Sundaram Long Term Micro Cap Tax Advantage Fund

Series III - VI

(A close-ended Equity Linked Savings Scheme)

About This Fund

10 year close-ended Equity Linked Savings Scheme with 3-year lock-in.
Allows for income tax benefit under Section 80C of the Income Tax Act, 1961.
Aims to generate capital appreciation by investing predominantly in equity and equity related instruments of companies that can be termed as micro-caps. Micro caps are defined as companies ranked 301st and above by market capitalization on the NSE.
Buy-and-Hold approach to enable alpha generation during periods of strong economic expansion.

Fund Name	Inception Date	Maturity Date
Sundaram Long Term Micro Cap Tax Advantage Fund Series III	18 Nov 2016	18 Nov 2026
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV	24 Mar 2017	24 Mar 2027
Sundaram Long Term Micro Cap Tax Advantage Fund Series V	5 Jul 2017	5 Jul 2027
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI	28 Sep 2017	28 Sep 2027

Scheme Type

ELSS

Benchmark

Nifty Small Cap 100 TRI

Fund Managers

Mr. Rohit Seksaria

Available Plans

Regular, Direct

Repayment Options

Income Distribution cum Capital Withdrawal (IDCW): Payout, Reinvestment, Transfer

Exit Load

Nil

Benchmark

Fund

This product is suitable for investors who are seeking*

Capital appreciation over a period of 10 years
Investment in equity and equity related instruments of companies that can be termed as micro-caps along with income tax benefit

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Past performance may or may not be sustained in future.