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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-0.05-0.067.41
6M11.632.3224.27
1Y7.304.3278.49
3Y15.3212.21130.26

Portfolio Analysis

  • Equity: 96.71%
  • Debt: 3.30%
  • Others
As on: 2026-06-30
View allocation % by

1. Ujjivan Small Finance Bank Ltd4.01%
2. Equitas Small Finance Bank Limited3.38%
3. CSB Bank Ltd3.34%

1. Aster DM Healthcare Ltd7.12%

1. MTAR Technologies Ltd6.86%

1. Rate Gain Travel Technologies Ltd3.75%
2. Birlasoft Ltd1.40%
3. R Systems International Ltd0.78%

1. Can Fin Homes Ltd2.93%
2. PNB Housing Finance Ltd1.72%
3. Aavas Financiers Ltd1.10%

1. Affle (IndiLtd3.95%
2. PVR INOX Ltd1.78%

1. Angel One Ltd3.48%
2. Cholamandalam Financial Holdings Ltd1.72%

1. Procter & Gamble Health Ltd3.15%
2. Natco Pharma Ltd1.51%

1. KSB LTD4.65%

1. Sapphire Foods India Ltd2.46%
2. Westlife Foodworld Ltd1.25%

1. Safari Industries (IndiLtd3.36%

1. Green Panel Industries Ltd2.39%
2. Century Plyboards (IndiLtd0.71%

1. Kalpataru Projects International Ltd2.62%

1. TVS Holdings Ltd2.60%

1. SIS Ltd2.56%

1. Zomato Ltd2.25%

1. ESAB India Ltd2.21%

1. Brigade Enterprises Ltd2.18%

1. JK Cement Ltd2.16%

1. Grindwell Norton Ltd2.07%

1. Shivalik Bimetal Controls Ltd2.02%

1. Amber Enterprises India Ltd1.15%
2. Butterfly Gandhimathi Appliances Ltd0.65%

1. Venus Pipes & Tubes Ltd1.43%

1. Landmark Cars Ltd1.42%

1. RHI Magnesita India Ltd1.35%

1. Elecon Engineering Company Ltd1.30%

1. EID Parry India Ltd1.15%

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
ICICI Prudential Long Term Wealth Enhancement Fund Growth038 CR1.18
SBI Long Term Advantage Fund - Series III Growth066 CR1.38
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 FundICICI Prudential Long Term Wealth Enhancement Fund Growth3.530252.9169
This FundSBI Long Term Advantage Fund - Series III Growth-3.010452.9742
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth7.298353.3463
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 : -0.05%
  • 6 Months : 11.63%
  • 1 Year : 7.30%
  • 3 Years : 15.32%
Returns of Sundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth are updated daily based on NAV of ₹ 30.4827 as on Jul 31,2026. Since inception, the return has been 53.35%.

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.