Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv - 10 Years · Direct · Growth
NAV
₹31.9771
as of 31 Jul 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +8.55%
- 3Y
- +14.60%
- 5Y
- +16.39%
- Since Inception
- +13.23%
SIP returns (XIRR)
- 1Y
- +14.77%
- 3Y
- +10.81%
- 5Y
- +15.47%
- Since Inception
- +18.14%
Performance Comparison
Sectoral allocation
as of 30 Jun 2026- Industrial Products13.73%
- Banks11.20%
- Consumer Durables9.08%
- Electrical Equipment8.12%
- Finance7.89%
- Healthcare Services7.13%
- Capital Markets5.40%
- IT - Software5.16%
- Pharmaceuticals & Biotechnology4.42%
- IT - Services4.21%
- Leisure Services3.56%
- Construction2.63%
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 Ltd7.13%
- 2Mtar Technologies Ltd6.83%
- 3Angel One Ltd5.40%
- 4Safari Industries (India) Ltd4.20%
- 5Ksb Ltd4.16%
- 6Ujjivan Small Finance Bank Ltd4.10%
- 7Equitas Small Finance Bank Limited3.78%
- 8Rate Gain Travel Technologies Ltd3.76%
- 9Affle (India) Ltd3.44%
- 10Csb Bank Ltd3.32%
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