Sundaram Long Term Micro Cap Tax Advantage Fund Series V - 10 Years · Direct · Growth
NAV
₹31.4247
as of 31 Jul 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +8.99%
- 3Y
- +15.38%
- 5Y
- +16.00%
- Since Inception
- +13.45%
SIP returns (XIRR)
- 1Y
- +15.73%
- 3Y
- +11.65%
- 5Y
- +15.67%
- Since Inception
- +18.86%
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
portfolio shared with Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Plan - Growth
- 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 · Direct · 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 · Direct · Growth is a Other mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 9 years.
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