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Sundaram LT Micro Cap Tax Adv Fund-Sr IV

Growth
29.490.81% (-0.24)
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

Sundaram LT Micro Cap Tax Adv Fund-Sr IV

Growth
EquityEquity Linked Savings Scheme (ELSS)
Small-size FundAssets Under Mgmt: ₹ 40 Cr
Very High RiskPrinciple investment will be at very high risk
29.490.81% (-0.24)

Price Chart

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Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

EquityEquity Linked Savings Scheme (ELSS)
Small-size FundAssets Under Mgmt: ₹ 40 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.3216.341.52
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4114.672.07

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth3 yrs—
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Not allowedNot allowed
BenchmarkBenchmark
Nifty Smallcap 100

About Equity Linked Savings Scheme (ELSS)

Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.

Peers & Comparison

Comparing 3 mutual funds from 
EquityEquity Linked Savings Scheme (ELSS)

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Sundaram LT Micro Cap Tax Adv Fund-Sr IV27.66%21.67%15.24%
Axis ELSS Tax Saver Fund31.90%7.94%17.89%
SBI Long Term Equity Fund49.36%24.08%17.62%
Mirae Asset ELSS Tax Saver Fund34.19%14.48%20.49%

Price Comparison

Compare Sundaram LT Micro Cap Tax Adv Fund-Sr IV with any MF, ETF, stock or index
Compare Sundaram LT Micro Cap Tax Adv Fund-Sr IV with any MF, ETF, stock or index
Sundaram LT Micro Cap Tax Adv Fund-Sr IV
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Asset Allocation

Actual

Target

Dec 2023

Mar 2024

Jun 2024

Sep 2024

ACTUAL
Cash & EquivalentsEquity1.99%98.01%

Dec 2023

Mar 2024

Jun 2024

Sep 2024

Tickertape Separator

Sector Distribution

+17 moreWood ProductsOthersIT Services & ConsultingPrivate BanksInvestment Banking & Brokerage58.02 %5.72 %5.84 %9.07 %9.28 %12.07 %

Dec 2023

Mar 2024

Jun 2024

Sep 2024

Tickertape Separator

Sector Weightage

Jun 23Sep 23Dec 23Mar 24Jun 24Sep 245.69%6.33%10.34%10.67%9.55%12.07%
Investment Banking & Brokerage as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Multi Commodity Exchange of India Ltd
    MCX
    3M change : 1.92 %

    Holdings

    6.06 %

    1.92 %
  • Safari Industries (India) Ltd
    SAFARI
    3M change : 0.83 %

    Holdings

    5.70 %

    0.83 %
  • Greenpanel Industries Ltd
    GREENPANEL
    3M change : 0.77 %

    Holdings

    4.50 %

    0.77 %

AMC Profile

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

  • No.of Schemes

    40

  • Total AUM

    ₹ 68,577.80 Cr.

Fund Manager Profile

Rohit Seksaria

AUM:  ₹16,215.37 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Sudhir Kedia

AUM:  ₹9,479.01 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Manager Performance (0)

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Tax Implications

Invested period > 3 year

Gains are treated as long-term capital gains and taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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