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

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Fund Overview IDCW | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP 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 - Payout of Income Distribution cum Capital Withdrawal (IDCW) 1.67 -5.53 15.60 19.07 22.07 12.41
Nifty Smallcap 100 N/A N/A N/A N/A N/A N/A

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 - Payout of Income Distribution cum Capital Withdrawal (IDCW) Mar 24, 2017 15.60 19.07 22.07 1.33 33.87
Axis ELSS Tax Saver Fund - Direct Plan - IDCW Jan 01, 2013 Unrated 12.42 16.71 10.60 0.81 32,930.15
SBI ELSS Tax Saver Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 13.60 24.82 20.48 0.89 31,861.52
Mirae Asset ELSS Tax Saver Fund - Direct Plan - IDCW Dec 28, 2015 18.64 18.98 15.82 0.58 26,111.95
DSP ELSS Tax Saver Fund - Direct Plan - IDCW Jan 01, 2013 16.66 21.96 18.26 0.74 17,223.17
HDFC ELSS Tax saver - IDCW Option - Direct Plan Jan 01, 2013 14.79 22.12 20.31 1.08 16,749.21

Fund Holdings as on 31-January-2026

  • Safari Industries (India) Ltd

  • Aster DM Healthcare Ltd

  • Ujjivan Small Finance Bank Ltd

  • Angel One Ltd

  • CSB Bank Ltd

  • TREPS

  • Affle (India) Ltd

  • Equitas Small Finance Bank Limited

  • KSB LTD

  • Green Panel Industries Ltd

  • TVS Holdings Ltd

  • Can Fin Homes Ltd

  • MTAR Technologies Ltd

  • Rate Gain Travel Technologies Ltd

  • Sapphire Foods India Ltd

  • Procter & Gamble Health Ltd

  • JK Cement Ltd

  • Kalpataru Projects International Ltd

  • ESAB India Ltd

  • SIS Ltd

  • Birlasoft Ltd

  • Grindwell Norton Ltd

  • Cholamandalam Financial Holdings Ltd

  • KEI Industries Ltd

  • RHI Magnesita India Ltd

  • PVR INOX Ltd

  • Brigade Enterprises Ltd

  • Natco Pharma Ltd

  • Zomato Ltd

  • Landmark Cars Ltd

  • R Systems International Ltd

  • Westlife Foodworld Ltd

  • Shivalik Bimetal Controls Ltd

  • Neogen Chemicals Ltd

  • Navin Fluorine International Ltd

  • EID Parry India Ltd

  • Amber Enterprises India Ltd

  • Venus Pipes & Tubes Ltd

  • Century Plyboards (India) Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Ganesha Ecosphere Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Household & Personal Products

  • Hospital & Healthcare Services

  • Finance - Investment

  • Finance - Stock Broking

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • BPO/ITeS

  • Wood & Wood Products

  • Compressors / Pumps

  • Finance - Housing

  • Engineering

  • Consumer Food

  • Cement & Construction Materials

  • Engineering - Construction

  • Electrodes & Welding Equipment

  • Chemicals

  • Professional Services

  • Steel & Iron Products

  • Abrasives

  • Cable

  • Refractories

  • Film Production, Distribution & Entertainment

  • Construction - Real Estate

  • e-Commerce

  • Automobiles - Dealers & Distributors

  • Restaurants

  • Sugar

  • Air Conditioners

  • Consumer Durables - Domestic Appliances

  • Textile - Manmade Fibres

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Most Recent Dividend

  • 12/12/2023

  • 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 ₹33.87 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 ₹-0.3(-1.09%)yesterday to ₹27.0708.

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