Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii-10 Years · Direct · Growth
NAV
₹37.0103
as of 31 Jul 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +8.64%
- 3Y
- +14.49%
- 5Y
- +16.18%
- Since Inception
- +14.45%
SIP returns (XIRR)
- 1Y
- +15.08%
- 3Y
- +10.76%
- 5Y
- +15.36%
- Since Inception
- +17.55%
Performance Comparison
Sectoral allocation
as of 30 Jun 2026- Industrial Products14.67%
- Banks10.51%
- Consumer Durables8.90%
- Electrical Equipment8.20%
- Finance7.82%
- Healthcare Services7.23%
- IT - Software5.22%
- IT - Services4.68%
- Capital Markets4.57%
- Pharmaceuticals & Biotechnology4.51%
- Leisure Services3.64%
- Construction2.65%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Plan - Growth
- 1Aster Dm Healthcare Ltd7.23%
- 2Mtar Technologies Ltd6.91%
- 3Ksb Ltd4.79%
- 4Angel One Ltd4.57%
- 5Safari Industries (India) Ltd4.05%
- 6Affle (India) Ltd3.89%
- 7Rate Gain Travel Technologies Ltd3.81%
- 8Equitas Small Finance Bank Limited3.70%
- 9Ujjivan Small Finance Bank Ltd3.50%
- 10Csb Bank Ltd3.32%
Investment Objective
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii-10 Years · Direct · Growth by Sundaram Mutual Fund is a Other fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Other category.
About This Fund
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii-10 Years · Direct · Growth is a Other mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 9 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations