Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)

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ELSS NAV 20.1438 0 22 September, 2023

Fund Details

Category ELSS
Fund Type Close Ended
Investment Plan Dividend
Launch Date 28 September, 2017
Benchmark S&P BSE 500 Index
Asset Size(Cr) 33.45116
Turn over 11%
Min Investment ₹ 500
Min SIP Investment ₹ 250
Min Addl Investment ₹ 500
Exit Load Nil
Expense Ratio 1.4
Fund Manager Dwijendra Srivastava, Sudhir Kedia, Rohit Seksaria
Fund House Sundaram Mutual Fund

Investment Returns (As on 22 Sep, 2023)

Duration Returns Benchmark Category
1 W 1.58% - -
1 M 4.02% - -
3 M 1.44% - -
6 M 0.35% - -
1 Y 7.25% - -
2 Y 12.49% - -
3 Y 23.79% - -
5 Y 12.46% - -

Risk Mesasures (As on 22 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 2.17%

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 - Payout of Income Distribution cum Capital Withdrawal (IDCW) 7.25% 23.79% 12.46%
Mirae Asset Tax Saver Fund-Regular Plan-Growth 4.15% 25.78% 13.78%
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth 4.36% 23.85% 10.74%
Axis Long Term Equity Fund - Regular Plan - Growth -3.59% 14.95% 8.43%
Aditya Birla Sun Life Tax Relief 96 - Growth Option -0.2% 12.35% 4.49%

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