Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Plan - Growth
₹34.5671
₹0.58 (-1.64%)
NAV as of 29 May 2026
Today's NAV — all variants
Regular · Growth
₹₹34.5671
₹0.58 (-1.64%)
29 May 2026
AMFI: 139709
Direct · Growth
₹₹35.6635
₹0.60 (-1.64%)
29 May 2026
AMFI: 139711
Regular · IDCW
₹₹30.2436
₹0.51 (-1.64%)
29 May 2026
AMFI: 139712
Direct · IDCW
₹₹31.2756
₹0.52 (-1.64%)
29 May 2026
AMFI: 139710
Returns (Lumpsum)
CAGR for periods ≥ 1 yearSIP Returns (XIRR)
₹1,000/month SIP, annualisedSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹57,000
Invested
₹1,33,761
Value today
17.2%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹3,457
Value today
13.9%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹5,70,000
Withdrawn
₹21,19,103
Corpus left
+₹16,89,103 net gain — withdrew ₹5,70,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹18,14,982
Value today
-12.5%
vs lumpsum
Direct lumpsum would have beaten STP by 12.5% — but STP reduced timing risk
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹5,80,599
Value today
5.8×
Multiple
Staying invested through that crash turned ₹1L into ₹5,80,599 — a 5.8× return
Read: Staying invested through crashesDirect vs Regular — ₹500/month over 9 years
Expense ratio drag on your actual returns
Direct plan
₹1,27,008
Regular plan
₹1,25,646
Direct earns ₹1,362 more on a ₹54K investment — 0.28% extra return per year
Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.
Learn about Direct vs Regular plansFund Details
Risk Metrics
Trailing 1 year, annualised-0.08
Sharpe Ratio
—
Alpha
—
Beta
-0.08
Sortino
17.97%
Std Dev
-23.24%
Max Drawdown
Portfolio Holdings
Top 50 holdings · as of Mar 2026
| Security | % NAV |
|---|---|
Aster DM Healthcare Ltd INE914M01019 | 7.60% |
Aster DM Healthcare Ltd INE914M01019 | 6.73% |
MTAR Technologies Ltd INE864I01014 | 6.09% |
KSB LTD INE999A01023 | 5.09% |
KSB LTD INE999A01023 | 4.90% |
Affle (India) Ltd INE00WC01027 | 4.89% |
Angel One Ltd INE732I01021 | 4.69% |
Safari Industries (India) Ltd INE429E01023 | 4.47% |
Angel One Ltd INE732I01021 | 4.44% |
CSB Bank Ltd INE679A01013 | 4.09% |
Affle (India) Ltd INE00WC01027 | 4.05% |
CSB Bank Ltd INE679A01013 | 3.88% |
MTAR Technologies Ltd INE864I01014 | 3.87% |
Safari Industries (India) Ltd INE429E01023 | 3.73% |
Ujjivan Small Finance Bank Ltd INE551W01018 | 3.68% |
Ujjivan Small Finance Bank Ltd INE551W01018 | 3.51% |
Equitas Small Finance Bank Limited INE063P01018 | 3.41% |
Equitas Small Finance Bank Limited INE063P01018 | 3.12% |
TVS Holdings Ltd INE105A01035 | 3.11% |
Green Panel Industries Ltd INE08ZM01014 | 2.95% |
Sapphire Foods India Ltd INE806T01020 | 2.91% |
Can Fin Homes Ltd INE477A01020 | 2.80% |
Procter & Gamble Health Ltd INE199A01012 | 2.76% |
TVS Holdings Ltd INE105A01035 | 2.68% |
Rate Gain Travel Technologies Ltd INE0CLI01024 | 2.65% |
Green Panel Industries Ltd INE08ZM01014 | 2.61% |
Can Fin Homes Ltd INE477A01020 | 2.59% |
ESAB India Ltd INE284A01012 | 2.56% |
Procter & Gamble Health Ltd INE199A01012 | 2.54% |
Sapphire Foods India Ltd INE806T01020 | 2.52% |
Kalpataru Projects International Ltd INE220B01022 | 2.52% |
Kalpataru Projects International Ltd INE220B01022 | 2.51% |
ESAB India Ltd INE284A01012 | 2.39% |
Zomato Ltd INE758T01015 | 2.38% |
SIS Ltd INE285J01028 | 2.31% |
Rate Gain Travel Technologies Ltd INE0CLI01024 | 2.28% |
Zomato Ltd INE758T01015 | 2.17% |
Grindwell Norton Ltd INE536A01023 | 2.16% |
SIS Ltd INE285J01028 | 2.15% |
Grindwell Norton Ltd INE536A01023 | 2.12% |
JK Cement Ltd INE823G01014 | 2.10% |
Birlasoft Ltd INE836A01035 | 2.03% |
Natco Pharma Ltd INE987B01026 | 1.99% |
Birlasoft Ltd INE836A01035 | 1.90% |
Natco Pharma Ltd INE987B01026 | 1.89% |
PVR INOX Ltd INE191H01014 | 1.87% |
JK Cement Ltd INE823G01014 | 1.85% |
PVR INOX Ltd INE191H01014 | 1.84% |
Cholamandalam Financial Holdings Ltd INE149A01033 | 1.78% |
Cholamandalam Financial Holdings Ltd INE149A01033 | 1.72% |
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Plan - 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 Regular Plan - Growth is a Other mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 9 years. It manages assets worth ₹70.0 Cr, reflecting investor confidence in the fund's strategy.
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