Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv - 10 Years · Direct · Growth
NAV
₹32.1418
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +9.27%
- 3Y
- +16.63%
- 5Y
- +20.06%
- Since Inception
- +13.48%
SIP returns (XIRR)
- 1Y
- +18.72%
- 3Y
- +12.41%
- 5Y
- +16.60%
- Since Inception
- +18.65%
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.
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth
- 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 · 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 Iv - 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