• Home
  • Mutual Funds
  • Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth

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

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

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

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.980.327.41
6M13.572.6124.27
1Y9.955.3678.49
3Y14.8414.56130.26

Portfolio Analysis

  • Equity: 96.52%
  • Debt: 3.47%
  • Others
As on: 2026-07-31
View allocation % by

1. Ujjivan Small Finance Bank Ltd5.00%
2. Equitas Small Finance Bank Limited3.78%
3. CSB Bank Ltd3.23%

1. Aster DM Healthcare Ltd7.50%

1. Angel One Ltd4.88%
2. Cholamandalam Financial Holdings Ltd1.66%

1. Rate Gain Travel Technologies Ltd3.85%
2. Birlasoft Ltd1.48%
3. R Systems International Ltd0.86%

1. Affle (IndiLtd3.86%
2. PVR INOX Ltd1.83%

1. MTAR Technologies Ltd5.14%

1. Procter & Gamble Health Ltd3.03%
2. Natco Pharma Ltd1.51%

1. Safari Industries (IndiLtd4.12%

1. KSB LTD3.72%

1. Sapphire Foods India Ltd2.42%
2. Westlife Foodworld Ltd1.25%

1. Can Fin Homes Ltd2.35%
2. Aavas Financiers Ltd0.98%

1. Green Panel Industries Ltd2.44%
2. Century Plyboards (IndiLtd0.74%

1. TVS Holdings Ltd2.74%

1. Brigade Enterprises Ltd2.59%

1. SIS Ltd2.58%

1. Grindwell Norton Ltd2.55%

1. Eternal Ltd (Previously Zomato Ltd)2.55%

1. Kalpataru Projects International Ltd2.48%

1. JK Cement Ltd2.29%

1. ESAB India Ltd2.19%

1. Shivalik Bimetal Controls Ltd1.97%

1. Landmark Cars Ltd1.73%

1. RHI Magnesita India Ltd1.42%

1. Venus Pipes & Tubes Ltd1.37%

1. EID Parry India Ltd1.23%

1. Amber Enterprises India Ltd1.12%

1. Ganesha Ecosphere Ltd1.06%

1. Elecon Engineering Company Ltd1.02%
No Data Found
No Data Found

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
Sundaram Long Term Micro Cap Tax Advantage Fund - Series III Growth077 CR1.21
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 FundSundaram Long Term Micro Cap Tax Advantage Fund - Series III Growth10.22350.8962
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth9.948951.4414
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 : 0.98%
  • 6 Months : 13.57%
  • 1 Year : 9.95%
  • 3 Years : 14.84%
Returns of Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth are updated daily based on NAV of ₹ 31.8401 as on Aug 20,2026. Since inception, the return has been 51.44%.

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.