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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 ₹29.5716 NAV as of May 11,2026 and returns since inception of 67.55%. 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 8.62% returns, against a category average of 3.00% and a category best of 8.64%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M8.623.008.64
6M4.27-0.5124.27
1Y20.829.5778.49
3Y18.7722.61130.26

Portfolio Analysis

  • Equity: 94.71%
  • Debt: 5.29%
  • Others
As on: 2026-03-31
View allocation % by

1. Ujjivan Small Finance Bank Ltd4.19%
2. CSB Bank Ltd4.09%
3. Equitas Small Finance Bank Limited2.83%

1. Aster DM Healthcare Ltd7.44%

1. Affle (IndiLtd4.93%
2. PVR INOX Ltd2.08%

1. Can Fin Homes Ltd3.27%
2. PNB Housing Finance Ltd1.53%
3. Aavas Financiers Ltd0.95%

1. Angel One Ltd3.90%
2. Cholamandalam Financial Holdings Ltd1.74%

1. Rate Gain Travel Technologies Ltd2.23%
2. Birlasoft Ltd1.98%
3. R Systems International Ltd0.95%

1. Procter & Gamble Health Ltd2.92%
2. Natco Pharma Ltd1.94%

1. KSB LTD4.73%

1. Sapphire Foods India Ltd2.50%
2. Westlife Foodworld Ltd1.51%

1. MTAR Technologies Ltd3.81%

1. Safari Industries (IndiLtd3.68%

1. Green Panel Industries Ltd2.62%
2. Century Plyboards (IndiLtd0.81%

1. TVS Holdings Ltd3.24%

1. Kalpataru Projects International Ltd2.47%

1. JK Cement Ltd2.47%

1. Zomato Ltd2.38%

1. ESAB India Ltd2.34%

1. SIS Ltd2.12%

1. Amber Enterprises India Ltd1.22%
2. Butterfly Gandhimathi Appliances Ltd0.73%

1. Grindwell Norton Ltd1.58%

1. RHI Magnesita India Ltd1.52%

1. Landmark Cars Ltd1.44%

1. Brigade Enterprises Ltd1.41%

1. Shivalik Bimetal Controls Ltd1.26%

1. Neogen Chemicals Ltd1.20%

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.

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
This FundBank of India Mid Cap Tax Fund Series 1 Growth063.23 CR1.41
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth025.86 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 FundBank of India Mid Cap Tax Fund Series 1 Growth19.089467.4105
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth20.815867.553
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 : 8.62%
  • 6 Months : 4.27%
  • 1 Year : 20.82%
  • 3 Years : 18.77%
Returns of Sundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth are updated daily based on NAV of ₹ 29.5716 as on May 11,2026. Since inception, the return has been 67.55%.

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