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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹500

AUM (Fund size)

₹29 Cr

Lock In Period

3 Years

Expense Ratio

1.39

Benchmark

Nifty Smallcap 100 Total Return

Exit Load

Nil

Summary

Latest details for Sundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth include a ₹24.9585 NAV as of Mar 13,2026 and returns since inception of 57.22%. Minimum investments start at SIP ₹0. The Sundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth AUM is ₹29 Cr, with a lock-in of 3 Years years, expense ratio of 1.39%, and benchmark Nifty Smallcap 100 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -8.47% returns, against a category average of -1.72% and a category best of 7.41%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-8.47-1.727.41
6M-9.791.5524.27
1Y11.456.3378.49
3Y16.2814.25130.26

Portfolio Analysis

  • Equity: 95.64%
  • Debt: 4.37%
  • Others
As on: 2026-01-31
View allocation % by

1. Ujjivan Small Finance Bank Ltd4.82%
2. CSB Bank Ltd4.68%
3. Equitas Small Finance Bank Limited3.41%

1. Affle (IndiLtd4.68%
2. PVR INOX Ltd1.96%

1. Rate Gain Travel Technologies Ltd2.77%
2. Birlasoft Ltd2.22%
3. R Systems International Ltd1.37%

1. Angel One Ltd3.88%
2. Cholamandalam Financial Holdings Ltd1.87%

1. Aster DM Healthcare Ltd5.45%

1. Can Fin Homes Ltd3.42%
2. PNB Housing Finance Ltd1.48%

1. Safari Industries (IndiLtd4.65%

1. Procter & Gamble Health Ltd2.87%
2. Natco Pharma Ltd1.48%

1. Sapphire Foods India Ltd2.81%
2. Westlife Foodworld Ltd1.37%

1. Green Panel Industries Ltd3.11%
2. Century Plyboards (IndiLtd0.83%

1. KSB LTD3.74%

1. TVS Holdings Ltd3.11%

1. MTAR Technologies Ltd2.87%

1. Kalpataru Projects International Ltd2.38%

1. JK Cement Ltd2.38%

1. ESAB India Ltd2.34%

1. SIS Ltd2.26%

1. KEI Industries Ltd2.00%

1. RHI Magnesita India Ltd1.78%

1. Amber Enterprises India Ltd0.95%
2. Butterfly Gandhimathi Appliances Ltd0.67%

1. Grindwell Norton Ltd1.61%

1. Zomato Ltd1.50%

1. Brigade Enterprises Ltd1.45%

1. Landmark Cars Ltd1.38%

1. Shivalik Bimetal Controls Ltd1.23%

1. Navin Fluorine International Ltd1.17%

1. Neogen Chemicals Ltd1.17%

About Fund

Sundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth managed by Sundaram Mutual Fund,is a Equity - ELSSscheme with Assets Under Management of ₹29 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 1.39. Under the expert guidance of Rohit Seksaria ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundUTI Long Term Advantage Fund - Series V Growth0115.08 CR1.3
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth028.69 CR1.39
This FundICICI Prudential R.I.G.H.T. Fund Growth041.44 CR1.41
This FundSBI Tax Advantage Fund - Series II Growth042.27 CR1.46
Fund Name1Y3Y
This FundUTI Long Term Advantage Fund - Series V Growth77.384357.0173
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth11.44857.2215
This FundICICI Prudential R.I.G.H.T. Fund Growth10.6102111.0608
This FundSBI Tax Advantage Fund - Series II Growth33.5864130.2485

FAQs

Sundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth is 1.39. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth’s fund performance is as follows:
  • 1 Month : -8.47%
  • 6 Months : -9.79%
  • 1 Year : 11.45%
  • 3 Years : 16.28%
Returns of Sundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth are updated daily based on NAV of ₹ 24.9585 as on Mar 13,2026. Since inception, the return has been 57.22%.

You can invest in Sundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth is ₹29 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500