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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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 -8.90 -10.45 9.17 16.30 19.15 11.03
Nifty Smallcap 100 -7.20 -7.15 6.31 20.48 14.02 13.26

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 9.17 16.30 19.15 1.44 33.55
Axis ELSS Tax Saver Fund - Regular Plan - Growth Dec 29, 2009 Unrated 3.65 13.75 7.25 1.54 33,185.50
SBI ELSS Tax Saver Fund - REGULAR PLAN- GROWTH Mar 31, 1993 4.79 21.04 17.30 1.57 32,171.48
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 8.82 15.52 12.17 1.56 26,202.62
DSP ELSS Tax Saver Fund - Regular Plan - Growth Jan 18, 2007 5.85 18.24 14.72 1.64 17,249.79
HDFC ELSS Tax saver-Growth Plan Mar 31, 1996 5.86 18.53 17.15 1.70 16,618.14

Fund Holdings as on 28-February-2026

  • Aster DM Healthcare Ltd

  • Safari Industries (India) Ltd

  • Ujjivan Small Finance Bank Ltd

  • Angel One Ltd

  • CSB Bank Ltd

  • TREPS

  • MTAR Technologies Ltd

  • KSB LTD

  • Affle (India) Ltd

  • Equitas Small Finance Bank Limited

  • TVS Holdings Ltd

  • Sapphire Foods India Ltd

  • Green Panel Industries Ltd

  • Can Fin Homes Ltd

  • Kalpataru Projects International Ltd

  • JK Cement Ltd

  • Procter & Gamble Health Ltd

  • Rate Gain Travel Technologies Ltd

  • ESAB India Ltd

  • Zomato Ltd

  • Grindwell Norton Ltd

  • Birlasoft Ltd

  • SIS Ltd

  • Cholamandalam Financial Holdings Ltd

  • PVR INOX Ltd

  • Natco Pharma Ltd

  • RHI Magnesita India Ltd

  • Landmark Cars Ltd

  • Brigade Enterprises Ltd

  • Neogen Chemicals Ltd

  • Westlife Foodworld Ltd

  • Amber Enterprises India Ltd

  • Shivalik Bimetal Controls Ltd

  • Cash and Other Net Current Assets

  • R Systems International Ltd

  • Aavas Financiers Ltd

  • Venus Pipes & Tubes Ltd

  • EID Parry India Ltd

  • Ganesha Ecosphere Ltd

  • Century Plyboards (India) Ltd

  • Butterfly Gandhimathi Appliances Ltd

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  • Bank - Private

  • Hospital & Healthcare Services

  • IT - Software

  • Miscellaneous

  • Household & Personal Products

  • Finance - Investment

  • Finance - Stock Broking

  • Pharmaceuticals & Drugs

  • Engineering

  • BPO/ITeS

  • Compressors / Pumps

  • Finance - Housing

  • Wood & Wood Products

  • Consumer Food

  • Engineering - Construction

  • Cement & Construction Materials

  • Electrodes & Welding Equipment

  • Steel & Iron Products

  • e-Commerce

  • Abrasives

  • Professional Services

  • Film Production, Distribution & Entertainment

  • Refractories

  • Automobiles - Dealers & Distributors

  • Construction - Real Estate

  • Chemicals

  • Restaurants

  • Air Conditioners

  • Sugar

  • Textile - Manmade Fibres

  • Consumer Durables - Domestic Appliances

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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 ₹33.55 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 ₹0.05(0.2%)yesterday to ₹25.6581.

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 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