Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv - 10 Years · Regular · Growth
NAV
₹32.0359
as of 15 Jul 2026
Expense Ratio
—
see scheme documents
AUM
₹33 Cr
Lumpsum returns (CAGR)
- 1Y
- +7.73%
- 3Y
- +15.91%
- 5Y
- +17.15%
- Since Inception
- +13.22%
SIP returns (XIRR)
- 1Y
- +19.47%
- 3Y
- +12.13%
- 5Y
- +16.27%
- Since Inception
- +18.45%
What history actually did — last 9 years (Jul 2017 – Jul 2026)
A ₹5,000 monthly SIP for the last 9 years (Jul 2017 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹13,04,172 today — ₹5,40,000 invested, 19.1% XIRR.
₹5,40,000
Invested
₹13,04,172
Value today
19.1%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 9 years (Jul 2017 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 9 years ago would be ₹2,93,042 today (12.7% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Jul 2017 would still hold ₹16,26,252.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 9 years (Jul 2017 – Jul 2026) (22 Mar 2020) would be ₹6,27,614 today (6.28×).
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, annualised0.32
Sharpe Ratio
—
Alpha
—
Beta
0.32
Sortino
18.01%
Std Dev
-16.97%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 May 2026- Industrial Products13.13%
- Banks11.08%
- Consumer Durables9.11%
- Electrical Equipment8.55%
- Finance7.79%
- Healthcare Services6.83%
- Capital Markets5.68%
- IT - Software4.83%
- Pharmaceuticals & Biotechnology4.58%
- IT - Services4.56%
- Leisure Services3.57%
- Construction2.58%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Mtar Technologies Ltd7.28%
- 2Aster Dm Healthcare Ltd6.83%
- 3Angel One Ltd5.68%
- 4Safari Industries (India) Ltd4.09%
- 5Ujjivan Small Finance Bank Ltd3.89%
- 6Affle (India) Ltd3.66%
- 7Equitas Small Finance Bank Limited3.63%
- 8Csb Bank Ltd3.56%
- 9Ksb Ltd3.53%
- 10Rate Gain Travel Technologies Ltd3.22%
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