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

Fund Details

NAV 28.2072

Sub-Type ELSS

Rating Not Rated

Min. SIP Amount ₹0

Fund Age(Year) 8.9

Fund Size(in Crores) 33.87

Fund Performance

1 Month -2.05%

3 Month -4.09%

6 Month -0.98%

1 Year 11.21%

3 Year 18.89%

5 Year 22.65%

Know This Fund

As on 16 Feb 2026

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

Equity (95.8%) Market Cap Small Cap 89.94 Large Cap 1.5 Mid Cap 4.36 Top Sectors Financial 23.2 Capital Goods 15.89 Services 10.91 Technology 10.57 Healthcare 9.71 Consumer Discretionary 7.52 Materials 6.54 Automobile 3.08 Metals & Mining 2.96 Chemicals 2.26 Construction 1.53 Consumer Staples 0.95 Textiles 0.67 Top Holding EID Parry 0.95 Equitas Small Finance Bank 3.87 Esab India 2.38 Angel One 4.73 Ganesha Ecosphere 0.67 Shivalik Bimetal Controls 1.23 SIS 2.26 Westlife Foodworld 1.33 R Systems International 1.37 Procter & Gamble Health 2.67 Affle 3I 4.13 Safari Industries (India) 5.89 Venus Pipes & Tubes 0.93 KSB 3.38 MTAR Technologies 2.89 Ujjivan Small Finance Bank 4.99 Amber Enterprises India 0.94 Kalpataru Projects Intl. 2.42 Butterfly Gandhimathi 0.69 RateGain Travel 2.82 PVR Inox 1.73 Can Fin Homes 2.93 CSB Bank 4.71 Birlasoft 2.25 Century Plyboards (India) 0.82 Navin Fluorine International 1.1 Natco Pharma 1.51 Cholamandalam Financial 1.96 Eternal 1.5 Grindwell Norton 2.03 TVS Holdings 3.08 JK Cement 2.55 Brigade Enterprises 1.53 RHI Magnesita 1.79 Sapphire Foods 2.72 Kei Industries 1.81 Greenpanel Industries 3.18 Landmark Cars 1.37 Aster DM Healthcare 5.53 Neogen Chemicals 1.16

Debt & Others (4.2%) Sector Allocation Net Payables -0.11 Repo 4.31 Debt Credit Ratings Debt Category Others 4.2

Comparison with same funds

Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - Growth Ret 1M -0.92% Ret 1Y 11.19% Ret 3Y 13.35% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - IDCW Ret 1M -0.92% Ret 1Y 11.19% Ret 3Y 13.35% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-Growth Ret 1M -0.16% Ret 1Y 16.17% Ret 3Y 15.76% Ret 5Y 9.65%

Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Ret 1M -0.16% Ret 1Y 16.17% Ret 3Y 15.76% Ret 5Y 9.65%

Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Reinvestment Ret 1M -0.16% Ret 1Y 16.17% Ret 3Y 15.76% Ret 5Y 9.65%

Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-Growth Ret 1M 0.39% Ret 1Y 8.97% Ret 3Y 15.72% Ret 5Y 9.06%

Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Payout Ret 1M 0.39% Ret 1Y 8.97% Ret 3Y 15.72% Ret 5Y 9.06%

Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Reinvestment Ret 1M 0.39% Ret 1Y 8.97% Ret 3Y 15.72% Ret 5Y 9.06%

Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-Growth Ret 1M -0.01% Ret 1Y 11.79% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-IDCW Ret 1M -0.01% Ret 1Y 11.79% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan ELSS Tax Saver Fund Regular-Growth Ret 1M 0.14% Ret 1Y 11.86% Ret 3Y 15.7% Ret 5Y 15.88%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.43%

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.

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.

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.

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 2017-03-24

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.