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Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-IDCW
Equity, ELSS, Principal at very high risk
1 Year Return 15.98%
Fund Details
NAV 26.2769
Sub-Type ELSS
Rating Not Rated
Min. SIP Amount 0
Fund Age(Year) 8.62
Fund Size 29.07
Fund Performance
1 Month -1.74%
3 Month -4.02%
6 Month 0.64%
1 Year 15.98%
3 Year 19.36%
5 Year 22.58%
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): 1.39%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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.
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 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 (95.63%) Market Cap Large Cap 1.5 Mid Cap 4.38 Small Cap 89.74 Top Sectors Financial 23.56 Capital Goods 16.34 Services 11.28 Technology 11.04 Healthcare 9.8 Materials 6.33 Consumer Discretionary 6.27 Automobile 3.11 Metals & Mining 2.53 Chemicals 2.34 Construction 1.45 Consumer Staples 0.95 Textiles 0.65 Top Holding Birlasoft 2.22 Aster DM Healthcare 5.45 Natco Pharma 1.48 Neogen Chemicals 1.17 Angel One 3.88 Brigade Enterprises 1.45 EID Parry 0.95 CSB Bank 4.68 Affle 3I 4.68 PNB Housing Finance 1.48 Greenpanel Industries 3.11 Cholamandalam Financial 1.87 Sapphire Foods 2.81 Century Plyboards (India) 0.83 Venus Pipes & Tubes 0.92 Navin Fluorine International 1.17 Amber Enterprises India 0.95 Eternal 1.5 JK Cement 2.38 Procter & Gamble Health 2.87 RateGain Travel 2.77 Westlife Foodworld 1.37 Butterfly Gandhimathi 0.67 KSB 3.74 Ganesha Ecosphere 0.65 Ujjivan Small Finance Bank 4.82 Can Fin Homes 3.42 SIS 2.26 Kalpataru Projects Intl. 2.38 Grindwell Norton 1.61 R Systems International 1.37 Shivalik Bimetal Controls 1.23 Safari Industries (India) 4.65 TVS Holdings 3.11 RHI Magnesita 1.78 Esab India 2.34 Kei Industries 2 Equitas Small Finance Bank 3.41 Landmark Cars 1.38 PVR Inox 1.96 MTAR Technologies 2.87
Debt & Others (4.37%) Sector Allocation Repo 4.4 Net Payables -0.03 Debt Credit Ratings Debt Category Others 4.37
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