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

Other Plans and Options
  • 0.31 %Nav, as on 12-12-2025

  • Previous Nav

  • Net Change on 12-12-2025

  • PersonalFN Rating

  • Category

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

the investment objective of the scheme is to generate capital appreciation over a period of ten years by predominantly investing in equity and equity-related instruments of companies that can be termed as micro-cap. the investment will be eligible for Income tax benefit. For the purpose of investment by the scheme ‘Micro cap’ stock is defined as one whose market cap is equal to or lower than the 301stStock by market cap (after sorting the securities in the descending order of market capitalization) on the National Stock exchange of India limited, Mumbai, at the time of investment. however, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

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 V Direct Plan - Growth -1.83 -1.70 -3.37 18.40 26.54 13.30
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 V Direct Plan - Growth Jul 05, 2017 -3.37 18.40 26.54 1.19 30.70
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

  • Aster DM Healthcare Ltd

  • TREPS

  • Safari Industries (India) Ltd

  • Affle (India) Ltd

  • Ujjivan Small Finance Bank Ltd

  • CSB Bank Ltd

  • Angel One Ltd

  • KSB LTD

  • Sapphire Foods India Ltd

  • Green Panel Industries Ltd

  • Can Fin Homes Ltd

  • Rate Gain Travel Technologies Ltd

  • Equitas Small Finance Bank Limited

  • Procter & Gamble Health Ltd

  • KEI Industries Ltd

  • TVS Holdings Ltd

  • Kalpataru Projects International Ltd

  • JK Cement Ltd

  • MTAR Technologies Ltd

  • ESAB India Ltd

  • Multi Commodity Exchange of India Ltd

  • SIS Ltd

  • PVR INOX Ltd

  • Cholamandalam Financial Holdings Ltd

  • Birlasoft Ltd

  • RHI Magnesita India Ltd

  • Brigade Enterprises Ltd

  • PNB Housing Finance Ltd

  • Grindwell Norton Ltd

  • Westlife Foodworld Ltd

  • Natco Pharma Ltd

  • R Systems International Ltd

  • Shivalik Bimetal Controls Ltd

  • Tata Steel Ltd

  • Navin Fluorine International Ltd

  • EID Parry India Ltd

  • Ganesha Ecosphere Ltd

  • Century Plyboards (India) Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Laurus Labs Ltd

  • MM Forgings Ltd

  • Venus Pipes & Tubes Ltd

  • Cash and Other Net Current Assets

View More

  • Bank - Private

  • IT - Software

  • Hospital & Healthcare Services

  • Finance - Stock Broking

  • Household & Personal Products

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Finance - Investment

  • BPO/ITeS

  • Finance - Housing

  • Wood & Wood Products

  • Compressors / Pumps

  • Consumer Food

  • Cable

  • Engineering - Construction

  • Engineering

  • Cement & Construction Materials

  • Electrodes & Welding Equipment

  • Professional Services

  • Film Production, Distribution & Entertainment

  • Refractories

  • Construction - Real Estate

  • Abrasives

  • Restaurants

  • Steel & Iron Products

  • Metal - Non Ferrous

  • Chemicals

  • Sugar

  • Textile - Manmade Fibres

  • Consumer Durables - Domestic Appliances

  • Forgings

View More

  • Cash

  • Equity

View More

About Sundaram Long Term Micro Cap Tax Advantage Fund Series V

Scheme Analysis

Sundaram Long Term Micro Cap Tax Advantage Fund Series V is a Equity - ELSS fund and belongs to Sundaram Mutual Fund. It was launched on 05-Jul-2017 and currently has an AUM of ₹30.70 crore. Sundaram Long Term Micro Cap Tax Advantage Fund Series V is benchmarked against Nifty Smallcap 100 as primary index.

The NAV of Sundaram Long Term Micro Cap Tax Advantage Fund Series V ended up ₹0.09(0.31%)yesterday to ₹28.7103.

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 V 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