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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 ₹ & Lump. ₹500

AUM (Fund size)

₹37 Cr

Lock In Period

3 Years

Expense Ratio

1.21

Exit Load

Nil

Benchmark

Nifty Smallcap 100 Total Return

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(%)
1M-3.39-1.177.41
6M18.803.9324.27
1Y7.134.3278.49
3Y11.1313.83130.26

Portfolio Analysis

  • Equity: 95.65%
  • Debt: 4.34%
  • Others
As on: 2026-08-31
View allocation % by

1. Ujjivan Small Finance Bank Ltd4.39%
2. Equitas Small Finance Bank Limited3.72%
3. CSB Bank Ltd3.37%

1. Aster DM Healthcare Ltd6.89%

1. MTAR Technologies Ltd6.33%

1. Angel One Ltd4.70%
2. Cholamandalam Financial Holdings Ltd1.61%

1. Rate Gain Travel Technologies Ltd3.93%
2. Birlasoft Ltd1.43%
3. R Systems International Ltd0.81%

1. Procter & Gamble Health Ltd2.65%
2. Natco Pharma Ltd1.38%
3. Granules India Ltd0.99%

1. Sapphire Foods India Ltd3.06%
2. Westlife Foodworld Ltd1.41%

1. Safari Industries (IndiLtd3.99%

1. Affle (IndiLtd3.89%

1. Green Panel Industries Ltd2.97%
2. Century Plyboards (IndiLtd0.70%

1. KSB LTD3.51%

1. Can Fin Homes Ltd2.28%
2. Aavas Financiers Ltd0.91%

1. Brigade Enterprises Ltd2.93%

1. Eternal Ltd (Previously Zomato Ltd)2.76%

1. Kalpataru Projects International Ltd2.70%

1. SIS Ltd2.62%

1. TVS Holdings Ltd2.46%

1. ESAB India Ltd2.38%

1. JK Cement Ltd2.16%

1. Grindwell Norton Ltd1.86%

1. Landmark Cars Ltd1.66%

1. RHI Magnesita India Ltd1.36%

1. Venus Pipes & Tubes Ltd1.36%

1. EID Parry India Ltd1.29%

1. Amber Enterprises India Ltd1.14%

1. Shivalik Bimetal Controls Ltd1.13%

1. Interglobe Aviation Ltd1.01%
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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 ₹37 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 1.21. 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
ICICI Prudential Long Term Wealth Enhancement Fund Growth039 CR1.21
Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI Growth036 CR1.2
Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth037 CR1.21
ICICI Prudential R.I.G.H.T. Fund Growth041 CR1.41
SBI Tax Advantage Fund - Series II Growth042 CR1.46
Fund Name1Y3Y
This FundICICI Prudential Long Term Wealth Enhancement Fund Growth-5.186940.399
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series VI Growth5.887640.4464
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth6.418840.722
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 1.21. 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 : -3.39%
  • 6 Months : 18.80%
  • 1 Year : 7.13%
  • 3 Years : 11.13%
Returns of Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth are updated daily based on NAV of ₹ 30.369 as on Sep 28,2026. Since inception, the return has been 37.23%.

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 ₹37 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.
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