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Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular-IDCW Payout
Equity, ELSS, Principal at very high risk
1 Year Return 15.38%
Fund Details
NAV 28.5037
Sub-Type ELSS
Rating Not Rated
Min. SIP Amount 0
Fund Age(Year) 9.25
Fund Size 71.08
Fund Performance
1 Month -1.77%
3 Month -4.43%
6 Month 0.28%
1 Year 15.38%
3 Year 18.69%
5 Year 22.35%
Comparison with same funds
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - Growth Ret 1M 0.13% Ret 1Y 12.64% Ret 3Y 13.34% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - IDCW Ret 1M 0.13% Ret 1Y 12.64% Ret 3Y 13.34% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-Growth Ret 1M 0.45% Ret 1Y 18.0% Ret 3Y 16.07% Ret 5Y 9.52%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Ret 1M 0.45% Ret 1Y 18.0% Ret 3Y 16.07% Ret 5Y 9.52%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Reinvestment Ret 1M 0.45% Ret 1Y 18.0% Ret 3Y 16.07% Ret 5Y 9.52%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-Growth Ret 1M 1.25% Ret 1Y 11.12% Ret 3Y 15.41% Ret 5Y 9.03%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Payout Ret 1M 1.25% Ret 1Y 11.12% Ret 3Y 15.41% Ret 5Y 9.03%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Reinvestment Ret 1M 1.25% Ret 1Y 11.12% Ret 3Y 15.41% Ret 5Y 9.03%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-Growth Ret 1M 0.71% Ret 1Y 12.61% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-IDCW Ret 1M 0.71% Ret 1Y 12.61% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan ELSS Tax Saver Fund Regular-Growth Ret 1M 1.08% Ret 1Y 13.79% Ret 3Y 15.88% Ret 5Y 15.68%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.41%
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) 8
Date of Incorporation 2016-11-18
Total AUM 2026-01-31
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.
Know This Fund
As on 18 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (95.93%) Market Cap Large Cap 1.51 Small Cap 90.53 Mid Cap 3.88 Top Sectors Financial 22.26 Capital Goods 16.52 Technology 11.18 Services 11.11 Healthcare 9.84 Consumer Discretionary 7.29 Materials 5.98 Metals & Mining 3.13 Automobile 2.99 Chemicals 2.26 Construction 1.72 Consumer Staples 0.96 Textiles 0.68 Top Holding Aster DM Healthcare 5.59 Eternal 1.51 TVS Holdings 2.99 Butterfly Gandhimathi 0.66 Neogen Chemicals 1.18 Westlife Foodworld 1.3 Angel One 4.67 CSB Bank 4.69 Century Plyboards (India) 0.83 EID Parry 0.96 Procter & Gamble Health 2.73 SIS 2.31 Ganesha Ecosphere 0.68 Kei Industries 1.85 Brigade Enterprises 1.72 Safari Industries (India) 5.67 MTAR Technologies 2.92 Sapphire Foods 2.84 Grindwell Norton 2.2 Affle 3I 4.66 Natco Pharma 1.52 Equitas Small Finance Bank 3.77 Ujjivan Small Finance Bank 4.25 Landmark Cars 1.38 RHI Magnesita 1.79 Greenpanel Industries 3.12 Amber Enterprises India 0.95 Birlasoft 2.27 R Systems International 1.4 Navin Fluorine International 1.09 Esab India 2.4 Kalpataru Projects Intl. 2.43 KSB 3.88 Can Fin Homes 2.94 RateGain Travel 2.85 Shivalik Bimetal Controls 1.25 Venus Pipes & Tubes 0.93 Cholamandalam Financial 1.93 PVR Inox 1.77 JK Cement 2.04
Debt & Others (4.07%) Sector Allocation Net Payables -0.19 Repo 4.26 Debt Credit Ratings Debt Category Others 4.07
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