Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular-Growth
Equity
ELSS - Tax Saver
₹0.01% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Other Info
Fund Overview
Rating
Not Rated
Minimum Investment
₹500
NAV (Net Asset Value)
₹N/A
AUM (Fund size)
₹70 Cr
Created on
5 Nov 2016
Fund Ranking
#11
/ 38 in ELSS - Tax Saver
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
6 Month
-0.8%
1 Year
-0.2%
3 Year (CAGR)
8.8%
All Time (CAGR)
12.9%
Category Return
6 Month
7.6%
1 Year
0.7%
3 Year (CAGR)
11.5%
All Time (CAGR)
19.3%
Asset Allocation
Equity
92.7%
Debt
0.1%
Other
7.2%
Top 5 Holdings
Top 5 Sectors
Can Fin Homes
2.33%
EID Parry
1.10%
Esab India
2.33%
Ganesha Ecosphere
1.01%
Grindwell Norton
1.75%
Fund Information
Expense Ratio
1.24%
Exit Load
No Exit Load
Lock-In Period
3 Years
Managed By
Dwijendra Srivastava
Aug 2016 - Present
Sudhir Kedia
Jan 2022 - Present
Rohit Seksaria
April 2019 - Present
Risk & Return Ratio
Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance.
0.22
Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment.
19.99
Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance.
-1.21
Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility.