Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth
₹30.1226
₹0.50 (-1.63%)
NAV as of 29 May 2026
Today's NAV — all variants
Regular · Growth
₹₹30.1226
₹0.50 (-1.63%)
29 May 2026
AMFI: 139992
Direct · Growth
₹₹30.8323
₹0.51 (-1.63%)
29 May 2026
AMFI: 139990
Regular · IDCW
₹₹28.6402
₹0.47 (-1.63%)
29 May 2026
AMFI: 139991
Direct · IDCW
₹₹29.3461
₹0.49 (-1.63%)
29 May 2026
AMFI: 139989
Returns (Lumpsum)
CAGR for periods ≥ 1 yearSIP Returns (XIRR)
₹1,000/month SIP, annualisedSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹55,000
Invested
₹1,31,457
Value today
18.3%
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
₹3,062
Value today
13.0%
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
₹5,50,000
Withdrawn
₹17,47,592
Corpus left
+₹12,97,592 net gain — withdrew ₹5,50,000 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
₹17,07,505
Value today
-7.1%
vs lumpsum
Direct lumpsum would have beaten STP by 7.1% — 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
₹6,05,325
Value today
6.1×
Multiple
Staying invested through that crash turned ₹1L into ₹6,05,325 — a 6.1× return
Read: Staying invested through crashesDirect vs Regular — ₹500/month over 9 years
Expense ratio drag on your actual returns
Direct plan
₹1,30,958
Regular plan
₹1,29,930
Direct earns ₹1,028 more on a ₹54K investment — 0.21% extra return per year
Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.
Learn about Direct vs Regular plansFund Details
Risk Metrics
Trailing 1 year, annualised-0.06
Sharpe Ratio
—
Alpha
—
Beta
-0.06
Sortino
17.81%
Std Dev
-22.88%
Max Drawdown
Portfolio Holdings
Top 50 holdings · as of Mar 2026
| Security | % NAV |
|---|---|
Aster DM Healthcare Ltd INE914M01019 | 7.47% |
Aster DM Healthcare Ltd INE914M01019 | 6.62% |
MTAR Technologies Ltd INE864I01014 | 6.01% |
Angel One Ltd INE732I01021 | 5.24% |
Angel One Ltd INE732I01021 | 4.72% |
Safari Industries (India) Ltd INE429E01023 | 4.62% |
KSB LTD INE999A01023 | 4.41% |
Affle (India) Ltd INE00WC01027 | 4.31% |
Ujjivan Small Finance Bank Ltd INE551W01018 | 4.30% |
KSB LTD INE999A01023 | 4.24% |
Ujjivan Small Finance Bank Ltd INE551W01018 | 4.10% |
CSB Bank Ltd INE679A01013 | 4.08% |
CSB Bank Ltd INE679A01013 | 3.88% |
Safari Industries (India) Ltd INE429E01023 | 3.87% |
MTAR Technologies Ltd INE864I01014 | 3.81% |
Affle (India) Ltd INE00WC01027 | 3.58% |
Equitas Small Finance Bank Limited INE063P01018 | 3.48% |
Equitas Small Finance Bank Limited INE063P01018 | 3.18% |
TVS Holdings Ltd INE105A01035 | 3.18% |
Green Panel Industries Ltd INE08ZM01014 | 3.00% |
Sapphire Foods India Ltd INE806T01020 | 2.78% |
Can Fin Homes Ltd INE477A01020 | 2.77% |
TVS Holdings Ltd INE105A01035 | 2.75% |
Procter & Gamble Health Ltd INE199A01012 | 2.70% |
Green Panel Industries Ltd INE08ZM01014 | 2.65% |
Rate Gain Travel Technologies Ltd INE0CLI01024 | 2.62% |
JK Cement Ltd INE823G01014 | 2.61% |
Can Fin Homes Ltd INE477A01020 | 2.57% |
ESAB India Ltd INE284A01012 | 2.53% |
Kalpataru Projects International Ltd INE220B01022 | 2.49% |
Kalpataru Projects International Ltd INE220B01022 | 2.49% |
Procter & Gamble Health Ltd INE199A01012 | 2.48% |
Sapphire Foods India Ltd INE806T01020 | 2.40% |
Zomato Ltd INE758T01015 | 2.36% |
ESAB India Ltd INE284A01012 | 2.36% |
JK Cement Ltd INE823G01014 | 2.30% |
SIS Ltd INE285J01028 | 2.25% |
Rate Gain Travel Technologies Ltd INE0CLI01024 | 2.25% |
Zomato Ltd INE758T01015 | 2.15% |
SIS Ltd INE285J01028 | 2.10% |
Birlasoft Ltd INE836A01035 | 2.00% |
Grindwell Norton Ltd INE536A01023 | 1.99% |
Grindwell Norton Ltd INE536A01023 | 1.96% |
Natco Pharma Ltd INE987B01026 | 1.96% |
Birlasoft Ltd INE836A01035 | 1.88% |
Natco Pharma Ltd INE987B01026 | 1.87% |
PVR INOX Ltd INE191H01014 | 1.82% |
Cholamandalam Financial Holdings Ltd INE149A01033 | 1.81% |
PVR INOX Ltd INE191H01014 | 1.79% |
Cholamandalam Financial Holdings Ltd INE149A01033 | 1.74% |
Performance Comparison
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Our experts will help you decide if this fund fits your goals.
Investment Objective
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - 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 Regular Plan - 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