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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)

₹30 Cr

Lock In Period

3 Years

Expense Ratio

1.42

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 ₹29.3581 NAV as of Apr 21,2026 and returns since inception of 66.33%. Minimum investments start at SIP ₹0. The Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth AUM is ₹30 Cr, with a lock-in of 3 Years years, expense ratio of 1.42%, and benchmark Nifty Smallcap 100 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 13.03% returns, against a category average of 1.27% and a category best of 13.31%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M13.031.2713.31
6M-1.861.4024.27
1Y14.135.6778.49
3Y18.4814.80130.26

Portfolio Analysis

  • Equity: 93.83%
  • Debt: 6.17%
  • Others
As on: 2026-03-31
View allocation % by

1. Ujjivan Small Finance Bank Ltd4.30%
2. CSB Bank Ltd4.08%
3. Equitas Small Finance Bank Limited3.18%

1. Aster DM Healthcare Ltd7.47%

1. Angel One Ltd4.72%
2. Cholamandalam Financial Holdings Ltd1.81%

1. Affle (IndiLtd4.31%
2. PVR INOX Ltd1.82%

1. Rate Gain Travel Technologies Ltd2.25%
2. Birlasoft Ltd2.00%
3. R Systems International Ltd0.94%

1. Procter & Gamble Health Ltd2.70%
2. Natco Pharma Ltd1.96%

1. Safari Industries (IndiLtd4.62%

1. KSB LTD4.24%

1. Sapphire Foods India Ltd2.40%
2. Westlife Foodworld Ltd1.45%

1. MTAR Technologies Ltd3.81%

1. Can Fin Homes Ltd2.77%
2. Aavas Financiers Ltd0.95%

1. Green Panel Industries Ltd2.65%
2. Century Plyboards (IndiLtd0.80%

1. TVS Holdings Ltd3.18%

1. JK Cement Ltd2.61%

1. Kalpataru Projects International Ltd2.49%

1. Zomato Ltd2.36%

1. ESAB India Ltd2.36%

1. SIS Ltd2.10%

1. Grindwell Norton Ltd1.99%

1. Amber Enterprises India Ltd1.20%
2. Butterfly Gandhimathi Appliances Ltd0.75%

1. RHI Magnesita India Ltd1.51%

1. Brigade Enterprises Ltd1.47%

1. Landmark Cars Ltd1.42%

1. Shivalik Bimetal Controls Ltd1.25%

1. Neogen Chemicals Ltd1.19%

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 ₹30 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 1.42. 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
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series VI Growth030.91 CR1.39
This FundUTI Long Term Advantage Fund - Series III Growth0260.96 CR1.42
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth030.4 CR1.42
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 Growth13.473365.9078
This FundUTI Long Term Advantage Fund - Series III Growth76.537766.2307
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth14.129766.3347
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 1.42. 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 : 13.03%
  • 6 Months : -1.86%
  • 1 Year : 14.13%
  • 3 Years : 18.48%
Returns of Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth are updated daily based on NAV of ₹ 29.3581 as on Apr 21,2026. Since inception, the return has been 66.33%.

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 ₹30 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