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Sundaram LT Micro Cap Tax Adv Fund-Sr IV-(IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.33 | 16.86 | 0.76 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.43 | 15.08 | 1.19 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 3 yrs | — |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Not allowed | Not 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
EquityEquity Linked Savings Scheme (ELSS)
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Sundaram LT Micro Cap Tax Adv Fund-Sr IV-(IDCW) | 17.56% | 21.55% | 14.12% |
| Axis ELSS Tax Saver Fund(IDCW) | 11.50% | 3.15% | 13.38% |
| SBI Long Term Equity Fund(IDCW) | 33.85% | 18.38% | 9.76% |
| Mirae Asset ELSS Tax Saver Fund(IDCW) | 22.91% | 7.62% | 13.52% |
Price Comparison
Compare Sundaram LT Micro Cap Tax Adv Fund-Sr IV-(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Multi Commodity Exchange of India Ltd3M change : 1.43 %
Holdings
7.02 %
1.43 % - Safari Industries (India) Ltd3M change : 0.60 %
Holdings
6.64 %
0.60 % - Angel One Ltd3M change : 0.72 %
Holdings
4.78 %
0.72 %
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
₹ 68,453.40 Cr.
Fund Manager Profile
Rohit Seksaria
AUM: ₹15,780.51 Cr.
|
Exp: —
Sudhir Kedia
AUM: ₹9,069.38 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
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Invested period > 3 year
Gains are treated as long-term capital gains and taxed at 10%