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

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Fund Overview Growth | Regular Plan

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  • Benchmark

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  • Minimum Addl Investment (₹)

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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 -2.53 3.11 -1.94 18.35 29.80 13.27
Nifty Smallcap 100 -4.08 -0.90 -8.28 22.26 24.57 14.14

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 -1.94 18.35 29.80 1.41 30.97
Axis ELSS Tax Saver Fund - Regular Plan - Growth Dec 29, 2009 Unrated 0.60 12.17 15.01 1.53 35,172.50
SBI ELSS Tax Saver Fund - REGULAR PLAN- GROWTH Mar 31, 1993 -3.03 23.47 24.30 1.58 30,271.16
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 -0.35 16.22 20.29 1.55 26,075.63
DSP ELSS Tax Saver Fund - Regular Plan - Growth Jan 18, 2007 -2.57 18.72 22.34 1.63 16,980.66
HDFC ELSS Tax saver-Growth Plan Mar 31, 1996 3.50 21.70 24.07 1.70 16,579.03

Fund Holdings as on 31-July-2025

  • Aster DM Healthcare Ltd

  • Affle (India) Ltd

  • TREPS

  • Safari Industries (India) Ltd

  • Sapphire Foods India Ltd

  • CSB Bank Ltd

  • KSB LTD

  • Green Panel Industries Ltd

  • Angel One Ltd

  • Multi Commodity Exchange of India Ltd

  • Ujjivan Small Finance Bank Ltd

  • Procter & Gamble Health Ltd

  • KEI Industries Ltd

  • Equitas Small Finance Bank Limited

  • JK Cement Ltd

  • Can Fin Homes Ltd

  • SIS Ltd

  • Kalpataru Projects International Ltd

  • TVS Holdings Ltd

  • ESAB India Ltd

  • Cholamandalam Financial Holdings Ltd

  • Birlasoft Ltd

  • Westlife Foodworld Ltd

  • PVR INOX Ltd

  • RHI Magnesita India Ltd

  • Rate Gain Travel Technologies Ltd

  • Brigade Enterprises Ltd

  • Laurus Labs Ltd

  • Navin Fluorine International Ltd

  • PNB Housing Finance Ltd

  • Natco Pharma Ltd

  • Ganesha Ecosphere Ltd

  • Grindwell Norton 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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  • Bank - Private

  • Finance - Stock Broking

  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • BPO/ITeS

  • Miscellaneous

  • IT - Software

  • Household & Personal Products

  • Wood & Wood Products

  • Consumer Food

  • Finance - Housing

  • Compressors / Pumps

  • Cable

  • Cement & Construction Materials

  • Professional Services

  • Auto Ancillary

  • Engineering - Construction

  • Electrodes & Welding Equipment

  • Finance - Investment

  • Restaurants

  • Film Production, Distribution & Entertainment

  • Refractories

  • Construction - Real Estate

  • Chemicals

  • Textile - Manmade Fibres

  • Abrasives

  • 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 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 ₹30.97 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 ₹-0.33(-1.18%)yesterday to ₹27.6002.

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