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

Fund Details

NAV 27.8125

Sub-Type ELSS

Rating Not Rated

Min. SIP Amount ₹0

Fund Age(Year) 8.75

Fund Size(in Crores) 36.05

Fund Performance

1 Month -3.18%

3 Month -2.99%

6 Month 0.72%

1 Year -2.08%

3 Year 18.3%

5 Year 25.85%

Know This Fund

As on 22 Dec 2025

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (97.44%) Market Cap Mid Cap 69.92 Large Cap 10.1 Small Cap 17.41 Top Sectors Financial 24.95 Healthcare 12.65 Automobile 9.66 Capital Goods 9.5 Metals & Mining 5.85 Technology 5.59 Materials 5.5 Consumer Staples 4.65 Consumer Discretionary 3.95 Construction 3.9 Services 3.08 Communication 3.05 Energy 2.19 Chemicals 1.93 Textiles 0.99 Top Holding Max Financial Services 2.69 Marico 1.71 LG Electronics India 1 Fortis Healthcare 1.75 Abbott India 0.99 Anthem Biosciences 1.65 PNB Housing Finance 0.78 Havells India 0.68 LIC Housing Fin. 1.14 Blue Star 2.22 Piramal Finance 2.36 Whirlpool Of India 0.73 AIA Engineering 2.41 Kei Industries 1.91 Radico Khaitan 1.05 Coforge 1.85 Mphasis 1.48 Biocon 1.22 Union Bank of India 2.23 Solar Industries India 1.23 UNO Minda 2.44 Equitas Small Finance Bank 1.11 Aditya Birla Capital 1.55 Torrent Power 0.97 Page Industries 0.99 Schaeffler India 1.17 Suzlon Energy 1.01 ITC Hotels 1.41 Kirloskar Brothers 1.06 Kajaria Ceramics 1.17 Ceat 0.92 Varun Beverages 0.9 Shriram Finance 1.28 Lupin 1.3 Aster DM Healthcare 1.08 Belrise Industries 1.08 JSW Energy 1.76 NMDC 1.41 Sri Lotus Developers and Realty 0.8 Hero Motocorp 2.13 Bharti Hexacom 1.72 Tube Investments Of India 2.01 IDFC First Bank 2.39 JK Cement 2.28 Glenmark Pharmaceuticals 3 Oil India 1.21 JSW Infrastructure 0.8 CRISIL 0.87 Indus Towers 1.33 L&T Fin 1.68 Hexaware Technologies 1.05 Nippon Life India Asset Management 2.14 Persistent Systems 1.21 Atul 0.7 Bharat Heavy Electricals 1.91 The Federal Bank 2.52 Indian Bank 3.05 Triveni Turbine 1.47 Astral 2.05 Minda Corporation 1.09 Alkem Laboratories 1.65 Godrej Properties 1.62 APL Apollo Tubes 2.03 AWL Agri Business 0.99

Debt & Others (2.56%) Sector Allocation Net Receivables 0.96 Repo 1.6 Debt Credit Ratings Debt Category Others 2.56

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Regular - Growth Ret 1M 0.33% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Regular - IDCW Ret 1M 0.33% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Low Duration Fund Regular-Growth Ret 1M 0.26% Ret 1Y 6.97% Ret 3Y 6.92% Ret 5Y 5.68%

Equity, Flexi Cap funds Aditya Birla Sun Life Low Duration Fund Regular-IDCW Daily Reinvestment Ret 1M 0.26% Ret 1Y 6.97% Ret 3Y 6.92% Ret 5Y 5.68%

Equity, Flexi Cap funds Aditya Birla Sun Life Low Duration Fund Regular-IDCW Weekly Reinvestment Ret 1M 0.26% Ret 1Y 6.97% Ret 3Y 6.92% Ret 5Y 5.68%

Equity, Flexi Cap funds Axis Treasury Advantage Fund Regular-Bonus Ret 1M 0.34% Ret 1Y 7.49% Ret 3Y 7.38% Ret 5Y 6.02%

Equity, Flexi Cap funds Axis Treasury Advantage Fund Regular-Growth Ret 1M 0.34% Ret 1Y 7.49% Ret 3Y 7.38% Ret 5Y 6.02%

Equity, Flexi Cap funds Axis Treasury Advantage Fund Regular-IDCW Daily Reinvestment Ret 1M 0.34% Ret 1Y 7.49% Ret 3Y 7.38% Ret 5Y 6.02%

Equity, Flexi Cap funds Axis Treasury Advantage Fund Regular-IDCW Monthly Payout Ret 1M 0.34% Ret 1Y 7.49% Ret 3Y 7.38% Ret 5Y 6.02%

Equity, Flexi Cap funds Axis Treasury Advantage Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.34% Ret 1Y 7.49% Ret 3Y 7.38% Ret 5Y 6.02%

Equity, Flexi Cap funds Axis Treasury Advantage Fund Regular-IDCW Weekly Payout Ret 1M 0.34% Ret 1Y 7.49% Ret 3Y 7.38% Ret 5Y 6.02%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.32%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Sudhir Kedia

Education Mr. Kedia is CA, CMA and MBA.

Experience Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.

Rohit Seksaria

Education Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad

Experience Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

Dwijendra Srivastava

Education Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.

Experience Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 10

Date of Incorporation 2017-03-24

Total AUM 2025-11-30

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.