3 Year return
24.14%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹34.82 Cr.
Expense Ratio
1.24% (inclusive of GST)
Exit Load
Nil
Tax Implications
Withdrawal after 3 years:
10% tax on gains above ₹1 lakh per financial year
Fund Holdings
Sundaram Mutual Fund Managers
RS
Rohit Seksaria
Fund Manager since Jan 2024
Fund House Details
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
SBI Long Term Equity Fund Direct Plan IDCW Payout |
28.52% |
5 |
Quant ELSS Tax Saver Fund IDCW Direct Plan Payout |
27.09% |
3.5 |
Bank of India ELSS Tax Saver Direct Plan IDCW Payout |
23.48% |
3 |
Schemes by Sundaram Mutual Fund
List of mutual fund schemes by AMC
Key Features of The Fund
5-year return | 29.49% |
Expense Ratio | 1.24% |
Fund Manager | Rohit Seksaria |
Fund Size | ₹34.82 Cr |
Risk Profile | Very High |
AMC Contact Details
Name | Sundaram Mutual Fund |
Launch Date | 1996 |
Addresss | Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014 |
Contact | 1860 425 7237, 044 2858 3362/3367, 044 2856 9900 |
customerservices@sundarammutual.com | |
Website | https://www.sundarammutual.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Plan Payout of IDCW Payout?
What is the AUM of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Plan Payout of IDCW Payout?
What is the expense ratio of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Plan Payout of IDCW Payout?
What are the returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Plan Payout of IDCW Payout since inception?
What is the minimum SIP amount to invest in Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Plan Payout of IDCW Payout?
How do I invest in Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Plan Payout of IDCW Payout?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Plan Payout of IDCW Payout?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Plan Payout of IDCW Payout?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Plan Payout of IDCW Payout?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.