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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹500
AUM (Fund size)
₹34 Cr
Lock In Period
3 Years
Expense Ratio
1.43
Benchmark
Nifty Smallcap 100 Total Return
Exit Load
Nil
Summary
Latest details for Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth include a ₹28.0347 NAV as of Feb 20,2026 and returns since inception of 67.11%. Minimum investments start at SIP ₹0. The Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth AUM is ₹34 Cr, with a lock-in of 3 Years years, expense ratio of 1.43%, and benchmark Nifty Smallcap 100 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2026-01-31
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About Fund
Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth managed by Sundaram Mutual Fund,is a Equity - ELSSscheme with Assets Under Management of ₹34 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 1.43. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundICICI Prudential Long Term Wealth Enhancement Fund Growth | 0 | 39.6 CR | 1.39 |
| This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth | 0 | 33.87 CR | 1.43 |
| This FundICICI Prudential R.I.G.H.T. Fund Growth | 0 | 41.44 CR | 1.41 |
| This FundSBI Tax Advantage Fund - Series II Growth | 0 | 42.27 CR | 1.46 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential Long Term Wealth Enhancement Fund Growth | 11.6743 | 66.7431 |
| This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth | 14.1938 | 67.1097 |
| This FundICICI Prudential R.I.G.H.T. Fund Growth | 10.6102 | 111.0608 |
| This FundSBI Tax Advantage Fund - Series II Growth | 33.5864 | 130.2485 |
FAQs
Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV 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 IV Growth is 1.43. 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 IV Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
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You can invest in Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV 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 IV Growth is ₹34 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 IV 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