Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth: Mutual Fund Overview
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth is an ELSS mutual fund with over 8.72 years of performance history. The scheme manages an AUM of ₹28.68 Cr and has a NAV of ₹24.2138. 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 0.49%.
Equity, ELSS, Principal at very high risk
1 Year Return 0.49% at 24 Mar 2026 03:05 PM
Fund Details
NAV 24.2138
Sub-Type ELSS
Rating Not Rated
Min. SIP Amount ₹0
Fund Age(Year) 8.72
Fund Size(in Crores) 28.68
Fund Performance
1 Month -11.61%
3 Month -13.87%
6 Month -14.34%
1 Year 0.49%
3 Year 14.66%
5 Year 18.66%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (94.73%) Market Cap Large Cap 2.31 Small Cap 83.4 Mid Cap 9.02 Top Sectors Financial 22.96 Capital Goods 15.93 Services 12.41 Healthcare 11.01 Technology 9.81 Consumer Discretionary 6.18 Materials 6.08 Automobile 3.17 Metals & Mining 2.76 Chemicals 1.43 Construction 1.35 Consumer Staples 0.9 Textiles 0.75 Top Holding Equitas Small Finance Bank 3.18 CSB Bank 4.3 Aavas Financiers 1.03 Sapphire Foods 3.06 Angel One 3.61 Grindwell Norton 1.75 PVR Inox 2.09 Landmark Cars 1.48 Kalpataru Projects Intl. 2.61 JK Cement 2.47 R Systems International 1.06 Neogen Chemicals 1.43 Aster DM Healthcare 6.55 KSB 4.12 Birlasoft 2.1 Esab India 2.35 RateGain Travel 2.43 Cholamandalam Financial 1.87 RHI Magnesita 1.76 Brigade Enterprises 1.35 Venus Pipes & Tubes 1.01 MTAR Technologies 3.78 PNB Housing Finance 1.5 Procter & Gamble Health 2.69 EID Parry 0.9 Amber Enterprises India 1.34 Eternal 2.31 Affle 3I 4.22 Butterfly Gandhimathi 0.67 Ganesha Ecosphere 0.75 Century Plyboards (India) 0.77 Can Fin Homes 3.14 TVS Holdings 3.17 Greenpanel Industries 2.83 Shivalik Bimetal Controls 1.32 SIS 2.08 Westlife Foodworld 1.4 Ujjivan Small Finance Bank 4.34 Safari Industries (India) 4.17 Natco Pharma 1.77
Debt & Others (5.27%) Sector Allocation Repo 4.02 Cash/Net Current Assets 1.25 Debt Credit Ratings Debt Category Others 5.27
Comparison with same funds
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - Growth Ret 1M -12.39% Ret 1Y -2.96% Ret 3Y 10.26% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - IDCW Ret 1M -12.39% Ret 1Y -2.96% Ret 3Y 10.26% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-Growth Ret 1M -11.93% Ret 1Y 0.28% Ret 3Y 12.9% Ret 5Y 7.23%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Ret 1M -11.93% Ret 1Y 0.28% Ret 3Y 12.9% Ret 5Y 7.23%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Reinvestment Ret 1M -11.93% Ret 1Y 0.28% Ret 3Y 12.9% Ret 5Y 7.23%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-Growth Ret 1M -12.36% Ret 1Y -5.49% Ret 3Y 12.28% Ret 5Y 6.7%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Payout Ret 1M -12.36% Ret 1Y -5.49% Ret 3Y 12.28% Ret 5Y 6.7%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Reinvestment Ret 1M -12.36% Ret 1Y -5.49% Ret 3Y 12.28% Ret 5Y 6.7%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-Growth Ret 1M -11.67% Ret 1Y -4.26% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-IDCW Ret 1M -11.67% Ret 1Y -4.26% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan ELSS Tax Saver Fund Regular-Growth Ret 1M -11.28% Ret 1Y -1.71% Ret 3Y 12.43% Ret 5Y 13.09%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.39%
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) 9
Date of Incorporation 2017-07-05
Total AUM 76017.49
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.
Take Your Next Step
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth FAQs
How to invest in Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth?
Investing in Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth?
The term expense ratio for Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth is 1.39% as of 24 Mar 2026.
What is the NAV of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth?
The NAV of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth is ₹24.2138 as of 24 Mar 2026.
What is the AUM of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth?
The AUM (Assets Under Management) of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth is ₹28.68 Cr as of 24 Mar 2026.
What is the PE and PB ratio of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth?
The PE ratio of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth?
Yes, you can invest in Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth in the last 5 years?
The return of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth in the last 5 years is 18.66%.
What is the minimum SIP investment required in Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth?
The minimum SIP investment in Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth depends on the fund's scheme rules and usually starts at a small amount. For Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth, the minimum SIP amount is ₹0.
What is the current NAV of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth?
The NAV of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth, as of 24 Mar 2026, is ₹24.2138.
Who manages the Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth?
The fund managers responsible for Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth are:
- Sudhir Kedia
- Rohit Seksaria
- Dwijendra Srivastava