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

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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 ₹0 & Lump. ₹500

AUM (Fund size)

₹76 Cr

Lock In Period

3 Years

Expense Ratio

1.19

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(%)
1M4.670.907.41
6M9.942.3924.27
1Y6.924.8878.49
3Y16.0215.19130.26

Portfolio Analysis

  • Equity: 96.36%
  • Debt: 3.64%
  • Others
As on: 2026-05-31
View allocation % by

1. CSB Bank Ltd3.55%
2. Equitas Small Finance Bank Limited3.55%
3. Ujjivan Small Finance Bank Ltd3.32%

1. MTAR Technologies Ltd7.36%

1. Aster DM Healthcare Ltd6.92%

1. Angel One Ltd4.81%
2. Cholamandalam Financial Holdings Ltd1.73%

1. Rate Gain Travel Technologies Ltd3.26%
2. Birlasoft Ltd1.63%
3. R Systems International Ltd0.92%

1. Affle (IndiLtd4.13%
2. PVR INOX Ltd1.64%

1. Procter & Gamble Health Ltd2.92%
2. Natco Pharma Ltd1.74%

1. KSB LTD4.07%

1. Safari Industries (IndiLtd3.94%

1. Sapphire Foods India Ltd2.54%
2. Westlife Foodworld Ltd1.12%

1. Can Fin Homes Ltd2.46%
2. Aavas Financiers Ltd0.99%

1. Green Panel Industries Ltd2.37%
2. Century Plyboards (IndiLtd0.75%

1. ESAB India Ltd2.63%

1. Kalpataru Projects International Ltd2.60%

1. SIS Ltd2.59%

1. TVS Holdings Ltd2.53%

1. Grindwell Norton Ltd2.46%

1. Zomato Ltd2.18%

1. Shivalik Bimetal Controls Ltd2.05%

1. Amber Enterprises India Ltd1.19%
2. Butterfly Gandhimathi Appliances Ltd0.68%

1. JK Cement Ltd1.79%

1. Neogen Chemicals Ltd1.69%

1. RHI Magnesita India Ltd1.53%

1. Brigade Enterprises Ltd1.40%

1. Elecon Engineering Company Ltd1.27%

1. Landmark Cars Ltd1.26%

1. Venus Pipes & Tubes Ltd1.20%

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 ₹76 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 1.19. 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
Bank of India Mid Cap Tax Fund Series 1 Growth063.77 CR1.3
Sundaram Long Term Micro Cap Tax Advantage Fund - Series III Growth075.75 CR1.19
ICICI Prudential R.I.G.H.T. Fund Growth041.44 CR1.41
SBI Tax Advantage Fund - Series II Growth042.27 CR1.46
Fund Name1Y3Y
This FundBank of India Mid Cap Tax Fund Series 1 Growth4.256955.2095
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series III Growth6.923556.1652
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 1.19. 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 : 4.67%
  • 6 Months : 9.94%
  • 1 Year : 6.92%
  • 3 Years : 16.02%
Returns of Sundaram Long Term Micro Cap Tax Advantage Fund - Series III Growth are updated daily based on NAV of ₹ 36.8569 as on Jul 10,2026. Since inception, the return has been 56.17%.

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 ₹76 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.