Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv - 10 Years · Regular · Growth
NAV
₹31.2348
as of 31 Jul 2026
Expense Ratio
—
see scheme documents
AUM
₹36 Cr
Lumpsum returns (CAGR)
- 1Y
- +8.42%
- 3Y
- +14.46%
- 5Y
- +16.26%
- Since Inception
- +12.95%
SIP returns (XIRR)
- 1Y
- +14.63%
- 3Y
- +10.68%
- 5Y
- +15.33%
- Since Inception
- +17.97%
What history actually did — last 9 years (Aug 2017 – Jul 2026)
A ₹5,000 monthly SIP for the last 9 years (Aug 2017 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹12,67,366 today — ₹5,35,000 invested, 18.7% XIRR.
₹5,35,000
Invested
₹12,67,366
Value today
18.7%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 9 years (Aug 2017 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 9 years ago would be ₹2,92,056 today (12.7% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2017 would still hold ₹16,53,194.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 9 years (Aug 2017 – Jul 2026) (22 Mar 2020) would be ₹6,17,447 today (6.17×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.24
Sharpe Ratio
—
Alpha
—
Beta
0.24
Sortino
17.63%
Std Dev
-16.97%
Max Drawdown
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
- 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 · 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 ₹35.7 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