• Home
  • Mutual Funds
  • Sundaram Long Term Micro Cap Tax Advantage Fund - Series III Growth

Sundaram Long Term Micro Cap Tax Advantage Fund - Series III Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Sundaram Long Term Micro Cap Tax Advantage Fund - Series III Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹500

AUM (Fund size)

₹78 Cr

Lock In Period

3 Years

Expense Ratio

1.2

Exit Load

Nil

Benchmark

Nifty Smallcap 100 Total Return

Sundaram Long Term Micro Cap Tax Advantage Fund - Series III Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-4.78-0.967.41
6M8.532.7324.27
1Y2.313.5478.49
3Y9.9414.25130.26

Portfolio Analysis

  • Equity: 95.16%
  • Debt: 4.85%
  • Others
As on: 2026-08-31
View allocation % by

1. Ujjivan Small Finance Bank Ltd3.88%
2. Equitas Small Finance Bank Limited3.62%
3. CSB Bank Ltd3.35%

1. Aster DM Healthcare Ltd6.97%

1. MTAR Technologies Ltd6.38%

1. Rate Gain Travel Technologies Ltd3.97%
2. Birlasoft Ltd1.44%
3. R Systems International Ltd0.83%

1. Angel One Ltd3.97%
2. Cholamandalam Financial Holdings Ltd1.58%

1. Procter & Gamble Health Ltd2.70%
2. Natco Pharma Ltd1.40%
3. Granules India Ltd0.99%

1. Sapphire Foods India Ltd3.19%
2. Westlife Foodworld Ltd1.37%

1. Affle (IndiLtd4.38%

1. KSB LTD4.03%

1. Safari Industries (IndiLtd3.84%

1. Can Fin Homes Ltd2.29%
2. Aavas Financiers Ltd0.90%

1. Brigade Enterprises Ltd3.13%

1. Eternal Ltd (Previously Zomato Ltd)2.77%

1. Kalpataru Projects International Ltd2.71%

1. SIS Ltd2.67%

1. Green Panel Industries Ltd1.94%
2. Century Plyboards (IndiLtd0.71%

1. ESAB India Ltd2.40%

1. TVS Holdings Ltd2.39%

1. Interglobe Aviation Ltd2.02%

1. JK Cement Ltd1.72%

1. Grindwell Norton Ltd1.68%

1. Landmark Cars Ltd1.67%

1. Venus Pipes & Tubes Ltd1.36%

1. RHI Magnesita India Ltd1.36%

1. EID Parry India Ltd1.30%

1. Shivalik Bimetal Controls Ltd1.17%

1. Amber Enterprises India Ltd1.16%
No Data Found
No Data Found

About Fund Sundaram Long Term Micro Cap Tax Advantage Fund - Series III Growth

Sundaram Long Term Micro Cap Tax Advantage Fund - Series III Growth managed by Sundaram Mutual Fund,is a Equity - ELSSscheme with Assets Under Management of ₹78 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 1.2. 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.

Fund Managers

Rohit Seksaria

Mr. Rohit Seksaria is CS, CA & has done MBA from IIM Ahmedabad. Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

Sundaram Long Term Micro Cap Tax Advantage Fund - Series III Growth FAQs

Sundaram Long Term Micro Cap Tax Advantage Fund - Series III 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 III Growth is 1.2. 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 III Growth’s fund performance is as follows:
  • 1 Month : -4.78%
  • 6 Months : 8.53%
  • 1 Year : 2.31%
  • 3 Years : 9.94%
Returns of Sundaram Long Term Micro Cap Tax Advantage Fund - Series III Growth are updated daily based on NAV of ₹ 34.2753 as on Oct 12,2026. Since inception, the return has been 32.88%.

You can invest in Sundaram Long Term Micro Cap Tax Advantage Fund - Series III 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 III Growth is ₹78 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 III Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
  • Daily Research Calls
  • ₹0 AMC for First Year
  • Dedicated RM Support
Open a Free Demat Account
+ Free 1st Year AMC