Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

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ELSS NAV 22.2938 0 05 December, 2023

Fund Details

Category ELSS
Fund Type Close Ended
Investment Plan Growth
Launch Date 28 September, 2017
Benchmark NIFTY SMALLCAP 100 TRI
Asset Size(Cr) 38.5075
ISIN No. INF903JA1AX5
Turn over 11%
Min Investment ₹ 5000
Min SIP Investment ₹ 250
Min Addl Investment ₹ 1000
Exit Load Nil
Expense Ratio 1.4
Fund Manager Dwijendra Srivastava, Sudhir Kedia, Rohit Seksaria
Fund House Sundaram Mutual Fund

Investment Returns (As on 05 Dec, 2023)

Duration Returns Benchmark Category
1 W 0.71% - -
1 M 4.61% - -
3 M 11.49% - -
6 M 31.28% - -
1 Y 33.4% - -
2 Y 12.49% - -
3 Y 46.44% - -
5 Y 21.69% - -

Risk Mesasures (As on 05 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 19.84 1.84 15.57 1.04
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 6.05%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth 33.4% 46.44% 21.69%
ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth 13.77% 22.57% 14.68%
Mirae Asset Tax Saver Fund-Regular Plan-Growth 16.1% 21.49% 17.75%
Axis Long Term Equity Fund - Regular Plan - Growth 9.41% 14.92% 12.84%
Aditya Birla Sun Life Tax Relief 96 - Growth Option 10.11% 11.45% 8.84%
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