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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

1.21

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-1.30-0.477.41
6M18.923.0124.27
1Y11.095.2878.49
3Y12.3313.52130.26

Portfolio Analysis

  • Equity: 96.21%
  • Debt: 3.79%
  • Others
As on: 2026-07-31
View allocation % by

1. Ujjivan Small Finance Bank Ltd4.85%
2. Equitas Small Finance Bank Limited3.36%
3. CSB Bank Ltd3.23%

1. Aster DM Healthcare Ltd7.44%

1. Affle (IndiLtd4.40%
2. PVR INOX Ltd2.09%

1. Rate Gain Travel Technologies Ltd3.82%
2. Birlasoft Ltd1.47%
3. R Systems International Ltd0.87%

1. Can Fin Homes Ltd2.76%
2. PNB Housing Finance Ltd1.74%
3. Aavas Financiers Ltd0.98%

1. MTAR Technologies Ltd5.14%

1. Procter & Gamble Health Ltd3.28%
2. Natco Pharma Ltd1.49%

1. Angel One Ltd3.12%
2. Cholamandalam Financial Holdings Ltd1.59%

1. KSB LTD4.14%

1. Sapphire Foods India Ltd2.51%
2. Westlife Foodworld Ltd1.29%

1. Safari Industries (IndiLtd3.27%

1. Green Panel Industries Ltd2.40%
2. Century Plyboards (IndiLtd0.76%

1. TVS Holdings Ltd2.79%

1. SIS Ltd2.60%

1. Eternal Ltd (Previously Zomato Ltd)2.56%

1. Brigade Enterprises Ltd2.52%

1. Kalpataru Projects International Ltd2.46%

1. ESAB India Ltd2.17%

1. JK Cement Ltd2.15%

1. Grindwell Norton Ltd2.02%

1. Shivalik Bimetal Controls Ltd1.99%

1. Landmark Cars Ltd1.75%

1. RHI Magnesita India Ltd1.42%

1. Venus Pipes & Tubes Ltd1.37%

1. EID Parry India Ltd1.22%

1. Amber Enterprises India Ltd1.13%

1. Ganesha Ecosphere Ltd1.04%

1. Elecon Engineering Company Ltd1.02%
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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 1.21. 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
UTI Long Term Advantage Fund - Series VII Growth0196 CR1.39
Sundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth031 CR1.21
ICICI Prudential R.I.G.H.T. Fund Growth041 CR1.41
SBI Tax Advantage Fund - Series II Growth042 CR1.46
Fund Name1Y3Y
This FundUTI Long Term Advantage Fund - Series VII Growth53.954941.0739
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth11.087841.7219
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 1.21. 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 : -1.30%
  • 6 Months : 18.92%
  • 1 Year : 11.09%
  • 3 Years : 12.33%
Returns of Sundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth are updated daily based on NAV of ₹ 30.5649 as on Sep 09,2026. Since inception, the return has been 41.72%.

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.