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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

1.19

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-0.34-0.067.41
6M10.802.3224.27
1Y6.954.3278.49
3Y14.6012.21130.26

Portfolio Analysis

  • Equity: 96.71%
  • Debt: 3.30%
  • Others
As on: 2026-06-30
View allocation % by

1. Ujjivan Small Finance Bank Ltd4.10%
2. Equitas Small Finance Bank Limited3.78%
3. CSB Bank Ltd3.32%

1. Angel One Ltd5.40%
2. Cholamandalam Financial Holdings Ltd1.79%

1. Aster DM Healthcare Ltd7.13%

1. MTAR Technologies Ltd6.83%

1. Rate Gain Travel Technologies Ltd3.76%
2. Birlasoft Ltd1.40%
3. R Systems International Ltd0.77%

1. Affle (IndiLtd3.44%
2. PVR INOX Ltd1.55%

1. Procter & Gamble Health Ltd2.90%
2. Natco Pharma Ltd1.53%

1. Safari Industries (IndiLtd4.20%

1. KSB LTD4.16%

1. Can Fin Homes Ltd2.48%
2. Aavas Financiers Ltd1.09%

1. Sapphire Foods India Ltd2.36%
2. Westlife Foodworld Ltd1.20%

1. Green Panel Industries Ltd2.41%
2. Century Plyboards (IndiLtd0.69%

1. Kalpataru Projects International Ltd2.63%

1. Grindwell Norton Ltd2.59%

1. TVS Holdings Ltd2.54%

1. SIS Ltd2.53%

1. JK Cement Ltd2.28%

1. Brigade Enterprises Ltd2.23%

1. Zomato Ltd2.22%

1. ESAB India Ltd2.22%

1. Shivalik Bimetal Controls Ltd1.99%

1. Amber Enterprises India Ltd1.13%
2. Butterfly Gandhimathi Appliances Ltd0.66%

1. Venus Pipes & Tubes Ltd1.42%

1. Landmark Cars Ltd1.40%

1. RHI Magnesita India Ltd1.34%

1. Elecon Engineering Company Ltd1.29%

1. EID Parry India Ltd1.15%

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 1.19. 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 Growth078 CR1.19
Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth037 CR1.19
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 Growth6.95749.8535
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth6.948450.4932
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 1.19. 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 : -0.34%
  • 6 Months : 10.80%
  • 1 Year : 6.95%
  • 3 Years : 14.60%
Returns of Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Growth are updated daily based on NAV of ₹ 31.0344 as on Jul 30,2026. Since inception, the return has been 50.49%.

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.