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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 ₹ & Lump. ₹500

AUM (Fund size)

₹32 Cr

Lock In Period

3 Years

Expense Ratio

1.2

Exit Load

Nil

Benchmark

Nifty Smallcap 100 Total Return

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(%)
1M-3.16-0.847.41
6M19.003.8324.27
1Y6.914.4078.49
3Y12.5814.18130.26

Portfolio Analysis

  • Equity: 95.10%
  • Debt: 4.90%
  • Others
As on: 2026-08-31
View allocation % by

1. Ujjivan Small Finance Bank Ltd4.30%
2. CSB Bank Ltd3.34%
3. Equitas Small Finance Bank Limited3.28%

1. Aster DM Healthcare Ltd6.79%

1. MTAR Technologies Ltd6.27%

1. Rate Gain Travel Technologies Ltd3.87%
2. Birlasoft Ltd1.41%
3. R Systems International Ltd0.80%

1. Can Fin Homes Ltd2.66%
2. PNB Housing Finance Ltd1.88%
3. Aavas Financiers Ltd0.90%

1. Procter & Gamble Health Ltd2.84%
2. Natco Pharma Ltd1.35%
3. Granules India Ltd0.99%

1. Sapphire Foods India Ltd3.16%
2. Westlife Foodworld Ltd1.45%

1. Angel One Ltd2.99%
2. Cholamandalam Financial Holdings Ltd1.53%

1. Affle (IndiLtd4.40%

1. KSB LTD3.87%

1. Green Panel Industries Ltd2.92%
2. Century Plyboards (IndiLtd0.71%

1. Safari Industries (IndiLtd3.15%

1. Brigade Enterprises Ltd2.82%

1. Eternal Ltd (Previously Zomato Ltd)2.76%

1. Kalpataru Projects International Ltd2.65%

1. SIS Ltd2.62%

1. TVS Holdings Ltd2.49%

1. ESAB India Ltd2.34%

1. JK Cement Ltd2.02%

1. Grindwell Norton Ltd1.73%

1. Landmark Cars Ltd1.66%

1. RHI Magnesita India Ltd1.35%

1. Venus Pipes & Tubes Ltd1.34%

1. EID Parry India Ltd1.28%

1. Amber Enterprises India Ltd1.15%

1. Shivalik Bimetal Controls Ltd1.14%

1. Interglobe Aviation Ltd1.01%
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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 ₹32 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 1.2. 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 V Growth031 CR1.2
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 V Growth6.914142.6889
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 1.2. 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 : -3.16%
  • 6 Months : 19.00%
  • 1 Year : 6.91%
  • 3 Years : 12.58%
Returns of Sundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth are updated daily based on NAV of ₹ 29.7196 as on Sep 28,2026. Since inception, the return has been 42.69%.

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 ₹32 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.
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