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

Other Plans and Options
  • 2.3 %Nav, as on 25-03-2026

  • Previous Nav

  • Net Change on 25-03-2026

  • PersonalFN Rating

  • Category

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 -8.80 -12.43 1.84 15.37 19.65 12.45
Nifty Smallcap 100 -8.63 -12.50 -5.31 20.17 13.94 13.11

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 1.84 15.37 19.65 1.25 70.30
Axis ELSS Tax Saver Fund - Direct Plan - Growth Option Jan 01, 2013 Unrated -3.76 14.19 8.32 0.81 33,185.50
SBI ELSS Tax Saver Fund - DIRECT PLAN -GROWTH Jan 01, 2013 -2.37 21.23 18.24 0.92 32,171.48
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth Dec 28, 2015 0.91 15.97 13.54 0.59 26,202.62
DSP ELSS Tax Saver Fund - Direct Plan - Growth Jan 01, 2013 -2.30 18.64 15.89 0.74 17,249.79
HDFC ELSS Tax saver -Direct Plan - Growth Option Jan 01, 2013 -1.88 18.67 18.09 1.08 16,618.14

Fund Holdings as on 28-February-2026

  • Aster DM Healthcare Ltd

  • Safari Industries (India) Ltd

  • Angel One Ltd

  • CSB Bank Ltd

  • KSB LTD

  • Affle (India) Ltd

  • TREPS

  • MTAR Technologies Ltd

  • Ujjivan Small Finance Bank Ltd

  • Equitas Small Finance Bank Limited

  • Sapphire Foods India Ltd

  • TVS Holdings Ltd

  • Green Panel Industries Ltd

  • Can Fin Homes Ltd

  • Kalpataru Projects International Ltd

  • Procter & Gamble Health Ltd

  • Rate Gain Travel Technologies Ltd

  • ESAB India Ltd

  • Grindwell Norton Ltd

  • Zomato Ltd

  • Birlasoft Ltd

  • SIS Ltd

  • JK Cement Ltd

  • Cholamandalam Financial Holdings Ltd

  • PVR INOX Ltd

  • Natco Pharma Ltd

  • RHI Magnesita India Ltd

  • Brigade Enterprises Ltd

  • Landmark Cars Ltd

  • Neogen Chemicals Ltd

  • Amber Enterprises India Ltd

  • Shivalik Bimetal Controls Ltd

  • Westlife Foodworld Ltd

  • R Systems International Ltd

  • Venus Pipes & Tubes Ltd

  • Aavas Financiers Ltd

  • EID Parry India Ltd

  • Cash and Other Net Current Assets

  • Ganesha Ecosphere Ltd

  • Century Plyboards (India) Ltd

  • Butterfly Gandhimathi Appliances Ltd

View More

  • Bank - Private

  • Hospital & Healthcare Services

  • IT - Software

  • Household & Personal Products

  • Miscellaneous

  • Finance - Investment

  • Pharmaceuticals & Drugs

  • Finance - Stock Broking

  • Compressors / Pumps

  • BPO/ITeS

  • Engineering

  • Finance - Housing

  • Wood & Wood Products

  • Consumer Food

  • Engineering - Construction

  • Electrodes & Welding Equipment

  • Abrasives

  • Steel & Iron Products

  • e-Commerce

  • Professional Services

  • Cement & Construction Materials

  • Film Production, Distribution & Entertainment

  • Refractories

  • Construction - Real Estate

  • Automobiles - Dealers & Distributors

  • Chemicals

  • Air Conditioners

  • Restaurants

  • Sugar

  • Textile - Manmade Fibres

  • Consumer Durables - Domestic Appliances

View More

  • Cash

  • Equity

View More

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 ₹70.30 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 ₹0.69(2.3%)yesterday to ₹30.653.

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