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

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Showing Funds Performance since Sep 07, 2020

Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth Fund Overview

Min. investment

SIP ₹0 & Lump. ₹500

AUM (Fund size)

₹36 Cr

Lock In Period

3 Years

Expense Ratio

1.18

Exit Load

Nil

Benchmark

Nifty Smallcap 100 Total Return

Summary

Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth NAV is ₹30.1226 as of 2 Jun, 2026. Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth has delivered 63.71% returns since its launch. The minimum SIP investment amount in Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth is ₹0. The AUM of Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth is ₹36 Cr. The expense ratio of the fund is 1.18%, and its benchmark is Nifty Smallcap 100 Total Return. The current exit load of the fund is Nil. In the last 1M months, Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth has delivered 3.35% returns.

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.350.347.41
6M4.041.6024.27
1Y10.764.9578.49
3Y17.8614.76130.26

Portfolio Analysis

  • Equity: 95.88%
  • Debt: 4.10%
  • Others
As on: 2026-04-30
View allocation % by

1. Ujjivan Small Finance Bank Ltd4.10%
2. CSB Bank Ltd3.88%
3. Equitas Small Finance Bank Limited3.48%

1. Angel One Ltd5.24%
2. Cholamandalam Financial Holdings Ltd1.74%

1. Aster DM Healthcare Ltd6.62%

1. MTAR Technologies Ltd6.01%

1. Rate Gain Travel Technologies Ltd2.62%
2. Birlasoft Ltd1.88%
3. R Systems International Ltd0.90%

1. Affle (IndiLtd3.58%
2. PVR INOX Ltd1.79%

1. KSB LTD4.41%

1. Procter & Gamble Health Ltd2.48%
2. Natco Pharma Ltd1.87%

1. Sapphire Foods India Ltd2.78%
2. Westlife Foodworld Ltd1.22%

1. Safari Industries (IndiLtd3.87%

1. Green Panel Industries Ltd3.00%
2. Century Plyboards (IndiLtd0.77%

1. Can Fin Homes Ltd2.57%
2. Aavas Financiers Ltd1.03%

1. TVS Holdings Ltd2.75%

1. ESAB India Ltd2.53%

1. Kalpataru Projects International Ltd2.49%

1. JK Cement Ltd2.30%

1. SIS Ltd2.25%

1. Zomato Ltd2.15%

1. Grindwell Norton Ltd1.96%

1. Amber Enterprises India Ltd1.25%
2. Butterfly Gandhimathi Appliances Ltd0.64%

1. Shivalik Bimetal Controls Ltd1.62%

1. RHI Magnesita India Ltd1.53%

1. Brigade Enterprises Ltd1.51%

1. Neogen Chemicals Ltd1.48%

1. Landmark Cars Ltd1.33%

1. Elecon Engineering Company Ltd1.28%

1. Venus Pipes & Tubes Ltd1.18%

About Fund Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth

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 ₹36 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 1.18. 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 VI Growth036.6 CR1.17
Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth035.88 CR1.18
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 FundSundaram Long Term Micro Cap Tax Advantage Fund - Series VI Growth10.201662.8646
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth10.761263.7063
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 IV Growth 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 1.18. 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 : 3.35%
  • 6 Months : 4.04%
  • 1 Year : 10.76%
  • 3 Years : 17.86%
Returns of Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth are updated daily based on NAV of ₹ 30.1226 as on May 29,2026. Since inception, the return has been 63.71%.

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 ₹36 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.