Sundaram Long Term Micro Cap Tax Advantage Fund Series V - 10 Years · Regular · Growth
NAV
₹30.4947
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
AUM
₹29 Cr
Lumpsum returns (CAGR)
- 1Y
- +9.27%
- 3Y
- +16.98%
- 5Y
- +19.26%
- Since Inception
- +13.27%
SIP returns (XIRR)
- 1Y
- +18.54%
- 3Y
- +12.72%
- 5Y
- +16.31%
- Since Inception
- +19.01%
SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹53,500
Invested
₹1,21,167
Value today
17.8%
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
₹2,861
Value today
12.5%
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
₹5,35,000
Withdrawn
₹16,49,522
Corpus left
+₹11,84,522 net gain — withdrew ₹5,35,000 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
₹16,57,600
Value today
-3.4%
vs lumpsum
Direct lumpsum would have beaten STP by 3.4% — 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
₹5,83,940
Value today
5.8×
Multiple
Staying invested through that crash turned ₹1L into ₹5,83,940 — a 5.8× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised0.12
Sharpe Ratio
—
Alpha
—
Beta
0.11
Sortino
18.21%
Std Dev
-19.29%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Apr 2026- Industrial Products13.00%
- Banks11.00%
- Finance10.00%
- Consumer Durables9.00%
- Healthcare Services7.00%
- Electrical Equipment7.00%
- IT - Services5.00%
- Pharmaceuticals & Biotechnology5.00%
- IT - Software4.00%
- Leisure Services4.00%
- Capital Markets3.00%
- Construction2.00%
Each sector links to the mutual funds most exposed to it.
Thinking about Sundaram Long Term Micro Cap Tax Advantage Fund Series V - 10 Years · Regular · Growth?
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Fund Details
Available transactions
Portfolio holdings
- 1Aster Dm Healthcare Ltd6.58%
- 2Mtar Technologies Ltd6.01%
- 3Ksb Ltd4.91%
- 4Affle (India) Ltd4.09%
- 5Ujjivan Small Finance Bank Ltd3.99%
- 6Csb Bank Ltd3.88%
- 7Angel One Ltd3.36%
- 8Equitas Small Finance Bank Limited3.10%
- 9Safari Industries (India) Ltd3.08%
- 10Can Fin Homes Ltd3.02%
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 8 years. It manages assets worth ₹28.7 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