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Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹25.3744 0.81%
As on 22-Apr-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
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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-- |
||
|
|
Very High
|
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1.46 |
₹27 Cr
--
500
--
--
--
Investment Strategy
The scheme seeks 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.
Suitability
"When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. In addition, there is a tax benefit. Under Section 80C of the Indian income tax laws, investments of up to Rs 1.5 lakh in a financial year in eligible securities such as this fund are exempt from tax.
But be prepared for ups and downs in your investment value along the way. Also note that you cannot withdraw your money from this fund before completing three years from the date of investment.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other ELSS, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
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 ₹25.3744 as of 23-Apr-2025.
The AUM of Sundaram Long Term Micro Cap Tax Advantage Fund Series V - Regular Plan Fund is ₹27 Cr as of 31-Mar-2025
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 |
|---|---|
|
6.32
|
|
|
5.20
|
|
|
5.10
|
|
|
4.84
|
|
|
4.66
|
As of 31-Mar-2025, Sundaram Long Term Micro Cap Tax Advantage Fund Series V - Regular Plan had invested 96.83% in Equity and 3.17% in Cash & Cash Eq. See More
Sundaram Long Term Micro Cap Tax Advantage Fund Series V - Regular Plan is 7 years 9 months old. It has delivered 12.67% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
3.45%
|
16.04%
|
34.74%
|
12.35%
|
--
|
12.67%
|
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 --.
