Sundaram Long Term Micro Cap Tax Advantage Fund Series V - 10 Years · Regular · Growth
NAV
₹30.4827
as of 31 Jul 2026
Expense Ratio
—
see scheme documents
AUM
₹30 Cr
Lumpsum returns (CAGR)
- 1Y
- +8.74%
- 3Y
- +15.12%
- 5Y
- +15.75%
- Since Inception
- +13.07%
SIP returns (XIRR)
- 1Y
- +15.47%
- 3Y
- +11.40%
- 5Y
- +15.40%
- Since Inception
- +18.57%
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 ₹12,71,939 today — ₹5,35,000 invested, 18.8% XIRR.
₹5,35,000
Invested
₹12,71,939
Value today
18.8%
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 ₹3,06,110 today (13.2% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2017 would still hold ₹17,89,157.
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 ₹6,22,121 today (6.22×).
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, annualised0.26
Sharpe Ratio
—
Alpha
—
Beta
0.26
Sortino
17.61%
Std Dev
-16.85%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Jun 2026- Industrial Products13.74%
- Banks10.72%
- Finance10.07%
- Consumer Durables8.25%
- Electrical Equipment8.16%
- Healthcare Services7.12%
- IT - Software5.15%
- IT - Services4.73%
- Pharmaceuticals & Biotechnology4.66%
- Leisure Services3.71%
- Capital Markets3.48%
- Construction2.62%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Aster Dm Healthcare Ltd7.12%
- 2Mtar Technologies Ltd6.86%
- 3Ksb Ltd4.65%
- 4Ujjivan Small Finance Bank Ltd4.01%
- 5Affle (India) Ltd3.95%
- 6Rate Gain Travel Technologies Ltd3.75%
- 7Angel One Ltd3.48%
- 8Equitas Small Finance Bank Limited3.38%
- 9Safari Industries (India) Ltd3.36%
- 10Csb Bank Ltd3.34%
Investment Objective
Sundaram Long Term Micro Cap Tax Advantage Fund Series V - 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 V - 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 ₹30.3 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