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

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Showing Funds Performance since Sep 07, 2020

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

Min. investment

SIP ₹0 & Lump. ₹500

AUM (Fund size)

₹31 Cr

Lock In Period

3 Years

Expense Ratio

1.17

Exit Load

Nil

Benchmark

Nifty Smallcap 100 Total Return

Summary

Sundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth NAV is ₹29.3180 as of 1 Jun, 2026. Sundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth has delivered 66.05% returns since its launch. The minimum SIP investment amount in Sundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth is ₹0. The AUM of Sundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth is ₹31 Cr. The expense ratio of the fund is 1.17%, and its benchmark is Nifty Smallcap 100 Total Return. The current exit load of the fund is Nil. In the last 1M months, Sundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth has delivered 3.07% returns.

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.070.347.41
6M4.691.6024.27
1Y11.374.9578.49
3Y18.4214.76130.26

Portfolio Analysis

  • Equity: 95.90%
  • Debt: 4.10%
  • Others
As on: 2026-04-30
View allocation % by

1. Ujjivan Small Finance Bank Ltd3.99%
2. CSB Bank Ltd3.88%
3. Equitas Small Finance Bank Limited3.10%

1. Aster DM Healthcare Ltd6.58%

1. Affle (IndiLtd4.09%
2. PVR INOX Ltd2.05%

1. MTAR Technologies Ltd6.01%

1. Can Fin Homes Ltd3.02%
2. PNB Housing Finance Ltd1.79%
3. Aavas Financiers Ltd1.03%

1. Rate Gain Travel Technologies Ltd2.60%
2. Birlasoft Ltd1.87%
3. R Systems International Ltd0.90%

1. Angel One Ltd3.36%
2. Cholamandalam Financial Holdings Ltd1.67%

1. KSB LTD4.91%

1. Procter & Gamble Health Ltd2.68%
2. Natco Pharma Ltd1.84%

1. Sapphire Foods India Ltd2.90%
2. Westlife Foodworld Ltd1.26%

1. Green Panel Industries Ltd2.96%
2. Century Plyboards (IndiLtd0.78%

1. Safari Industries (IndiLtd3.08%

1. TVS Holdings Ltd2.80%

1. ESAB India Ltd2.51%

1. Kalpataru Projects International Ltd2.47%

1. SIS Ltd2.27%

1. Zomato Ltd2.17%

1. JK Cement Ltd2.17%

1. Amber Enterprises India Ltd1.27%
2. Butterfly Gandhimathi Appliances Ltd0.63%

1. Shivalik Bimetal Controls Ltd1.64%

1. Grindwell Norton Ltd1.56%

1. RHI Magnesita India Ltd1.54%

1. Neogen Chemicals Ltd1.50%

1. Brigade Enterprises Ltd1.44%

1. Landmark Cars Ltd1.35%

1. Elecon Engineering Company Ltd1.28%

1. Venus Pipes & Tubes Ltd1.18%

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

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 ₹31 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 1.17. 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
Bank of India Mid Cap Tax Fund Series 1 Growth063.23 CR1.18
Sundaram Long Term Tax Advantage Fund - Series III Growth033.9 CR1.18
Sundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth030.56 CR1.17
ICICI Prudential R.I.G.H.T. Fund Growth041.44 CR1.41
SBI Tax Advantage Fund - Series II Growth042.27 CR1.46
Fund Name1Y3Y
This FundBank of India Mid Cap Tax Fund Series 1 Growth10.352864.8339
This FundSundaram Long Term Tax Advantage Fund - Series III Growth13.129465.7507
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth11.3766.0478
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 V Growth 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 1.17. 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 : 3.07%
  • 6 Months : 4.69%
  • 1 Year : 11.37%
  • 3 Years : 18.42%
Returns of Sundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth are updated daily based on NAV of ₹ 29.3180 as on May 29,2026. Since inception, the return has been 66.05%.

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 ₹31 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.