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Individually analyse each scheme and narrow your options further Every minute detail you need to know about scheme of your choice from asset holdings, best and worst performance and fund returns to competitor analysis; is available in the Fund card.
Using this report card, you can gather vital information regarding the future health of the scheme by analysing the top 10 companies and sectors it invests in. You can also track the fund management’s track record and analyse the philosophy behind scheme’s holdings. All the parameters in the fund card are extremely important and can go a long way in helping you decide which scheme to invest your money.

NAV As on May-20-2022

Sundaram LT Micro Cap Tax Adv Fund-Sr IV-(G)-Direct Plan

Top 10 Holdings
Company
(%)
Angel One Ltd.
4.49
KEI Industries Ltd.
3.92
Century Plyboards (India) Ltd.
3.53
Greenpanel Industries Ltd.
3.21
Navin Fluorine International Ltd.
3.16
CG Power and Industrial Solutions Ltd.
3.01
KPIT Technologies Ltd.
2.96
MM Forgings Ltd.
2.89
Healthcare Global Enterprises Ltd.
2.72
Equitas Holdings Ltd.
2.71
Top 10 Sectors
Sectors
(%)
Wood & Wood Products
6.74
Finance - Stock Broking
6.10
Miscellaneous
5.48
IT - Software
4.40
Cable
3.92
Finance - NBFC
3.65
Chemicals
3.59
Consumer Food
3.57
Pharmaceuticals & Drugs
3.52
Finance - Housing
3.48
Asset Allocation
Market Cap Allocation
  Scheme Benchmark (Nifty Smallcap 100)
Large-Cap 0.00 4.92
Mid-Cap 10.25 61.87
Small-Cap 85.47 149.75

Best and Worst Performance and Ratios

Best Performance in a year
Period Fund (%) Benchmark (%)
Year 31/07/20
to 02/08/21
126.09111.90
Worst Performance in a year
Period Fund (%) Benchmark (%)
Year 22/03/19
to 24/03/20
-45.09-48.94
Ratios
Standard Deviation[%] 23.76
Sharpe Ratio [%] 0.38
Turnover Ratio [%] 23.00
Modified Duration
YTM
Riskometer
very high risk

Investors understand that their principal will be at very high risk

Fund Details
Category
Equity Linked Savings Scheme
Inception Date (Regular Plan)
24-Mar-17
Inception Date (Direct Plan)
24-Mar-17
Expense Ratio (Direct Plan) %
1.32
Expense Ratio (Regular Plan) %
1.43
Investing Style
Small Growth
Fund Manager
Rohit Seksaria,Sudhir Kedia
Scheme Benchmark
NIFTY SMALLCAP 100
AUM (Rs. in Cr.)
36.60
Fund Objective

The investment objective of the scheme is to to generate consistent long-term returns by investing predominantly in equity/equity related instruments of companies that can be termed as micro-caps (as indicated in highlights & Scheme Summary and Part II of this Document)

Growth Chart of the Scheme Versus Benchmark (SIP value Rs10,000)
Sundaram LT Micro Cap Tax Adv Fund-Sr IV-(G)-Direct Plan Nifty Smallcap 100

Performance Comparison with similar Schemes and Benchmark