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Sundaram LT Micro Cap Tax Adv Fund-Sr IV-Reg(G)

very highequity
24.52 0.14(0.59%) NAV as on 27 Mar 2025
1.85 % 1 M
1.6 % 1 Y
15.57 % 3 Y

FUND OBJECTIVE

The investment objective of the scheme is to to generate consistent long-term returns by investing predominantly in equity/equity related instruments of companies that can be termed as micro-caps (as indicated in highlights & Scheme Summary and Part II of this Document)

SCHEME DETAILS

expense_ration-icon Expenses Ratio :

NA

As on
age-icon Age :

8 yrs 0 m

Since 24 03 ,2017
exit_load Exit Load :

%

aum AUM :

30.84 Crs

lock_in Lock-in :

investing_style Investing Style :
Portfolio_book_value Portfolio Price To Book Value :

NA

Min_Investment Min. Investment :

SIP & Lumpsum

Scheme_benchmark Scheme Benchmark :

NA

Fund_manager Fund Manager :

Rohit Seksaria,Sudhir Kedia

LATEST ASSET & PORTFOLIO ALLOCATION

as on Feb 28 ,2025
Others 5.20 %
Equity 94.80 %

TOP HOLDINGS

Safari Industries (India) Ltd.6.80 %
Multi Commodity Exchange Of In...6.06 %
Sapphire Foods India Ltd.4.89 %
Angel One Ltd.4.44 %
Aster DM Healthcare Ltd.4.43 %
See All Holding

ALLOCATION BY MARKET CAP

5-YEARS HISTORY

Financial Year2020-20212021-20222022-20232023-20242024-2025
NAV in Rs (as on 27-Mar-2025)10.4616.1416.7124.1624.52
Net Assets(Rs Crores) (as on 27-Mar-2025) 35.61 36.81 31.03 36.42 30.84
Scheme Returns(%)(Absolute)96.8551.872.1743.46-1.11
B'mark Returns(%)(Absolute)NANANANANA
Category Rank9/673/6613/6115/6354/61

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Sundaram LT Micro Cap Tax Adv Fund-Sr IV-Reg(G)Very HighEquity24.520.14(0.59%)NAV As on 27 Mar, 202524-Mar-2017Inception Date30.84AUM In Cr.1.60%1Y15.57%3Y35.28%5Y11.84%Since Inception
ATTENTION INVESTORS NSDL/CDSL KYC Advisory for investors