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

Other Plans and Options
  • (-1.8%)Nav, as on 30-03-2026

  • Previous Nav

  • Net Change on 30-03-2026

  • PersonalFN Rating

  • Category

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular 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 Regular Plan - Growth -9.37 -12.05 2.45 15.28 19.06 10.77
Nifty Smallcap 100 -10.19 -13.22 -5.54 19.72 13.46 13.01

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 Regular Plan - Growth Jul 05, 2017 2.45 15.28 19.06 1.41 28.69
Axis ELSS Tax Saver Fund - Regular Plan - Growth Dec 29, 2009 Unrated -5.85 12.14 6.82 1.54 33,185.50
SBI ELSS Tax Saver Fund - REGULAR PLAN- GROWTH Mar 31, 1993 -4.25 19.23 16.54 1.57 32,171.48
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 -1.69 13.51 11.27 1.56 26,202.62
DSP ELSS Tax Saver Fund - Regular Plan - Growth Jan 18, 2007 -4.97 16.42 13.71 1.64 17,249.79
HDFC ELSS Tax saver-Growth Plan Mar 31, 1996 -4.11 16.75 16.35 1.70 16,618.14

Fund Holdings as on 28-February-2026

  • Aster DM Healthcare Ltd

  • Ujjivan Small Finance Bank Ltd

  • CSB Bank Ltd

  • Affle (India) Ltd

  • Safari Industries (India) Ltd

  • KSB LTD

  • TREPS

  • MTAR Technologies Ltd

  • Angel One Ltd

  • Equitas Small Finance Bank Limited

  • TVS Holdings Ltd

  • Can Fin Homes Ltd

  • Sapphire Foods India Ltd

  • Green Panel Industries Ltd

  • Procter & Gamble Health Ltd

  • Kalpataru Projects International Ltd

  • JK Cement Ltd

  • Rate Gain Travel Technologies Ltd

  • ESAB India Ltd

  • Zomato Ltd

  • Birlasoft Ltd

  • PVR INOX Ltd

  • SIS Ltd

  • Cholamandalam Financial Holdings Ltd

  • Natco Pharma Ltd

  • RHI Magnesita India Ltd

  • Grindwell Norton Ltd

  • PNB Housing Finance Ltd

  • Landmark Cars Ltd

  • Neogen Chemicals Ltd

  • Westlife Foodworld Ltd

  • Brigade Enterprises Ltd

  • Amber Enterprises India Ltd

  • Shivalik Bimetal Controls Ltd

  • Cash and Other Net Current Assets

  • R Systems International Ltd

  • Aavas Financiers Ltd

  • Venus Pipes & Tubes Ltd

  • EID Parry India Ltd

  • Century Plyboards (India) Ltd

  • Ganesha Ecosphere Ltd

  • Butterfly Gandhimathi Appliances Ltd

View More

  • Bank - Private

  • Hospital & Healthcare Services

  • Finance - Housing

  • IT - Software

  • Miscellaneous

  • Finance - Investment

  • Pharmaceuticals & Drugs

  • BPO/ITeS

  • Household & Personal Products

  • Compressors / Pumps

  • Engineering

  • Finance - Stock Broking

  • Wood & Wood Products

  • Consumer Food

  • Engineering - Construction

  • Cement & Construction Materials

  • Electrodes & Welding Equipment

  • Steel & Iron Products

  • e-Commerce

  • Film Production, Distribution & Entertainment

  • Professional Services

  • Refractories

  • Abrasives

  • Automobiles - Dealers & Distributors

  • Chemicals

  • Restaurants

  • Construction - Real Estate

  • Air Conditioners

  • Sugar

  • Textile - Manmade Fibres

  • Consumer Durables - Domestic Appliances

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 ₹28.69 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 down ₹-0.45(-1.8%)yesterday to ₹24.4569.

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