
Sundaram LT Micro Cap Tax Adv Fund-Sr IV-(G)-Direct Plan
+14.96%
5Y annualised
+14.96%
5Y annualised
+0.17% 1D
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Buy, Hold or Sell?
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NAV : 16 Sep 2026
₹31.24
Min. SIP amount
--
Fund size (AUM)
37 Cr
Expense ratio
1.33%
Launched on
24 Mar 2017
Lock-in period
3Y
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 16 Sep 2026
₹31.24
Min. SIP amount
--
Fund size (AUM)
37 Cr
Expense ratio
1.33%
Launched on
24 Mar 2017
Lock-in period
3Y
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
3.77%
Mid Cap
3.76%
Small Cap
88.13%
Others
4.33%
Sector Allocation
Capital Goods
14.59%
Finance
11.95%
Healthcare
11.92%
Bank
11.48%
It
10.06%
Fmcg
7.06%
Construction Materials
5.83%
Cash & Cash Equivalents And Net Assets
4.33%
Others
22.78%
Returns vs rankings
Exit load, stamp duty and tax
Exit load
If units sold on or before 0
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Rohit Seksaria
Present
Similar/Peer Fund Comparison
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Sundaram LT Micro Cap Tax Adv Fund-Sr IV-(G)-Direct Plan
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FAQs
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