Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth
EquityELSS (Tax Savings)
28.52
-0.09(-0.30%)
NAV as on 10 Dec, 2025
CAGR
17.87%3Y lock in
- AUM (Crs.)36.06
- Expense Ratio1.44 %
- Sharpe Ratio / Category Average0.76
- Standard Deviation / Category Average15.95
- Beta / Category Average0.99
- Portfolio Turnover / Category Average30.86 / 59.59
- Top 5 Stocks Wt.25.21
- Top 10 Stocks Wt.44.06
- Top 3 Sectors Wt.57.79
- Investment StyleMid Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryRohit Seksaria, Sudhir Kedia
- Launch Date24 Mar, 2017
- BenchmarkS&P BSE 500
Objective
The investment objective of the scheme is to generate capital appreciation over a period of ten years by predominantly investing in equity and equity-related instruments of companies that can be termed as micro-cap and from income tax benefit available. For the purpose investment by the scheme ‘micro cap’ stock is defined as one whose market cap is equal to or lower than the 301stStock by market cap (after sorting the securities in the descending order of market capitalization) on the National Stock exchange of India limited, mumbai, at the time of investment. however, there is no guarantee or assurance that the investment objective of the scheme will be achieved
Riskometer
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