Sundaram Long Term Micro Cap Tax Advantage Fund Series III - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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Fund Objective

The investment objective of the scheme is to to generate consistent long-term returns by investing predominantly in equity/equity related instruments of companies that can be termed as micro-caps (as indicated in highlights & Scheme Summary and Part II of this Document)

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Plan - Growth 5.15 2.06 3.33 19.51 31.25 15.06
Nifty Smallcap 100 5.35 1.29 1.59 24.05 25.91 14.29

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Plan - Growth Nov 18, 2016 3.33 19.51 31.25 1.25 74.61
Axis ELSS Tax Saver Fund - Direct Plan - Growth Option Jan 01, 2013 Unrated 6.08 15.44 16.30 0.82 34,301.98
SBI ELSS Tax Saver Fund - DIRECT PLAN -GROWTH Jan 01, 2013 4.57 25.14 26.67 0.95 30,419.61
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth Dec 28, 2015 10.25 19.66 22.66 0.57 25,910.64
DSP ELSS Tax Saver Fund - Direct Plan - Growth Jan 01, 2013 4.95 21.22 24.83 0.69 16,749.39
HDFC ELSS Tax saver -Direct Plan - Growth Option Jan 01, 2013 9.69 22.92 26.99 1.08 16,644.54

Fund Holdings as on 30-September-2025

  • Aster DM Healthcare Ltd

  • Safari Industries (India) Ltd

  • Affle (India) Ltd

  • KEI Industries Ltd

  • KSB LTD

  • Sapphire Foods India Ltd

  • TREPS

  • CSB Bank Ltd

  • Multi Commodity Exchange of India Ltd

  • Ujjivan Small Finance Bank Ltd

  • Angel One Ltd

  • Green Panel Industries Ltd

  • Procter & Gamble Health Ltd

  • Equitas Small Finance Bank Limited

  • Rate Gain Travel Technologies Ltd

  • Navin Fluorine International Ltd

  • Kalpataru Projects International Ltd

  • TVS Holdings Ltd

  • Can Fin Homes Ltd

  • SIS Ltd

  • JK Cement Ltd

  • Grindwell Norton Ltd

  • Cholamandalam Financial Holdings Ltd

  • ESAB India Ltd

  • Brigade Enterprises Ltd

  • PVR INOX Ltd

  • Birlasoft Ltd

  • Westlife Foodworld Ltd

  • RHI Magnesita India Ltd

  • R Systems International Ltd

  • Shivalik Bimetal Controls Ltd

  • Natco Pharma Ltd

  • Tata Steel Ltd

  • Ganesha Ecosphere Ltd

  • Century Plyboards (India) Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • MM Forgings Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Finance - Stock Broking

  • IT - Software

  • Hospital & Healthcare Services

  • Household & Personal Products

  • BPO/ITeS

  • Cable

  • Pharmaceuticals & Drugs

  • Wood & Wood Products

  • Compressors / Pumps

  • Consumer Food

  • Miscellaneous

  • Chemicals

  • Engineering - Construction

  • Auto Ancillary

  • Finance - Housing

  • Professional Services

  • Cement & Construction Materials

  • Abrasives

  • Finance - Investment

  • Electrodes & Welding Equipment

  • Construction - Real Estate

  • Film Production, Distribution & Entertainment

  • Restaurants

  • Refractories

  • Metal - Non Ferrous

  • Steel & Iron Products

  • Textile - Manmade Fibres

  • Consumer Durables - Domestic Appliances

  • Forgings

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  • Cash

  • Equity

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About Sundaram Long Term Micro Cap Tax Advantage Fund Series III

Scheme Analysis

Sundaram Long Term Micro Cap Tax Advantage Fund Series III is a Equity - ELSS fund and belongs to Sundaram Mutual Fund. It was launched on 18-Nov-2016 and currently has an AUM of ₹74.61 crore. Sundaram Long Term Micro Cap Tax Advantage Fund Series III is benchmarked against Nifty Smallcap 100 as primary index.

The NAV of Sundaram Long Term Micro Cap Tax Advantage Fund Series III ended up ₹0.07(0.19%)yesterday to ₹35.0881.

Among its top 3 holdings the fund has exposure to Aster DM Healthcare Ltd, and

The Sundaram Long Term Micro Cap Tax Advantage Fund Series III is managed by Rohit Seksaria .

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156