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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 ₹33.9672 NAV as of Apr 22,2026 and returns since inception of 67.25%. 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 14.77% returns, against a category average of 6.20% and a category best of 14.83%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M14.776.2014.83
6M-0.592.5424.27
1Y13.2518.6178.49
3Y18.7054.53130.26

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 FundICICI Prudential Long Term Wealth Enhancement Fund Growth035.02 CR1.39
This FundUTI Long Term Advantage Fund - Series III Growth0260.96 CR1.42
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 FundICICI Prudential Long Term Wealth Enhancement Fund Growth3.819666.1234
This FundUTI Long Term Advantage Fund - Series III Growth76.537766.2307
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series III Growth13.250967.2457
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 : 14.77%
  • 6 Months : -0.59%
  • 1 Year : 13.25%
  • 3 Years : 18.70%
Returns of Sundaram Long Term Micro Cap Tax Advantage Fund - Series III Growth are updated daily based on NAV of ₹ 33.9672 as on Apr 22,2026. Since inception, the return has been 67.25%.

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