Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular-IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular-IDCW: Mutual Fund Overview
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular-IDCW is an ELSS mutual fund with over 8.97 years of performance history. The scheme manages an AUM of ₹33.54 Cr and has a NAV of ₹25.2648. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 11.8%.
Equity, ELSS, Principal at very high risk
1 Year Return 11.8% at 12 Mar 2026 07:51 PM
Fund Details
NAV 25.2648
Sub-Type ELSS
Rating Not Rated
Min. SIP Amount ₹0
Fund Age(Year) 8.97
Fund Size(in Crores) 33.54
Fund Performance
1 Month -9.32%
3 Month -7.45%
6 Month -9.04%
1 Year 11.8%
3 Year 16.33%
5 Year 20.01%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (94.65%) Market Cap Mid Cap 9.25 Small Cap 83.1 Large Cap 2.3 Top Sectors Financial 22.43 Capital Goods 15.59 Services 11.98 Healthcare 10.91 Technology 9.35 Consumer Discretionary 7.28 Materials 6.27 Metals & Mining 3.23 Automobile 3.12 Construction 1.42 Chemicals 1.42 Consumer Staples 0.9 Textiles 0.76 Top Holding Butterfly Gandhimathi 0.69 Ganesha Ecosphere 0.76 SIS 2.07 Aavas Financiers 1.02 Can Fin Homes 2.67 Greenpanel Industries 2.88 RateGain Travel 2.46 Eternal 2.3 Safari Industries (India) 5.26 RHI Magnesita 1.77 PVR Inox 1.83 KSB 3.71 Cholamandalam Financial 1.96 Brigade Enterprises 1.42 Procter & Gamble Health 2.5 Century Plyboards (India) 0.76 Amber Enterprises India 1.33 R Systems International 1.06 CSB Bank 4.32 Angel One 4.38 Natco Pharma 1.8 Landmark Cars 1.47 JK Cement 2.63 Venus Pipes & Tubes 1.02 Affle 3I 3.71 Kalpataru Projects Intl. 2.64 Birlasoft 2.12 Neogen Chemicals 1.42 Aster DM Healthcare 6.62 Westlife Foodworld 1.35 Shivalik Bimetal Controls 1.31 MTAR Technologies 3.79 Equitas Small Finance Bank 3.59 TVS Holdings 3.12 EID Parry 0.9 Esab India 2.37 Grindwell Norton 2.21 Sapphire Foods 2.96 Ujjivan Small Finance Bank 4.48
Debt & Others (5.35%) Sector Allocation Cash/Net Current Assets 1.29 Repo 4.06 Debt Credit Ratings Debt Category Others 5.35
Comparison with same funds
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - Growth Ret 1M -7.99% Ret 1Y 6.7% Ret 3Y 11.67% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - IDCW Ret 1M -7.99% Ret 1Y 6.7% Ret 3Y 11.67% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-Growth Ret 1M -8.13% Ret 1Y 10.54% Ret 3Y 14.2% Ret 5Y 7.62%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Ret 1M -8.13% Ret 1Y 10.54% Ret 3Y 14.2% Ret 5Y 7.62%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Reinvestment Ret 1M -8.13% Ret 1Y 10.54% Ret 3Y 14.2% Ret 5Y 7.62%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-Growth Ret 1M -7.14% Ret 1Y 5.72% Ret 3Y 13.98% Ret 5Y 7.51%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Payout Ret 1M -7.14% Ret 1Y 5.72% Ret 3Y 13.98% Ret 5Y 7.51%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Reinvestment Ret 1M -7.14% Ret 1Y 5.72% Ret 3Y 13.98% Ret 5Y 7.51%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-Growth Ret 1M -7.18% Ret 1Y 5.7% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-IDCW Ret 1M -7.18% Ret 1Y 5.7% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan ELSS Tax Saver Fund Regular-Growth Ret 1M -6.5% Ret 1Y 9.56% Ret 3Y 14.29% Ret 5Y 13.96%
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
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.
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.
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) 9
Date of Incorporation 2017-03-24
Total AUM 75674.2
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.
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