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 15.12 22.31 3.63 24.61 36.09 13.86
Nifty Smallcap 100 16.87 24.69 6.98 27.98 33.69 14.65

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 3.63 24.61 36.09 1.44 35.83
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 9.90 19.61 25.21 1.56 25,567.42
Nippon India ELSS Tax Saver Fund-Growth Option Sep 21, 2005 6.88 21.90 26.33 1.69 15,291.63
ICICI Prudential ELSS Tax Saver Fund - Growth Aug 19, 1999 11.01 19.38 23.39 1.72 14,363.91
Quant ELSS Tax Saver Fund-Growth Apr 13, 2000 -5.62 20.05 33.78 1.64 11,329.06
Canara Robeco ELSS Tax Saver - Regular Plan - Growth Feb 02, 2009 Unrated 8.70 19.18 23.84 1.69 8,859.43

Fund Holdings as on 31-May-2025

  • Multi Commodity Exchange of India Ltd

  • Safari Industries (India) Ltd

  • Angel One Ltd

  • Aster DM Healthcare Ltd

  • TREPS

  • Affle (India) Ltd

  • Sapphire Foods India Ltd

  • KSB LTD

  • JK Cement Ltd

  • CSB Bank Ltd

  • Ujjivan Small Finance Bank Ltd

  • Green Panel Industries Ltd

  • Equitas Small Finance Bank Limited

  • KEI Industries Ltd

  • Navin Fluorine International Ltd

  • Procter & Gamble Health Ltd

  • SIS Ltd

  • Can Fin Homes Ltd

  • TVS Holdings Ltd

  • Kalpataru Projects International Ltd

  • Grindwell Norton Ltd

  • Brigade Enterprises Ltd

  • Cholamandalam Financial Holdings Ltd

  • Birlasoft Ltd

  • ESAB India Ltd

  • Rate Gain Travel Technologies Ltd

  • RHI Magnesita India Ltd

  • Westlife Foodworld Ltd

  • PVR INOX Ltd

  • Shivalik Bimetal Controls Ltd

  • R Systems International Ltd

  • Tata Steel Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Century Plyboards (India) Ltd

  • MM Forgings Ltd

  • Cash and Other Net Current Assets

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  • Finance - Stock Broking

  • Bank - Private

  • Household & Personal Products

  • Hospital & Healthcare Services

  • IT - Software

  • Miscellaneous

  • BPO/ITeS

  • Consumer Food

  • Wood & Wood Products

  • Compressors / Pumps

  • Cement & Construction Materials

  • Cable

  • Chemicals

  • Pharmaceuticals & Drugs

  • Professional Services

  • Finance - Housing

  • Auto Ancillary

  • Engineering - Construction

  • Abrasives

  • Construction - Real Estate

  • Finance - Investment

  • Electrodes & Welding Equipment

  • Refractories

  • Restaurants

  • Film Production, Distribution & Entertainment

  • Metal - Non Ferrous

  • Steel & Iron Products

  • 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 ₹35.83 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 ₹-0.23(-0.8%)yesterday to ₹28.8352.

Among its top 3 holdings the fund has exposure to Multi Commodity Exchange of 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