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Scheme Snapshot - Sundaram Long Term Micro Cap Tax Advantage Fund - Series V - Direct Plan

Fund Sundaram LT MCTAVDP (I)
NAV
(Apr 18th, 2024)
23.80
Class Equity - ELSS
Type Closed Ended
Inception Date Mar 29th, 2017
Fund Manager Mr.Rohit Seksaria
Fund Sundaram LT MCTAVDP (I)
Initial Price 10
Min.Inv.Amount 500
Entry Load Nil%
Exit Load Nil%

Objectives

The investment objective of the scheme is 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. the investment will be eligible for Income tax benefit. For the purpose of investment by the scheme ‘micro cap’ stock is defined as one whose market cap is equal to or lower than the 301st Stock by market cap (after sorting the securities in the descending order of market capitalization) on the National Stock exchange of India limited, mumbai, at the time of investment.

Percentage Returns

Returns in % 1 Month Ago 3 Months Ago 1 Year Ago 3 Year Ago
Sundaram LT MCTAVDP (I) 8.32% 1.68% 38.21% 126

Amount Returns (Rs. cr.)

1 Month Ago 3 Months Ago 1 Year Ago 3 Year Ago
21.97 23.41 17.22 10.53

Contact Details

Head Office
AddressSundaram Towers, 2nd Floor, 46 Whites Road, Royapettah,, Chennai (Madras), Tamil Nadu, India, 600014
Email[email protected]
Websitehttp://www.sundarammutual.com
Fax28583156
Phone28583362, 28583367

Registrar

KFIN Technologies Pvt. Ltd.
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