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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)

₹31 Cr

Lock In Period

3 Years

Expense Ratio

1.23

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-8.63-2.017.41
6M-3.34-0.0924.27
1Y-2.731.6778.49
3Y8.1410.86130.26

Portfolio Analysis

  • Equity: 97.10%
  • Debt: 2.90%
  • Others
As on: 2026-09-30
View allocation % by

1. Ujjivan Small Finance Bank Ltd4.36%
2. Equitas Small Finance Bank Limited3.17%
3. CSB Bank Ltd3.14%
4. Bandhan Bank Ltd1.12%

1. MTAR Technologies Ltd7.21%

1. Aster DM Healthcare Ltd6.50%

1. Rate Gain Travel Technologies Ltd3.65%
2. Birlasoft Ltd1.36%
3. R Systems International Ltd0.95%

1. Can Fin Homes Ltd2.49%
2. PNB Housing Finance Ltd1.90%
3. Aavas Financiers Ltd0.90%

1. Procter & Gamble Health Ltd2.84%
2. Natco Pharma Ltd1.38%
3. Granules India Ltd1.05%

1. Sapphire Foods India Ltd2.97%
2. Westlife Foodworld Ltd1.55%

1. Angel One Ltd2.96%
2. Cholamandalam Financial Holdings Ltd1.48%

1. Affle (IndiLtd4.32%

1. KSB LTD4.27%

1. Green Panel Industries Ltd3.11%
2. Century Plyboards (IndiLtd0.66%

1. Safari Industries (IndiLtd3.09%

1. Eternal Ltd (Previously Zomato Ltd)2.80%

1. Kalpataru Projects International Ltd2.71%

1. SIS Ltd2.66%

1. Brigade Enterprises Ltd2.57%

1. TVS Holdings Ltd2.36%

1. ESAB India Ltd2.20%

1. JK Cement Ltd2.07%

1. Venus Pipes & Tubes Ltd1.82%

1. Grindwell Norton Ltd1.77%

1. Landmark Cars Ltd1.58%

1. RHI Magnesita India Ltd1.45%

1. Clean Science & Technology Ltd1.44%

1. Elecon Engineering Company Ltd1.15%

1. EID Parry India Ltd1.14%

1. Amber Enterprises India Ltd1.05%
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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 ₹31 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 1.23. 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.

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 1.23. 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 : -8.63%
  • 6 Months : -3.34%
  • 1 Year : -2.73%
  • 3 Years : 8.14%
Returns of Sundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth are updated daily based on NAV of ₹ 27.2730 as on Oct 23,2026. Since inception, the return has been 26.46%.

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.
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