Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular-Growth
₹0.12% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
- Minimum Investment₹500
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹79 Cr
- Created on5 Nov 2016
Fund Ranking
#8
/ 38 in
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month15.2%
- 1 Year6.3%
- 3 Year (CAGR)15.1%
- All Time (CAGR)14.2%
Category Return
- 6 Month1.4%
- 1 Year-1.4%
- 3 Year (CAGR)11.7%
- All Time (CAGR)-
Asset Allocation
- Equity96.6%
- Other3.4%
Top 5 Holdings
Top 5 Sectors
- Can Fin Homes2.79%
- EID Parry1.03%
- Esab India2.50%
- Butterfly Gandhimathi0.67%
- Ganesha Ecosphere0.80%
Fund Information
- Expense Ratio1.21%
- Exit LoadNo Exit Load
- Lock-In Period3 Years
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.55 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 19.52 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 2.94 - 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. 1.09