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

Fund Details

NAV 29.2211

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 (99.12%) Market Cap Mid Cap 14.81 Small Cap 0.03 Large Cap 84.28 Top Sectors Financial 30.56 Automobile 10.79 Energy 10.69 Technology 8.17 Capital Goods 5.65 Healthcare 5.15 Construction 5.04 Communication 4.24 Services 4.16 Consumer Staples 4.08 Metals & Mining 3.54 Chemicals 2.01 Textiles 1.93 Insurance 1.8 Materials 1.31 Top Holding HDFC Bank 7.67 SRF 2.01 Apollo Hospitals Enterprise 2.02 Ambuja Cements 1.31 Cipla 1.12 Hindustan Unilever 2.26 Bajaj Finance 3.05 HDFC AMC 1.96 SBI Life Insurance Company 1.8 TVS Motor Company - Pref. Shares 0.03 Maruti Suzuki India 2.77 Infosys 4.29 Tata Steel 1.85 Vedanta 1.69 Larsen & Toubro 5.04 Reliance Industries 6.4 Bharti Airtel 4.24 Tech Mahindra 2.3 FSN E-Commerce Ventures 1.72 Coforge 1.58 Lupin 2.01 TVS Motor Company 2.43 NTPC 2.4 Cummins India 2.06 Bharat Electronics 3.59 Eicher Motors 1.94 Muthoot Finance 2.58 Interglobe Aviation 2.44 Hindustan Petroleum Corporation 1.89 Page Industries 1.93 State Bank of India 5.12 ICICI Bank 6.37 Britannia Industries 1.82 Power Fin. Corp. 2.16 Mahindra & Mahindra 3.62 Bank of India 1.65

Debt & Others (0.88%) Sector Allocation Net Payables -0.11 Margin Money 0 Repo 0.99 Debt Credit Ratings Debt Category Others 0.88

Comparison with same funds

Equity, Flexi Cap funds 360 ONE Quant Fund Regular - Growth Ret 1M 0.33% Ret 1Y 4.79% Ret 3Y 22.85% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE Quant Fund Regular - IDCW Payout Ret 1M 0.33% Ret 1Y 4.79% Ret 3Y 22.85% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE Quant Fund Regular - IDCW Reinvestment Ret 1M 0.33% Ret 1Y 4.79% Ret 3Y 22.85% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Quant Fund Regular-Growth Ret 1M 0.5% Ret 1Y 4.38% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Quant Fund Regular-IDCW Ret 1M 0.5% Ret 1Y 4.38% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Quant Fund Regular-Growth Ret 1M -0.37% Ret 1Y -1.47% Ret 3Y 13.15% Ret 5Y 0%

Equity, Flexi Cap funds Axis Quant Fund Regular-IDCW Payout Ret 1M -0.37% Ret 1Y -1.47% Ret 3Y 13.15% Ret 5Y 0%

Equity, Flexi Cap funds Axis Quant Fund Regular-IDCW Reinvestment Ret 1M -0.37% Ret 1Y -1.47% Ret 3Y 13.15% Ret 5Y 0%

Equity, Flexi Cap funds DSP Quant Fund Regular - Growth Ret 1M 1.21% Ret 1Y 5.92% Ret 3Y 11.4% Ret 5Y 11.07%

Equity, Flexi Cap funds DSP Quant Fund Regular-IDCW Ret 1M 1.21% Ret 1Y 5.92% Ret 3Y 11.4% Ret 5Y 11.07%

Equity, Flexi Cap funds DSP Quant Fund Regular-IDCW Reinvestment Ret 1M 1.21% Ret 1Y 5.92% Ret 3Y 11.4% Ret 5Y 11.07%

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

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.

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.

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.