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

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Fund Overview Growth | Regular Plan

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  • Benchmark

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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 -0.42 -2.20 -2.67 19.57 31.69 13.35
Nifty Smallcap 100 -1.63 -5.20 -4.95 23.73 25.39 14.21

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 -2.67 19.57 31.69 1.44 35.22
Axis ELSS Tax Saver Fund - Regular Plan - Growth Dec 29, 2009 Unrated 2.22 14.41 15.82 1.54 34,301.98
SBI ELSS Tax Saver Fund - REGULAR PLAN- GROWTH Mar 31, 1993 -0.08 25.12 25.25 1.58 30,419.61
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 4.80 18.41 20.89 1.55 25,910.64
DSP ELSS Tax Saver Fund - Regular Plan - Growth Jan 18, 2007 0.34 20.42 23.32 1.63 16,749.39
HDFC ELSS Tax saver-Growth Plan Mar 31, 1996 7.03 23.10 25.87 1.70 16,644.54

Fund Holdings as on 30-September-2025

  • Safari Industries (India) Ltd

  • Aster DM Healthcare Ltd

  • Affle (India) Ltd

  • TREPS

  • Sapphire Foods India Ltd

  • Multi Commodity Exchange of India Ltd

  • CSB Bank Ltd

  • Angel One Ltd

  • Ujjivan Small Finance Bank Ltd

  • KSB LTD

  • Green Panel Industries Ltd

  • KEI Industries Ltd

  • Navin Fluorine International Ltd

  • Procter & Gamble Health Ltd

  • Equitas Small Finance Bank Limited

  • Rate Gain Travel Technologies Ltd

  • JK Cement Ltd

  • Kalpataru Projects International Ltd

  • TVS Holdings Ltd

  • Can Fin Homes Ltd

  • SIS Ltd

  • Cholamandalam Financial Holdings Ltd

  • ESAB India Ltd

  • Grindwell Norton Ltd

  • PVR INOX Ltd

  • Birlasoft Ltd

  • Westlife Foodworld Ltd

  • Brigade Enterprises 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

  • Household & Personal Products

  • IT - Software

  • Hospital & Healthcare Services

  • BPO/ITeS

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Wood & Wood Products

  • Consumer Food

  • Compressors / Pumps

  • Cable

  • Chemicals

  • Cement & Construction Materials

  • Engineering - Construction

  • Auto Ancillary

  • Finance - Housing

  • Professional Services

  • Finance - Investment

  • Electrodes & Welding Equipment

  • Abrasives

  • Film Production, Distribution & Entertainment

  • Restaurants

  • Construction - Real Estate

  • 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 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 ₹35.22 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 down ₹-0.02(-0.07%)yesterday to ₹29.2866.

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