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

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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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

1.21

Exit Load

Nil

Benchmark

Nifty Smallcap 100 Total Return

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.120.327.41
6M14.122.6124.27
1Y10.225.3678.49
3Y14.7014.56130.26

Portfolio Analysis

  • Equity: 96.35%
  • Debt: 3.66%
  • Others
As on: 2026-07-31
View allocation % by

1. Ujjivan Small Finance Bank Ltd4.26%
2. Equitas Small Finance Bank Limited3.69%
3. CSB Bank Ltd3.23%

1. Aster DM Healthcare Ltd7.60%

1. Rate Gain Travel Technologies Ltd3.90%
2. Birlasoft Ltd1.50%
3. R Systems International Ltd0.89%

1. Affle (IndiLtd4.36%
2. PVR INOX Ltd1.88%

1. Angel One Ltd4.13%
2. Cholamandalam Financial Holdings Ltd1.63%

1. MTAR Technologies Ltd5.20%

1. Procter & Gamble Health Ltd3.10%
2. Natco Pharma Ltd1.53%

1. KSB LTD4.28%

1. Safari Industries (IndiLtd3.97%

1. Sapphire Foods India Ltd2.53%
2. Westlife Foodworld Ltd1.22%

1. Can Fin Homes Ltd2.36%
2. Aavas Financiers Ltd0.98%

1. Green Panel Industries Ltd2.40%
2. Century Plyboards (IndiLtd0.75%

1. Brigade Enterprises Ltd2.78%

1. Grindwell Norton Ltd2.75%

1. TVS Holdings Ltd2.67%

1. SIS Ltd2.64%

1. Eternal Ltd (Previously Zomato Ltd)2.56%

1. Kalpataru Projects International Ltd2.50%

1. ESAB India Ltd2.21%

1. Shivalik Bimetal Controls Ltd2.02%

1. JK Cement Ltd1.83%

1. Landmark Cars Ltd1.74%

1. RHI Magnesita India Ltd1.42%

1. Venus Pipes & Tubes Ltd1.39%

1. EID Parry India Ltd1.23%

1. Amber Enterprises India Ltd1.13%

1. Ganesha Ecosphere Ltd1.07%

1. Elecon Engineering Company Ltd1.02%
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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 1.21. 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
Sundaram Long Term Micro Cap Tax Advantage Fund - Series III Growth077 CR1.21
ICICI Prudential R.I.G.H.T. Fund Growth041 CR1.41
SBI Tax Advantage Fund - Series II Growth042 CR1.46
Fund Name1Y3Y
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series III Growth10.22350.8962
This FundICICI Prudential R.I.G.H.T. Fund Growth10.6102111.0608
This FundSBI Tax Advantage Fund - Series II Growth33.5864130.2485

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 1.21. 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 : 1.12%
  • 6 Months : 14.12%
  • 1 Year : 10.22%
  • 3 Years : 14.70%
Returns of Sundaram Long Term Micro Cap Tax Advantage Fund - Series III Growth are updated daily based on NAV of ₹ 36.6056 as on Aug 20,2026. Since inception, the return has been 50.90%.

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.