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3 Year return
26.37%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹30.17 Cr.
Expense Ratio
1.19% (inclusive of GST)
Exit Load
Nil
Tax Implications
Withdrawal after 3 years:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Top Holdings | % of Asset |
---|---|
Multi Commodity Exchange of India Ltd | 7.08% |
Aster DM Healthcare Ltd | 5.17% |
Affle 3i Ltd | 4.97% |
Sapphire Foods India Ltd | 4.86% |
Safari Industries (India) Ltd | 4.76% |
Others | 73.16% |
Other Holdings | % of Asset |
---|---|
KSB Ltd | 4.01% |
CSB Bank Ltd | 3.91% |
Ujjivan Small Finance Bank Ltd | 3.67% |
Angel One Ltd | 3.66% |
Equitas Small Finance Bank Ltd | 3.38% |
Greenpanel Industries Ltd | 3.28% |
KEI Industries Ltd | 3.24% |
Procter & Gamble Health Ltd | 2.85% |
Laurus Labs Ltd | 2.78% |
Can Fin Homes Ltd | 2.72% |
SIS Ltd | 2.63% |
Navin Fluorine International Ltd | 2.49% |
J K Cements Ltd | 2.29% |
Cholamandalam Financial Holdings Ltd | 2.19% |
Birlasoft Ltd | 2.15% |
Kalpataru Projects International Ltd | 2.10% |
Brigade Enterprises Ltd | 2.05% |
Rategain Travel Technologies Ltd | 2.04% |
Esab India Ltd | 2.03% |
PVR Inox Ltd | 1.97% |
TVS Holdings Ltd | 1.95% |
Westlife Foodworld Ltd | 1.94% |
RHI Magnesita India Ltd | 1.83% |
Grindwell Norton Ltd | 1.82% |
Shivalik Bimetal Controls Ltd | 1.32% |
R Systems International Ltd | 1.17% |
Butterfly Gandhimathi Appliances Ltd | 1.04% |
Tata Steel Ltd | 0.98% |
Century Plyboards (India) Ltd | 0.75% |
M M Forgings Ltd | 0.52% |
Sundaram Mutual Fund Managers
RS
Rohit Seksaria
Fund Manager since Apr 2019
Fund House Details
Sundaram Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Motilal Oswal ELSS Tax Saver Fund |
33.8281% |
2.5 |
SBI Long Term Equity Fund |
30.464% |
5 |
Quant ELSS Tax Saver Fund |
23.727% |
3.5 |
Schemes by Sundaram Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Reinvestment
Key Features of The Fund
5-year return | 35.5% |
Expense Ratio | 1.19% |
Fund Manager | Rohit Seksaria |
Fund Size | ₹30.17 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.
Make Use of SIPs for Harnessing the Power of Compounding
FAQs
What is today's NAV of Sundaram Long Term Micro Cap Tax Adv Fund Sr 5 10 Yrs?
What is the AUM of Sundaram Long Term Micro Cap Tax Adv Fund Sr 5 10 Yrs?
What is the expense ratio of Sundaram Long Term Micro Cap Tax Adv Fund Sr 5 10 Yrs?
What are the returns of Sundaram Long Term Micro Cap Tax Adv Fund Sr 5 10 Yrs since inception?
What is the minimum SIP amount to invest in Sundaram Long Term Micro Cap Tax Adv Fund Sr 5 10 Yrs?
How do I invest in Sundaram Long Term Micro Cap Tax Adv Fund Sr 5 10 Yrs?
- 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 Adv Fund Sr 5 10 Yrs?
- 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 Adv Fund Sr 5 10 Yrs?
- 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 Adv Fund Sr 5 10 Yrs?
- 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.
FAQs
What is today's NAV of Sundaram Long Term Micro Cap Tax Adv Fund Sr 5 10 Yrs?
What is the AUM of Sundaram Long Term Micro Cap Tax Adv Fund Sr 5 10 Yrs?
What is the expense ratio of Sundaram Long Term Micro Cap Tax Adv Fund Sr 5 10 Yrs?
What are the returns of Sundaram Long Term Micro Cap Tax Adv Fund Sr 5 10 Yrs since inception?
What is the minimum SIP amount to invest in Sundaram Long Term Micro Cap Tax Adv Fund Sr 5 10 Yrs?
How do I invest in Sundaram Long Term Micro Cap Tax Adv Fund Sr 5 10 Yrs?
- 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 Adv Fund Sr 5 10 Yrs?
- 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 Adv Fund Sr 5 10 Yrs?
- 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 Adv Fund Sr 5 10 Yrs?
- 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.