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 1.14 -12.94 3.37 16.00 37.91 12.06
Nifty Smallcap 100 4.54 -14.01 6.99 16.04 36.14 13.98

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 3.37 16.00 37.91 1.44 30.84
Axis ELSS Tax Saver Fund - Regular Plan - Growth Dec 29, 2009 Unrated 10.19 10.28 20.69 1.56 32,174.34
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 12.63 24.28 34.04 1.60 25,723.50
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 10.74 14.19 29.33 1.57 22,411.17
DSP ELSS Tax Saver Fund - Regular Plan - Growth Jan 18, 2007 18.69 18.73 31.26 1.65 14,981.09
HDFC ELSS Tax saver-Growth Plan Mar 31, 1996 14.27 22.23 32.59 1.67 14,671.37

Fund Holdings as on 28-February-2025

  • Safari Industries (India) Ltd

  • Multi Commodity Exchange of India Ltd

  • TREPS

  • Sapphire Foods India Ltd

  • Angel One Ltd

  • Aster DM Healthcare Ltd

  • Navin Fluorine International Ltd

  • Affle (India) Ltd

  • Green Panel Industries Ltd

  • JK Cement Ltd

  • Equitas Small Finance Bank Limited

  • CSB Bank Ltd

  • KSB LTD

  • Ujjivan Small Finance Bank Ltd

  • KEI Industries Ltd

  • Procter & Gamble Health Ltd

  • SIS Ltd

  • Birlasoft Ltd

  • Rate Gain Travel Technologies Ltd

  • Cholamandalam Financial Holdings Ltd

  • ESAB India Ltd

  • Brigade Enterprises Ltd

  • Grindwell Norton Ltd

  • Kalpataru Projects International Ltd

  • Westlife Foodworld Ltd

  • Can Fin Homes Ltd

  • TVS Holdings Ltd

  • PVR INOX Ltd

  • RHI Magnesita India Ltd

  • Shivalik Bimetal Controls Ltd

  • R Systems International Ltd

  • Tata Steel Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Century Plyboards (India) Ltd

  • MM Forgings Ltd

  • Cash and Other Net Current Assets

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  • Finance - Stock Broking

  • Bank - Private

  • Household & Personal Products

  • IT - Software

  • Miscellaneous

  • Wood & Wood Products

  • Consumer Food

  • Hospital & Healthcare Services

  • Chemicals

  • BPO/ITeS

  • Cement & Construction Materials

  • Compressors / Pumps

  • Cable

  • Pharmaceuticals & Drugs

  • Professional Services

  • Finance - Investment

  • Electrodes & Welding Equipment

  • Construction - Real Estate

  • Abrasives

  • Engineering - Construction

  • Restaurants

  • Finance - Housing

  • Auto Ancillary

  • Film Production, Distribution & Entertainment

  • Refractories

  • 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 ₹30.84 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 down ₹-0.21(-0.86%)yesterday to ₹24.6717.

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