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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  • Benchmark

  • 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 Direct Plan - Growth -1.91 -1.44 -3.84 18.51 26.56 13.17
Nifty Smallcap 100 -4.71 -3.33 -10.67 20.14 20.55 13.89

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 -3.84 18.51 26.56 1.33 36.06
Axis ELSS Tax Saver Fund - Direct Plan - Growth Option Jan 01, 2013 Unrated 1.82 14.39 12.26 0.81 35,083.65
SBI ELSS Tax Saver Fund - DIRECT PLAN -GROWTH Jan 01, 2013 2.68 23.26 23.07 0.92 32,326.50
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth Dec 28, 2015 5.55 17.65 19.03 0.56 27,271.27
Nippon India ELSS Tax Saver Fund - Direct Plan Growth Plan Jan 01, 2013 2.60 17.11 20.41 1.02 15,519.07
ICICI Prudential ELSS Tax Saver Fund - Direct Plan - Growth Jan 01, 2013 7.07 16.47 18.14 1.08 14,956.70

Fund Holdings as on 30-November-2025

  • Safari Industries (India) Ltd

  • Aster DM Healthcare Ltd

  • TREPS

  • Angel One Ltd

  • Ujjivan Small Finance Bank Ltd

  • Affle (India) Ltd

  • CSB Bank Ltd

  • KSB LTD

  • Sapphire Foods India Ltd

  • Equitas Small Finance Bank Limited

  • Green Panel Industries Ltd

  • KEI Industries Ltd

  • Rate Gain Travel Technologies Ltd

  • TVS Holdings Ltd

  • Procter & Gamble Health Ltd

  • Navin Fluorine International Ltd

  • Can Fin Homes Ltd

  • JK Cement Ltd

  • Kalpataru Projects International Ltd

  • MTAR Technologies Ltd

  • ESAB India Ltd

  • SIS Ltd

  • Cholamandalam Financial Holdings Ltd

  • Grindwell Norton Ltd

  • Birlasoft Ltd

  • PVR INOX Ltd

  • RHI Magnesita India Ltd

  • Brigade Enterprises Ltd

  • Natco Pharma Ltd

  • Westlife Foodworld Ltd

  • R Systems International Ltd

  • Multi Commodity Exchange of India Ltd

  • Tata Steel Ltd

  • Shivalik Bimetal Controls Ltd

  • EID Parry India Ltd

  • Ganesha Ecosphere Ltd

  • Century Plyboards (India) Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • MM Forgings Ltd

  • Venus Pipes & Tubes Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Household & Personal Products

  • IT - Software

  • Hospital & Healthcare Services

  • Finance - Stock Broking

  • Finance - Investment

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • BPO/ITeS

  • Wood & Wood Products

  • Compressors / Pumps

  • Consumer Food

  • Cable

  • Chemicals

  • Finance - Housing

  • Cement & Construction Materials

  • Engineering - Construction

  • Engineering

  • Electrodes & Welding Equipment

  • Professional Services

  • Abrasives

  • Film Production, Distribution & Entertainment

  • Refractories

  • Construction - Real Estate

  • Steel & Iron Products

  • Restaurants

  • Metal - Non Ferrous

  • Sugar

  • 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 ₹36.06 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 ₹0.07(0.23%)yesterday to ₹29.4397.

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