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

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  • 0.23 %Nav, as on 12-12-2025

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Fund Overview Growth | Direct Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 -2.01 -1.75 -4.46 18.16 26.14 14.43
Nifty Smallcap 100 -4.71 -3.33 -10.67 20.14 20.55 13.89

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 -4.46 18.16 26.14 1.25 76.22
Axis ELSS Tax Saver Fund - Direct Plan - Growth Option Jan 01, 2013 Unrated 1.82 14.39 12.26 0.81 35,083.65
SBI ELSS Tax Saver Fund - DIRECT PLAN -GROWTH Jan 01, 2013 2.68 23.26 23.07 0.92 32,326.50
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth Dec 28, 2015 5.55 17.65 19.03 0.56 27,271.27
Nippon India ELSS Tax Saver Fund - Direct Plan Growth Plan Jan 01, 2013 2.60 17.11 20.41 1.02 15,519.07
ICICI Prudential ELSS Tax Saver Fund - Direct Plan - Growth Jan 01, 2013 7.07 16.47 18.14 1.08 14,956.70

Fund Holdings as on 30-November-2025

  • Safari Industries (India) Ltd

  • Aster DM Healthcare Ltd

  • TREPS

  • Affle (India) Ltd

  • Angel One Ltd

  • Ujjivan Small Finance Bank Ltd

  • CSB Bank Ltd

  • KSB LTD

  • KEI Industries Ltd

  • Sapphire Foods India Ltd

  • Equitas Small Finance Bank Limited

  • Green Panel Industries Ltd

  • Rate Gain Travel Technologies Ltd

  • Procter & Gamble Health Ltd

  • TVS Holdings Ltd

  • Can Fin Homes Ltd

  • Kalpataru Projects International Ltd

  • MTAR Technologies Ltd

  • ESAB India Ltd

  • Navin Fluorine International Ltd

  • SIS Ltd

  • Grindwell Norton Ltd

  • Cholamandalam Financial Holdings Ltd

  • JK Cement Ltd

  • Birlasoft Ltd

  • Brigade Enterprises Ltd

  • PVR INOX Ltd

  • RHI Magnesita India Ltd

  • Natco Pharma Ltd

  • Westlife Foodworld Ltd

  • R Systems International Ltd

  • Tata Steel Ltd

  • Shivalik Bimetal Controls Ltd

  • EID Parry India Ltd

  • Ganesha Ecosphere Ltd

  • Century Plyboards (India) Ltd

  • Multi Commodity Exchange of India Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • MM Forgings Ltd

  • Venus Pipes & Tubes Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Household & Personal Products

  • Hospital & Healthcare Services

  • Finance - Stock Broking

  • Miscellaneous

  • Finance - Investment

  • BPO/ITeS

  • Pharmaceuticals & Drugs

  • Wood & Wood Products

  • Compressors / Pumps

  • Cable

  • Consumer Food

  • Finance - Housing

  • Engineering - Construction

  • Engineering

  • Electrodes & Welding Equipment

  • Chemicals

  • Professional Services

  • Abrasives

  • Cement & Construction Materials

  • Construction - Real Estate

  • Film Production, Distribution & Entertainment

  • Refractories

  • Steel & Iron Products

  • Restaurants

  • Metal - Non Ferrous

  • Sugar

  • 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 ₹76.22 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 ₹0.08(0.23%)yesterday to ₹33.9624.

Among its top 3 holdings the fund has exposure to Safari Industries (India) 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