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

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Fund Overview Growth | Regular Plan

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Fund Objective

The investment objective of the scheme is to to generate consistent long-term returns by investing predominantly in equity/equity related instruments of companies that can be termed as micro-caps (as indicated in highlights & Scheme Summary and Part II of this Document)

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth -8.33 -9.89 -2.60 17.83 24.62 12.28
Nifty Smallcap 100 -10.42 -11.14 -2.30 15.87 20.44 13.88

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth Mar 24, 2017 -2.60 17.83 24.62 1.44 35.31
Axis ELSS Tax Saver Fund - Regular Plan - Growth Dec 29, 2009 Unrated 8.46 8.69 11.11 1.54 34,496.58
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 9.28 22.72 22.35 1.60 27,305.51
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 5.55 12.30 17.52 1.56 24,007.47
DSP ELSS Tax Saver Fund - Regular Plan - Growth Jan 18, 2007 10.35 16.70 19.16 1.65 15,985.06
HDFC ELSS Tax saver-Growth Plan Mar 31, 1996 9.41 20.88 20.11 1.69 15,413.45

Fund Holdings as on 31-January-2025

  • Safari Industries (India) Ltd

  • Multi Commodity Exchange of India Ltd

  • Aster DM Healthcare Ltd

  • Green Panel Industries Ltd

  • Angel One Ltd

  • Navin Fluorine International Ltd

  • Sapphire Foods India Ltd

  • Affle (India) Ltd

  • TREPS

  • Equitas Small Finance Bank Limited

  • JK Cement Ltd

  • KEI Industries Ltd

  • KSB LTD

  • CSB Bank Ltd

  • Rate Gain Travel Technologies Ltd

  • Ujjivan Small Finance Bank Ltd

  • Birlasoft Ltd

  • Procter & Gamble Health Ltd

  • Grindwell Norton Ltd

  • SIS Ltd

  • Brigade Enterprises Ltd

  • Kalpataru Projects International Ltd

  • ESAB India Ltd

  • Can Fin Homes Ltd

  • Westlife Foodworld Ltd

  • PVR INOX Ltd

  • TVS Holdings Ltd

  • RHI Magnesita India Ltd

  • Cholamandalam Financial Holdings Ltd

  • R Systems International Ltd

  • Shivalik Bimetal Controls Ltd

  • Century Plyboards (India) Ltd

  • Tata Steel Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Ador Welding Ltd

  • MM Forgings Ltd

  • Cash and Other Net Current Assets

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  • Finance - Stock Broking

  • Bank - Private

  • IT - Software

  • Household & Personal Products

  • Wood & Wood Products

  • Hospital & Healthcare Services

  • Chemicals

  • Consumer Food

  • BPO/ITeS

  • Miscellaneous

  • Cement & Construction Materials

  • Cable

  • Compressors / Pumps

  • Electrodes & Welding Equipment

  • Pharmaceuticals & Drugs

  • Abrasives

  • Professional Services

  • Construction - Real Estate

  • Engineering - Construction

  • Finance - Housing

  • Restaurants

  • Film Production, Distribution & Entertainment

  • Auto Ancillary

  • Refractories

  • Finance - Investment

  • Metal - Non Ferrous

  • Steel & Iron Products

  • Consumer Durables - Domestic Appliances

  • Forgings

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  • Cash

  • Equity

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About Sundaram Long Term Micro Cap Tax Advantage Fund Series IV

Scheme Analysis

Sundaram Long Term Micro Cap Tax Advantage Fund Series IV is a Equity - ELSS fund and belongs to Sundaram Mutual Fund. It was launched on 24-Mar-2017 and currently has an AUM of ₹35.31 crore. Sundaram Long Term Micro Cap Tax Advantage Fund Series IV is benchmarked against Nifty Smallcap 100 as primary index.

The NAV of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV ended up ₹0.38(1.56%)yesterday to ₹25.023.

Among its top 3 holdings the fund has exposure to Safari Industries (India) Ltd, and

The Sundaram Long Term Micro Cap Tax Advantage Fund Series IV is managed by Sudhir Kedia and Rohit Seksaria.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156