (147.64%)86,597.01 (188.66%)
51,860.85 (3.72%)59,294.25 (18.59%)73,999 (48.00%)1,23,817.65 (147.64%)1,44,328.35 (188.66%)
82,977.36 (3.72%)94,870.8 (18.59%)1,18,398.4 (48.00%)1,98,108.24 (147.64%)2,30,925.36 (188.66%)
1,03,721.7 (3.72%)1,18,588.5 (18.59%)1,47,998 (48.00%)2,47,635.3 (147.64%)2,88,656.7 (188.66%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Angel One Ltd5.57%
  • Equitas Small Finance Bank Limited5.28%
  • TREPS5.25%
  • KSB LTD4.88%
  • Safari Industries India Ltd4.68%
  • Green Panel Industries Ltd4.50%
  • KEI Industries Ltd4.34%
  • Brigade Enterprises Ltd4.03%
  • Multi Commodity Exchange of India Ltd3.74%
  • Healthcare Global Enterprises Ltd3.15%
  • Grindwell Norton Ltd2.77%
  • Heritage Foods Ltd2.65%
  • Can Fin Homes Ltd2.36%
  • JK Cement Ltd2.29%
  • Century Plyboards India Ltd2.23%
  • Navin Fluorine International Ltd2.22%
  • PVR INOX Ltd2.20%
  • Sapphire Foods India Ltd2.14%
  • Kennametal India Ltd1.93%
  • IDFC Ltd1.86%
  • Westlife Foodworld Ltd1.83%
  • Indoco Remedies Ltd1.77%
  • Taj GVK Hotels & Resorts Ltd1.74%
  • Affle India Ltd1.71%
  • Ashoka Buildcon Ltd1.70%
  • MTAR Technologies Ltd1.66%
  • Home First Finance Company Ltd1.62%
  • Kalpataru Projects International Ltd1.54%
  • Ujjivan Financial Services Ltd1.47%
  • Butterfly Gandhimathi Appliances Ltd1.40%
  • CCL Products India Ltd1.40%
  • Navneet Education Ltd1.32%
  • CSB Bank Ltd1.30%
  • TVS Holdings Ltd1.30%
  • EID Parry India Ltd1.17%
  • Stove Kraft Ltd1.13%
  • Rajapalayam Mills Ltd1.11%
  • Cholamandalam Financial Holdings Ltd1.02%
  • SIS Ltd0.94%
  • Astra Microwave Products Ltd0.92%
  • RHI Magnesita India Ltd0.89%
  • Tata Metaliks Ltd0.85%
  • Johnson Controls Hitachi AirConditioning India Ltd0.68%
  • Procter & Gamble Health Ltd0.58%
  • MM Forgings Ltd0.51%
  • Sundaram Clayton Ltd0.26%
  • Valiant Organics Ltd0.21%
  • TVS Holdings Ltd Preference share0.21%
  • Sundaram Clayton DCD Ltd Unlisted Preference share0.00%
  • Cash and Other Net Current Assets-0.34%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Bank of India ELSS Tax Saver - Regular Plan - GrowthBank of India ELSS Tax Saver - Regular Plan - Growth

ELSS

Very High

26.44%

Quantum ELSS Tax Saver Fund - Growth - Direct PlanQuantum ELSS Tax Saver Fund - Growth - Direct Plan

ELSS

Very High

23.40%

Taurus ELSS Tax Saver Fund - Regular Plan - GrowthTaurus ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

22.83%

JM ELSS Tax Saver Fund - GrowthJM ELSS Tax Saver Fund - Growth

ELSS

Very High

19.32%

Bandhan ELSS Tax Saver Fund - Regular Plan - GrowthBandhan ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

15.96%

PGIM India ELSS Tax Saver Fund - Regular Plan - GrowthPGIM India ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

15.09%

Edelweiss ELSS Tax saver Fund - Regular Plan - GrowthEdelweiss ELSS Tax saver Fund - Regular Plan - Growth

ELSS

Very High

15.04%

Canara Robeco ELSS Tax Saver - Regular Plan - IDCWCanara Robeco ELSS Tax Saver - Regular Plan - IDCW

ELSS

Very High

14.37%

ICICI Prudential ELSS Tax Saver Fund - GrowthICICI Prudential ELSS Tax Saver Fund - Growth

