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

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Fund Overview Growth | Direct 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 Direct Plan - Growth -1.11 4.31 2.82 19.12 28.14 13.46
Nifty Smallcap 100 -3.14 3.09 -3.69 21.35 22.06 14.04

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 Direct Plan - Growth Mar 24, 2017 2.82 19.12 28.14 1.33 36.56
Axis ELSS Tax Saver Fund - Direct Plan - Growth Option Jan 01, 2013 Unrated 6.96 14.87 13.16 0.81 35,171.95
SBI ELSS Tax Saver Fund - DIRECT PLAN -GROWTH Jan 01, 2013 6.30 23.88 24.25 0.94 31,782.82
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth Dec 28, 2015 9.83 17.98 20.00 0.56 27,069.09
DSP ELSS Tax Saver Fund - Direct Plan - Growth Jan 01, 2013 7.44 20.33 22.28 0.64 17,241.31
HDFC ELSS Tax saver -Direct Plan - Growth Option Jan 01, 2013 10.65 21.23 24.40 1.08 17,194.16

Fund Holdings as on 31-October-2025

  • Aster DM Healthcare Ltd

  • Safari Industries (India) Ltd

  • TREPS

  • Affle (India) Ltd

  • Angel One Ltd

  • CSB Bank Ltd

  • Ujjivan Small Finance Bank Ltd

  • Sapphire Foods India Ltd

  • Navin Fluorine International Ltd

  • Green Panel Industries Ltd

  • KSB LTD

  • Multi Commodity Exchange of India Ltd

  • KEI Industries Ltd

  • Equitas Small Finance Bank Limited

  • Procter & Gamble Health Ltd

  • TVS Holdings Ltd

  • Rate Gain Travel Technologies Ltd

  • JK Cement Ltd

  • Can Fin Homes Ltd

  • Kalpataru Projects International Ltd

  • Cholamandalam Financial Holdings Ltd

  • SIS Ltd

  • Grindwell Norton Ltd

  • PVR INOX Ltd

  • Brigade Enterprises Ltd

  • ESAB India Ltd

  • Birlasoft Ltd

  • RHI Magnesita India Ltd

  • Westlife Foodworld Ltd

  • R Systems International Ltd

  • Natco Pharma Ltd

  • Tata Steel Ltd

  • Shivalik Bimetal Controls Ltd

  • Ganesha Ecosphere Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Century Plyboards (India) Ltd

  • MM Forgings Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

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  • Hospital & Healthcare Services

  • IT - Software

  • Household & Personal Products

  • Finance - Investment

  • Miscellaneous

  • BPO/ITeS

  • Wood & Wood Products

  • Pharmaceuticals & Drugs

  • Consumer Food

  • Chemicals

  • Compressors / Pumps

  • Cable

  • Cement & Construction Materials

  • Finance - Housing

  • Engineering - Construction

  • Professional Services

  • Abrasives

  • Film Production, Distribution & Entertainment

  • Construction - Real Estate

  • Electrodes & Welding Equipment

  • Refractories

  • Restaurants

  • Steel & Iron Products

  • Metal - Non Ferrous

  • 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 ₹36.56 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 ₹-0.15(-0.5%)yesterday to ₹29.958.

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