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

Fund Details

NAV 26.8191

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

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 Aditya Birla Sun Life Equity Savings Fund Regular-Growth Ret 1M 0.17% Ret 1Y 9.22% Ret 3Y 9.59% Ret 5Y 7.12%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Ret 1M 0.17% Ret 1Y 9.22% Ret 3Y 9.59% Ret 5Y 7.12%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Reinvestment Ret 1M 0.17% Ret 1Y 9.22% Ret 3Y 9.59% Ret 5Y 7.12%

Equity, Flexi Cap funds Axis Equity Savings Fund Regular-Growth Ret 1M 0.13% Ret 1Y 7.03% Ret 3Y 10.21% Ret 5Y 8.03%

Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Payout Ret 1M 0.13% Ret 1Y 7.03% Ret 3Y 10.21% Ret 5Y 8.03%

Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.13% Ret 1Y 7.03% Ret 3Y 10.21% Ret 5Y 8.03%

Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Payout Ret 1M 0.13% Ret 1Y 7.03% Ret 3Y 10.21% Ret 5Y 8.03%

Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Payout Ret 1M 0.13% Ret 1Y 7.03% Ret 3Y 10.21% Ret 5Y 8.03%

Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Reinvestment Ret 1M 0.13% Ret 1Y 7.03% Ret 3Y 10.21% Ret 5Y 8.03%

Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Reinvestment Ret 1M 0.13% Ret 1Y 7.03% Ret 3Y 10.21% Ret 5Y 8.03%

Equity, Flexi Cap funds Bajaj Finserv Equity Savings Fund Regular-Growth Ret 1M 0.26% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

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.

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 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.