Sundaram Long Term Micro Cap Tax Advantage Fund Series V - 10 Years · Direct · Growth
NAV
₹31.4289
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +9.52%
- 3Y
- +17.24%
- 5Y
- +19.53%
- Since Inception
- +13.65%
SIP returns (XIRR)
- 1Y
- +18.81%
- 3Y
- +12.97%
- 5Y
- +16.58%
- Since Inception
- +19.31%
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.
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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 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 · 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 8 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