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

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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹500

AUM (Fund size)

₹63 Cr

Lock In Period

3 Years

Expense Ratio

1.4

Benchmark

Nifty Smallcap 100 Total Return

Exit Load

Nil

Summary

Latest details for Sundaram Long Term Micro Cap Tax Advantage Fund - Series III Growth include a ₹35.1983 NAV as of May 08,2026 and returns since inception of 69.09%. Minimum investments start at SIP ₹0. The Sundaram Long Term Micro Cap Tax Advantage Fund - Series III Growth AUM is ₹63 Cr, with a lock-in of 3 Years years, expense ratio of 1.4%, and benchmark Nifty Smallcap 100 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 16.57% returns, against a category average of 1.13% and a category best of 16.61%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M16.571.1316.61
6M5.011.9324.27
1Y20.095.3778.49
3Y19.1313.84130.26

Portfolio Analysis

  • Equity: 94.73%
  • Debt: 5.27%
  • Others
As on: 2026-03-31
View allocation % by

1. CSB Bank Ltd4.09%
2. Ujjivan Small Finance Bank Ltd3.68%
3. Equitas Small Finance Bank Limited3.12%

1. Aster DM Healthcare Ltd7.60%

1. Affle (IndiLtd4.89%
2. PVR INOX Ltd1.87%

1. Angel One Ltd4.69%
2. Cholamandalam Financial Holdings Ltd1.78%

1. Rate Gain Travel Technologies Ltd2.28%
2. Birlasoft Ltd2.03%
3. R Systems International Ltd0.97%

1. KSB LTD4.90%

1. Procter & Gamble Health Ltd2.76%
2. Natco Pharma Ltd1.99%

1. Safari Industries (IndiLtd4.47%

1. Sapphire Foods India Ltd2.52%
2. Westlife Foodworld Ltd1.43%

1. MTAR Technologies Ltd3.87%

1. Can Fin Homes Ltd2.80%
2. Aavas Financiers Ltd0.95%

1. Green Panel Industries Ltd2.61%
2. Century Plyboards (IndiLtd0.81%

1. TVS Holdings Ltd3.11%

1. Kalpataru Projects International Ltd2.52%

1. ESAB India Ltd2.39%

1. Zomato Ltd2.38%

1. Grindwell Norton Ltd2.16%

1. SIS Ltd2.15%

1. JK Cement Ltd2.10%

1. Amber Enterprises India Ltd1.22%
2. Butterfly Gandhimathi Appliances Ltd0.72%

1. Brigade Enterprises Ltd1.67%

1. RHI Magnesita India Ltd1.52%

1. Landmark Cars Ltd1.44%

1. Shivalik Bimetal Controls Ltd1.28%

1. Neogen Chemicals Ltd1.20%

About Fund

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 ₹63 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 1.4. 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundBank of India Mid Cap Tax Fund Series 2 Growth027.91 CR1.44
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series III Growth063.44 CR1.4
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 FundBank of India Mid Cap Tax Fund Series 2 Growth14.854268.5801
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series III Growth20.085869.0893
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 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 1.4. 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 : 16.57%
  • 6 Months : 5.01%
  • 1 Year : 20.09%
  • 3 Years : 19.13%
Returns of Sundaram Long Term Micro Cap Tax Advantage Fund - Series III Growth are updated daily based on NAV of ₹ 35.1983 as on May 08,2026. Since inception, the return has been 69.09%.

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 ₹63 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.
Min Inv Amount: ₹500