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Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth INF903JA1526

Last Closing Share Price
Day Range
Year Range
Market Value INR
Net Dividend Yield
Bid/Ask
— / —
Last Actual NAV
Last Actual NAV Date
Estimated NAV
Z-Statistic 1 Yr (Ex Par)
Latest Disc/Prem
Total Dist. Rate (Share Price)

Morningstar’s Analysis

There is no Morningstar Analysis available.

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 YTD
Manager Change : Full Partial
Total Return %
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment (Price)
N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A
Investment (NAV)
N/A N/A N/A -28.90 -11.46 18.44 74.42 4.34 49.81 13.34 N/A
Category (NAV)
N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A
Index (Price)
-0.18 5.37 34.97 0.82 10.38 17.92 29.11 5.67 24.48 14.72 N/A
Quartile Rank
Percentile Rank
# of Invest. in Cat.
Category Name


Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 96.28 0.00 96.28 96.02 100.00
Fixed Income 0.00 0.00 0.00 0.04 0.00
Preferred 0.00 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.00 0.00
Cash 3.72 0.06 3.78 4.03 0.00
Other 0.00 0.00 0.00 0.00 0.00

Stock Style

People

Inception Date
Mar 24, 2017
Number of Managers
2
Longest Tenure
5.8 Years
Average Tenure
4.5 Years
Advisor(s)
Sundaram Asset Management Company Ltd

Management Team

Apr 01, 2019 –Present
Jan 01, 2022 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Return vs. Category

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
35 0
Bond Holding
0 0
Other Holding
1 1
Total Holding
36 1
Equity Holdings
35
Bond Holdings
0
Other Holdings
1
Total Holdings
36
% Assets in Top 10 Holdings
45
Reported Turnover %
8.60
As of 03 / 31 / 24
Women Directors %
19
Women Executives %
8
Holdings
% Portfolio Weight
First Bought
Market Value as of Jan 31, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
6.70 Nov 30, 2021 23,675,840
INR Indian Rupee
11.53 Consumer Cyclical
6.08 Sep 30, 2021 21,475,631
INR Indian Rupee
44.60 Financial Services
4.72 May 31, 2024 16,663,545
INR Indian Rupee
11.13 Healthcare
4.64 May 31, 2021 16,380,894
INR Indian Rupee
-26.95 Basic Materials
4.19 Sep 30, 2020 14,794,507
INR Indian Rupee
-24.37 Financial Services
4.14 May 31, 2017 14,624,168
INR Indian Rupee
21.28 Basic Materials
3.98 Nov 30, 2021 14,070,216
INR Indian Rupee
2.68 Consumer Cyclical
3.86 Apr 30, 2023 13,636,392
INR Indian Rupee
30.23 Communication Services
3.52 Feb 28, 2023 12,438,027
INR Indian Rupee
-40.50 Momentum Financial Services
3.40 May 31, 2019 11,990,428
INR Indian Rupee
0.76 35.71 Basic Materials
Holdings as of Jan 31, 2025 | The top 36 largest holdings are available for display across Equity, Bond and Other.


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