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

very highequity
25.97 0.06(0.25%) NAV as on 29 Apr 2025
5.71 % 1 M
0.81 % 1 Y
16.74 % 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 1 m

Since 24 03 ,2017
exit_load Exit Load :

%

aum AUM :

32.10 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 Mar 31 ,2025
Others 4.76 %
Equity 95.24 %

TOP HOLDINGS

Multi Commodity Exchange Of In...6.20 %
Safari Industries (India) Ltd.6.05 %
Aster DM Healthcare Ltd.5.11 %
Navin Fluorine International L...4.62 %
Angel One Ltd.4.54 %
See All Holding

ALLOCATION BY MARKET CAP

5-YEARS HISTORY

Financial Year2020-20212021-20222022-20232023-20242024-2025
NAV in Rs (as on 31-Mar-2025)10.4616.1416.7124.1624.56
Net Assets(Rs Crores) (as on 31-Mar-2025) 35.61 36.81 31.03 36.42 32.10
Scheme Returns(%)(Absolute)96.8551.872.1743.46-0.93
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 HighEquity25.970.06(0.25%)NAV As on 29 Apr, 202524-Mar-2017Inception Date32.10AUM In Cr.0.81%1Y16.74%3Y34.43%5Y12.50%Since Inception
ATTENTION INVESTORS NSDL/CDSL KYC Advisory for investors