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  • Sundaram-long-term-micro-cap-tax-advantage-fund-series-iii-growth-140513986-2066

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  • 6M
  • 1Y
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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)

₹70 Cr

Lock In Period

3 Years

Expense Ratio

1.41

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 ₹29.3986 NAV as of Mar 13,2026 and returns since inception of 54.73%. Minimum investments start at SIP ₹0. The Sundaram Long Term Micro Cap Tax Advantage Fund - Series III Growth AUM is ₹70 Cr, with a lock-in of 3 Years years, expense ratio of 1.41%, and benchmark Nifty Smallcap 100 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -8.67% 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-8.67-1.727.41
6M-10.151.5524.27
1Y11.106.3378.49
3Y15.6614.25130.26

Portfolio Analysis

  • Equity: 95.92%
  • Debt: 4.07%
  • Others
As on: 2026-01-31
View allocation % by

1. CSB Bank Ltd4.69%
2. Ujjivan Small Finance Bank Ltd4.25%
3. Equitas Small Finance Bank Limited3.77%

1. Angel One Ltd4.67%
2. Cholamandalam Financial Holdings Ltd1.93%

1. Rate Gain Travel Technologies Ltd2.85%
2. Birlasoft Ltd2.27%
3. R Systems International Ltd1.40%

1. Affle (IndiLtd4.66%
2. PVR INOX Ltd1.77%

1. Safari Industries (IndiLtd5.67%

1. Aster DM Healthcare Ltd5.59%

1. Procter & Gamble Health Ltd2.73%
2. Natco Pharma Ltd1.52%

1. Sapphire Foods India Ltd2.84%
2. Westlife Foodworld Ltd1.30%

1. Green Panel Industries Ltd3.12%
2. Century Plyboards (IndiLtd0.83%

1. KSB LTD3.88%

1. TVS Holdings Ltd2.99%

1. Can Fin Homes Ltd2.94%

1. MTAR Technologies Ltd2.92%

1. Kalpataru Projects International Ltd2.43%

1. ESAB India Ltd2.40%

1. SIS Ltd2.31%

1. Grindwell Norton Ltd2.20%

1. JK Cement Ltd2.04%

1. KEI Industries Ltd1.85%

1. RHI Magnesita India Ltd1.79%

1. Brigade Enterprises Ltd1.72%

1. Amber Enterprises India Ltd0.95%
2. Butterfly Gandhimathi Appliances Ltd0.66%

1. Zomato Ltd1.51%

1. Landmark Cars Ltd1.38%

1. Shivalik Bimetal Controls Ltd1.25%

1. Neogen Chemicals Ltd1.18%

1. Navin Fluorine International Ltd1.09%

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 ₹70 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 1.41. 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 FundSBI Long Term Advantage Fund - Series I Growth049.5 CR1.4
This FundSBI Long Term Advantage Fund - Series VI Growth0260.6 CR1.4
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series III Growth070.3 CR1.41
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 FundSBI Long Term Advantage Fund - Series I Growth16.788354.067
This FundSBI Long Term Advantage Fund - Series VI Growth6.344554.184
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series III Growth11.102654.7296
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 1.41. 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 : -8.67%
  • 6 Months : -10.15%
  • 1 Year : 11.10%
  • 3 Years : 15.66%
Returns of Sundaram Long Term Micro Cap Tax Advantage Fund - Series III Growth are updated daily based on NAV of ₹ 29.3986 as on Mar 13,2026. Since inception, the return has been 54.73%.

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 ₹70 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