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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)

₹26 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 ₹27.1800 NAV as of Apr 13,2026 and returns since inception of 65.04%. Minimum investments start at SIP ₹0. The Sundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth AUM is ₹26 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 5.03% returns, against a category average of -0.32% and a category best of 7.41%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M5.03-0.327.41
6M-3.721.0924.27
1Y17.456.2378.49
3Y18.1813.82130.26

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 ₹26 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 FundICICI Prudential Long Term Wealth Enhancement Fund Growth038.95 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 FundICICI Prudential Long Term Wealth Enhancement Fund Growth9.741864.7093
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth17.450765.0395
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 : 5.03%
  • 6 Months : -3.72%
  • 1 Year : 17.45%
  • 3 Years : 18.18%
Returns of Sundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth are updated daily based on NAV of ₹ 27.1800 as on Apr 13,2026. Since inception, the return has been 65.04%.

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 ₹26 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