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

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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹500

AUM (Fund size)

₹29 Cr

Lock In Period

3 Years

Expense Ratio

1.39

Benchmark

Nifty Smallcap 100 Total Return

Exit Load

Nil

Summary

Latest details for Sundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth include a ₹25.3682 NAV as of Apr 01,2026 and returns since inception of 53.34%. Minimum investments start at SIP ₹0. The Sundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth AUM is ₹29 Cr, with a lock-in of 3 Years years, expense ratio of 1.39%, and benchmark Nifty Smallcap 100 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -9.37% 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-9.37-1.837.41
6M-11.080.3824.27
1Y2.453.3278.49
3Y15.3110.50130.26

Portfolio Analysis

  • Equity: 94.76%
  • Debt: 5.24%
  • Others
As on: 2026-02-28
View allocation % by

1. Ujjivan Small Finance Bank Ltd4.34%
2. CSB Bank Ltd4.30%
3. Equitas Small Finance Bank Limited3.18%

1. Aster DM Healthcare Ltd6.55%

1. Affle (IndiLtd4.22%
2. PVR INOX Ltd2.09%

1. Can Fin Homes Ltd3.14%
2. PNB Housing Finance Ltd1.50%
3. Aavas Financiers Ltd1.03%

1. Rate Gain Travel Technologies Ltd2.43%
2. Birlasoft Ltd2.10%
3. R Systems International Ltd1.06%

1. Angel One Ltd3.61%
2. Cholamandalam Financial Holdings Ltd1.87%

1. Sapphire Foods India Ltd3.06%
2. Westlife Foodworld Ltd1.40%

1. Procter & Gamble Health Ltd2.69%
2. Natco Pharma Ltd1.77%

1. Safari Industries (IndiLtd4.17%

1. KSB LTD4.12%

1. MTAR Technologies Ltd3.78%

1. Green Panel Industries Ltd2.83%
2. Century Plyboards (IndiLtd0.77%

1. TVS Holdings Ltd3.17%

1. Kalpataru Projects International Ltd2.61%

1. JK Cement Ltd2.47%

1. ESAB India Ltd2.35%

1. Zomato Ltd2.31%

1. SIS Ltd2.08%

1. Amber Enterprises India Ltd1.34%
2. Butterfly Gandhimathi Appliances Ltd0.67%

1. RHI Magnesita India Ltd1.76%

1. Grindwell Norton Ltd1.75%

1. Landmark Cars Ltd1.48%

1. Neogen Chemicals Ltd1.43%

1. Brigade Enterprises Ltd1.35%

1. Shivalik Bimetal Controls Ltd1.32%

1. Venus Pipes & Tubes Ltd1.01%

About Fund

Sundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth managed by Sundaram Mutual Fund,is a Equity - ELSSscheme with Assets Under Management of ₹29 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 1.39. 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 FundSBI Long Term Advantage Fund - Series III Growth066 CR1.39
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth028.69 CR1.39
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 FundSBI Long Term Advantage Fund - Series III Growth-3.010452.9742
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth2.454453.3377
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 V 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 V Growth is 1.39. 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 V Growth’s fund performance is as follows:
  • 1 Month : -9.37%
  • 6 Months : -11.08%
  • 1 Year : 2.45%
  • 3 Years : 15.31%
Returns of Sundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth are updated daily based on NAV of ₹ 25.3682 as on Apr 01,2026. Since inception, the return has been 53.34%.

You can invest in Sundaram Long Term Micro Cap Tax Advantage Fund - Series V 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 V Growth is ₹29 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 V 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