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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)

₹36 Cr

Lock In Period

3 Years

Expense Ratio

1.23

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-8.75-2.017.41
6M-3.83-0.0924.27
1Y-3.551.6778.49
3Y7.4310.86130.26

Portfolio Analysis

  • Equity: 97.92%
  • Debt: 2.09%
  • Others
As on: 2026-09-30
View allocation % by

1. Ujjivan Small Finance Bank Ltd4.47%
2. Equitas Small Finance Bank Limited3.61%
3. CSB Bank Ltd3.17%
4. Bandhan Bank Ltd1.12%

1. MTAR Technologies Ltd7.29%

1. Aster DM Healthcare Ltd6.62%

1. Angel One Ltd4.67%
2. Cholamandalam Financial Holdings Ltd1.56%

1. Rate Gain Travel Technologies Ltd3.72%
2. Birlasoft Ltd1.39%
3. R Systems International Ltd0.96%

1. Procter & Gamble Health Ltd2.66%
2. Natco Pharma Ltd1.42%
3. Granules India Ltd1.06%

1. Sapphire Foods India Ltd2.89%
2. Westlife Foodworld Ltd1.51%

1. Safari Industries (IndiLtd3.93%

1. KSB LTD3.88%

1. Affle (IndiLtd3.83%

1. Green Panel Industries Ltd3.17%
2. Century Plyboards (IndiLtd0.66%

1. Can Fin Homes Ltd2.14%
2. Aavas Financiers Ltd0.91%

1. Eternal Ltd (Previously Zomato Ltd)2.80%

1. Kalpataru Projects International Ltd2.77%

1. Brigade Enterprises Ltd2.68%

1. SIS Ltd2.67%

1. TVS Holdings Ltd2.35%

1. ESAB India Ltd2.24%

1. JK Cement Ltd2.22%

1. Grindwell Norton Ltd1.91%

1. Venus Pipes & Tubes Ltd1.84%

1. Landmark Cars Ltd1.59%

1. RHI Magnesita India Ltd1.47%

1. Clean Science & Technology Ltd1.45%

1. Elecon Engineering Company Ltd1.17%

1. EID Parry India Ltd1.15%

1. Amber Enterprises India Ltd1.04%
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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 ₹36 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 1.23. 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.

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 1.23. 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 : -8.75%
  • 6 Months : -3.83%
  • 1 Year : -3.55%
  • 3 Years : 7.43%
Returns of Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth are updated daily based on NAV of ₹ 27.8460 as on Oct 23,2026. Since inception, the return has been 24.00%.

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.
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