ELSS

Very High

13.88%

Kotak ELSS Tax Saver Fund - GrowthKotak ELSS Tax Saver Fund - Growth

ELSS

Very High

11.47%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Baroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - GrowthBaroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

45.18%

Franklin India ELSS Tax Saver Fund - GrowthFranklin India ELSS Tax Saver Fund - Growth

ELSS

Very High

39.16%

Taurus ELSS Tax Saver Fund - Regular Plan - GrowthTaurus ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

37.02%

DSP ELSS Tax Saver Fund - Regular Plan - GrowthDSP ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

36.54%

HSBC Tax Saver Equity Fund - GrowthHSBC Tax Saver Equity Fund - Growth

ELSS

Very High

35.55%

Nippon India ELSS Tax Saver Fund - GrowthNippon India ELSS Tax Saver Fund - Growth

ELSS

Very High

35.48%

Union ELSS Tax Saver Fund - GrowthUnion ELSS Tax Saver Fund - Growth

ELSS

Very High

32.59%

Kotak ELSS Tax Saver Fund - GrowthKotak ELSS Tax Saver Fund - Growth

ELSS

Very High

29.69%

360 ONE ELSS Tax Saver Nifty 50 Index Fund - Regular Plan - Growth360 ONE ELSS Tax Saver Nifty 50 Index Fund - Regular Plan - Growth

ELSS

Very High

24.41%

Aditya Birla Sun Life Tax Plan - IDCWAditya Birla Sun Life Tax Plan - IDCW

ELSS

Very High

-4.17%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Nippon India ELSS Tax Saver Fund - GrowthNippon India ELSS Tax Saver Fund - Growth

ELSS

Very High

22.74%

Franklin India ELSS Tax Saver Fund - GrowthFranklin India ELSS Tax Saver Fund - Growth

ELSS

Very High

21.60%

DSP ELSS Tax Saver Fund - Regular Plan - GrowthDSP ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

21.00%

Kotak ELSS Tax Saver Fund - GrowthKotak ELSS Tax Saver Fund - Growth

ELSS

Very High

20.08%

Union ELSS Tax Saver Fund - GrowthUnion ELSS Tax Saver Fund - Growth

ELSS

Very High

19.68%

Taurus ELSS Tax Saver Fund - Regular Plan - GrowthTaurus ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

19.39%

Baroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - GrowthBaroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

18.67%

PGIM India ELSS Tax Saver Fund - Regular Plan - GrowthPGIM India ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

18.26%

HSBC Tax Saver Equity Fund - GrowthHSBC Tax Saver Equity Fund - Growth

ELSS

Very High

17.72%

Aditya Birla Sun Life Tax Plan - IDCWAditya Birla Sun Life Tax Plan - IDCW

ELSS

Very High

14.18%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant ELSS Tax Saver Fund - GrowthQuant ELSS Tax Saver Fund - Growth

ELSS

Very High

32.01%

DSP ELSS Tax Saver Fund - Regular Plan - GrowthDSP ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

20.35%

Motilal Oswal ELSS Tax Saver Fund - Regular Plan - GrowthMotilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

19.68%

Mirae Asset ELSS Tax Saver Fund - Regular Plan - GrowthMirae Asset ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

19.45%

Union ELSS Tax Saver Fund - GrowthUnion ELSS Tax Saver Fund - Growth

ELSS

Very High

19.17%

Mahindra Manulife ELSS Tax Saver Fund - Regular Plan - GrowthMahindra Manulife ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

17.35%

Invesco India ELSS Tax Saver Fund - GrowthInvesco India ELSS Tax Saver Fund - Growth

ELSS

Very High

16.82%

Tata ELSS Tax Saver Fund - Regular Plan - IDCW PayTata ELSS Tax Saver Fund - Regular Plan - IDCW Pay

ELSS

Very High

16.36%

Shriram ELSS Tax Saver Fund - Regular Plan - GrowthShriram ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

14.97%

Groww ELSS Tax Saver Fund - Regular Plan - GrowthGroww ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

14.07%

Fund Managers

RS

Mr. Rohit Seksaria

SK

Mr. Sudhir KediaFund Manager

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