Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Plan - Growth
Fund House: Sundaram Mutual Fund| Category: Close ended equity scheme |
| Launch Date: 18-11-2016 |
| Asset Class: Equity |
| Benchmark: NIFTY SMALLCAP 100 TRI |
| TER: 1.43% As on (31-05-2025) |
| Status: Close Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 70.2 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 9% | Exit Load: Not Applicable |
(%)
%
Benchmark: 16.03%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
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. the investment will be eligible for Income tax benefit. For the purpose of investment by the scheme ‘micro cap’ stock is defined as one whose market cap is equal to or lower than the 301st Stock 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.08 |
| Sharpe Ratio | 1.33 |
| Alpha | 10.57 |
| Beta | 0.89 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
87.77%
Others
4.74%
Large Cap
1.13%
Mid Cap
6.35%
