Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii-10 Years · Direct · Growth
NAV
₹37.1907
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +9.24%
- 3Y
- +16.49%
- 5Y
- +19.79%
- Since Inception
- +14.70%
SIP returns (XIRR)
- 1Y
- +19.00%
- 3Y
- +12.34%
- 5Y
- +16.47%
- Since Inception
- +18.03%
Performance Comparison
Sectoral allocation
as of 30 Apr 2026- Industrial Products14.00%
- Banks11.00%
- Consumer Durables9.00%
- Finance8.00%
- Electrical Equipment7.00%
- Healthcare Services7.00%
- IT - Services5.00%
- IT - Software5.00%
- Pharmaceuticals & Biotechnology4.00%
- Capital Markets4.00%
- Leisure Services4.00%
- Construction3.00%
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 Ltd6.73%
- 2Mtar Technologies Ltd6.09%
- 3Ksb Ltd5.09%
- 4Angel One Ltd4.44%
- 5Affle (India) Ltd4.05%
- 6Csb Bank Ltd3.88%
- 7Safari Industries (India) Ltd3.73%
- 8Ujjivan Small Finance Bank Ltd3.51%
- 9Equitas Small Finance Bank Limited3.41%
- 10Green Panel Industries Ltd2.95%
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