Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv - 10 Years · Regular · Growth
NAV
₹31.4000
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
AUM
₹33 Cr
Lumpsum returns (CAGR)
- 1Y
- +9.14%
- 3Y
- +16.50%
- 5Y
- +19.92%
- Since Inception
- +13.19%
SIP returns (XIRR)
- 1Y
- +18.58%
- 3Y
- +12.28%
- 5Y
- +16.47%
- Since Inception
- +18.48%
SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹55,500
Invested
₹1,26,778
Value today
17.3%
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
₹2,942
Value today
12.4%
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
₹5,55,000
Withdrawn
₹16,73,863
Corpus left
+₹12,28,863 net gain — withdrew ₹5,55,000 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
₹16,41,584
Value today
-7.0%
vs lumpsum
Direct lumpsum would have beaten STP by 7.0% — 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
₹5,81,501
Value today
5.8×
Multiple
Staying invested through that crash turned ₹1L into ₹5,81,501 — a 5.8× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised0.10
Sharpe Ratio
—
Alpha
—
Beta
0.10
Sortino
18.14%
Std Dev
-19.32%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Apr 2026- Industrial Products13.00%
- Banks11.00%
- Consumer Durables10.00%
- Finance8.00%
- Healthcare Services7.00%
- Electrical Equipment7.00%
- Capital Markets5.00%
- IT - Services4.00%
- Leisure Services4.00%
- IT - Software4.00%
- Pharmaceuticals & Biotechnology4.00%
- Construction2.00%
Each sector links to the mutual funds most exposed to it.
Thinking about Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv - 10 Years · Regular · Growth?
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Fund Details
Available transactions
Portfolio holdings
- 1Aster Dm Healthcare Ltd6.62%
- 2Mtar Technologies Ltd6.01%
- 3Angel One Ltd5.24%
- 4Ksb Ltd4.41%
- 5Ujjivan Small Finance Bank Ltd4.10%
- 6Csb Bank Ltd3.88%
- 7Safari Industries (India) Ltd3.87%
- 8Affle (India) Ltd3.58%
- 9Equitas Small Finance Bank Limited3.48%
- 10Green Panel Industries Ltd3.00%
Investment Objective
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv - 10 Years · Regular · 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 Iv - 10 Years · Regular · Growth is a Other mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 9 years. It manages assets worth ₹33.4 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