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

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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 ₹26.0620 NAV as of Apr 01,2026 and returns since inception of 51.77%. 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 -9.66% returns, against a category average of -1.83% and a category best of 7.41%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-9.66-1.837.41
6M-11.240.3824.27
1Y2.223.3278.49
3Y14.9210.50130.26

Portfolio Analysis

  • Equity: 94.66%
  • Debt: 5.35%
  • Others
As on: 2026-02-28
View allocation % by

1. Ujjivan Small Finance Bank Ltd4.48%
2. CSB Bank Ltd4.32%
3. Equitas Small Finance Bank Limited3.59%

1. Aster DM Healthcare Ltd6.62%

1. Angel One Ltd4.38%
2. Cholamandalam Financial Holdings Ltd1.96%

1. Rate Gain Travel Technologies Ltd2.46%
2. Birlasoft Ltd2.12%
3. R Systems International Ltd1.06%

1. Affle (IndiLtd3.71%
2. PVR INOX Ltd1.83%

1. Safari Industries (IndiLtd5.26%

1. Sapphire Foods India Ltd2.96%
2. Westlife Foodworld Ltd1.35%

1. Procter & Gamble Health Ltd2.50%
2. Natco Pharma Ltd1.80%

1. MTAR Technologies Ltd3.79%

1. KSB LTD3.71%

1. Can Fin Homes Ltd2.67%
2. Aavas Financiers Ltd1.02%

1. Green Panel Industries Ltd2.88%
2. Century Plyboards (IndiLtd0.76%

1. TVS Holdings Ltd3.12%

1. Kalpataru Projects International Ltd2.64%

1. JK Cement Ltd2.63%

1. ESAB India Ltd2.37%

1. Zomato Ltd2.30%

1. Grindwell Norton Ltd2.21%

1. SIS Ltd2.07%

1. Amber Enterprises India Ltd1.33%
2. Butterfly Gandhimathi Appliances Ltd0.69%

1. RHI Magnesita India Ltd1.77%

1. Landmark Cars Ltd1.47%

1. Brigade Enterprises Ltd1.42%

1. Neogen Chemicals Ltd1.42%

1. Shivalik Bimetal Controls Ltd1.31%

1. Venus Pipes & Tubes Ltd1.02%

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 NameRatingsAUMExpense Ratio
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series VI Growth033.85 CR1.39
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth033.55 CR1.43
This FundICICI Prudential R.I.G.H.T. Fund Growth041.44 CR1.41
This FundSBI Tax Advantage Fund - Series II Growth042.27 CR1.46
Fund Name1Y3Y
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series VI Growth1.819951.5484
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth2.223951.7678
This FundICICI Prudential R.I.G.H.T. Fund Growth10.6102111.0608
This FundSBI Tax Advantage Fund - Series II Growth33.5864130.2485

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 : -9.66%
  • 6 Months : -11.24%
  • 1 Year : 2.22%
  • 3 Years : 14.92%
Returns of Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth are updated daily based on NAV of ₹ 26.0620 as on Apr 01,2026. Since inception, the return has been 51.77%.

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