Sundaram Long Term Micro Cap Tax Advantage Fund Series IV - Growth - Regular Plan

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  • 0.39 %Nav, as on 16-09-2025

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Fund Overview Growth | Regular Plan

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  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

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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 IV Regular Plan - Growth 3.16 1.47 -2.28 17.78 30.65 13.47
Nifty Smallcap 100 3.30 -1.35 -7.07 21.60 24.53 14.27

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 IV Regular Plan - Growth Mar 24, 2017 -2.28 17.78 30.65 1.44 35.10
Axis ELSS Tax Saver Fund - Regular Plan - Growth Dec 29, 2009 Unrated -1.08 11.86 15.61 1.54 34,527.72
SBI ELSS Tax Saver Fund - REGULAR PLAN- GROWTH Mar 31, 1993 -2.59 22.95 24.84 1.58 29,937.40
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 0.02 16.04 20.66 1.56 25,562.27
DSP ELSS Tax Saver Fund - Regular Plan - Growth Jan 18, 2007 -2.80 18.23 23.05 1.63 16,474.93
Nippon India ELSS Tax Saver Fund-Growth Option Sep 21, 2005 -2.01 16.66 23.04 1.70 14,934.46

Fund Holdings as on 31-August-2025

  • Safari Industries (India) Ltd

  • Aster DM Healthcare Ltd

  • TREPS

  • Affle (India) Ltd

  • Sapphire Foods India Ltd

  • Angel One Ltd

  • KSB LTD

  • CSB Bank Ltd

  • Multi Commodity Exchange of India Ltd

  • Green Panel Industries Ltd

  • Ujjivan Small Finance Bank Ltd

  • Navin Fluorine International Ltd

  • KEI Industries Ltd

  • Procter & Gamble Health Ltd

  • JK Cement Ltd

  • Equitas Small Finance Bank Limited

  • Kalpataru Projects International Ltd

  • TVS Holdings Ltd

  • SIS Ltd

  • Rate Gain Travel Technologies Ltd

  • Can Fin Homes Ltd

  • ESAB India Ltd

  • Grindwell Norton Ltd

  • Cholamandalam Financial Holdings Ltd

  • PVR INOX Ltd

  • Birlasoft Ltd

  • Westlife Foodworld Ltd

  • RHI Magnesita India Ltd

  • Brigade Enterprises Ltd

  • R Systems International Ltd

  • Natco Pharma Ltd

  • Ganesha Ecosphere Ltd

  • Shivalik Bimetal Controls Ltd

  • Tata Steel Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Century Plyboards (India) Ltd

  • MM Forgings Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Finance - Stock Broking

  • Household & Personal Products

  • Hospital & Healthcare Services

  • IT - Software

  • Miscellaneous

  • BPO/ITeS

  • Pharmaceuticals & Drugs

  • Consumer Food

  • Wood & Wood Products

  • Compressors / Pumps

  • Chemicals

  • Cable

  • Cement & Construction Materials

  • Engineering - Construction

  • Auto Ancillary

  • Professional Services

  • Finance - Housing

  • Electrodes & Welding Equipment

  • Abrasives

  • Finance - Investment

  • Film Production, Distribution & Entertainment

  • Restaurants

  • Refractories

  • Construction - Real Estate

  • Textile - Manmade Fibres

  • Metal - Non Ferrous

  • Steel & Iron Products

  • 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 IV

Scheme Analysis

Sundaram Long Term Micro Cap Tax Advantage Fund Series IV is a Equity - ELSS fund and belongs to Sundaram Mutual Fund. It was launched on 24-Mar-2017 and currently has an AUM of ₹35.10 crore. Sundaram Long Term Micro Cap Tax Advantage Fund Series IV is benchmarked against Nifty Smallcap 100 as primary index.

The NAV of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV ended up ₹0.11(0.39%)yesterday to ₹29.3238.

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 IV 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