Riskometer
Riskometer
Value Research Rating
As on 29-Sep-2023
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
Sundaram Long Term Micro Cap Tax Advantage Fund Series V - Regular Plan
|
Very High
|
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1.40 |
|||
Very High
|
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1.46 |
Sundaram Long Term Micro Cap Tax Advantage Fund Series V - Regular Plan is mandated to invest at least 80 per cent of its assets in equity stocks. It offers tax exemption under Section 80C of the Indian income tax laws. As per this section, investments of up to Rs 1.5 lakh in a financial year in eligible securities are exempt from tax.
Mutual funds can be bought directly from the website of the fund house. For instance, Sundaram Long Term Micro Cap Tax Advantage Fund Series V - Regular Plan fund can be purchased from the website of Sundaram Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Sundaram Long Term Micro Cap Tax Advantage Fund Series V - Regular Plan is ₹21.3558 as of 03-Oct-2023.
The AUM of Sundaram Long Term Micro Cap Tax Advantage Fund Series V - Regular Plan Fund is ₹33 Cr as of 31-Aug-2023
The riskometer level of Sundaram Long Term Micro Cap Tax Advantage Fund Series V - Regular Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
5.52
|
|
4.63
|
|
4.35
|
|
4.27
|
|
4.21
|
As of 31-Aug-2023, Sundaram Long Term Micro Cap Tax Advantage Fund Series V - Regular Plan had invested 95.23% in Equity and 4.77% in Cash & Cash Eq. See More
Sundaram Long Term Micro Cap Tax Advantage Fund Series V - Regular Plan is 6 years 3 months old. It has delivered 12.93% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
29.40%
|
43.61%
|
19.85%
|
--
|
--
|
12.93%
|
The minimum SIP amount of Sundaram Long Term Micro Cap Tax Advantage Fund Series V - Regular Plan is ₹--.
Yes, There is lock in period in Sundaram Long Term Micro Cap Tax Advantage Fund Series V - Regular Plan.
The expense ratio of Sundaram Long Term Micro Cap Tax Advantage Fund Series V - Regular Plan is 1.40%.
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