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

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  • (-0.86%)Nav, as on 25-03-2025

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Fund Overview Growth | Regular Plan

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Fund Objective

the investment objective of the scheme is to generate capital appreciation over a period of ten years by predominantly investing in equity and equity-related instruments of companies that can be termed as micro-cap. the investment will be eligible for Income tax benefit. For the purpose of investment by the scheme ‘Micro cap’ stock is defined as one whose market cap is equal to or lower than the 301stStock by market cap (after sorting the securities in the descending order of market capitalization) on the National Stock exchange of India limited, Mumbai, at the time of investment. however, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

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 V Regular Plan - Growth 1.56 -12.51 4.87 15.39 38.02 12.12
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 V Regular Plan - Growth Jul 05, 2017 4.87 15.39 38.02 1.41 26.38
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

  • Multi Commodity Exchange of India Ltd

  • Safari Industries (India) Ltd

  • Sapphire Foods India Ltd

  • TREPS

  • Affle (India) Ltd

  • Aster DM Healthcare Ltd

  • Navin Fluorine International Ltd

  • Green Panel Industries Ltd

  • Angel One Ltd

  • KSB LTD

  • KEI Industries Ltd

  • CSB Bank Ltd

  • Equitas Small Finance Bank Limited

  • Laurus Labs Ltd

  • Procter & Gamble Health Ltd

  • Ujjivan Small Finance Bank Ltd

  • SIS Ltd

  • Birlasoft Ltd

  • Rate Gain Travel Technologies Ltd

  • Can Fin Homes Ltd

  • ESAB India Ltd

  • Westlife Foodworld Ltd

  • JK Cement Ltd

  • Cholamandalam Financial Holdings Ltd

  • Kalpataru Projects International Ltd

  • PVR INOX Ltd

  • Brigade Enterprises Ltd

  • TVS Holdings Ltd

  • RHI Magnesita India Ltd

  • Grindwell Norton Ltd

  • Shivalik Bimetal Controls Ltd

  • R Systems International Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Tata Steel Ltd

  • Century Plyboards (India) Ltd

  • MM Forgings Ltd

  • Cash and Other Net Current Assets

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  • Finance - Stock Broking

  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Consumer Food

  • Miscellaneous

  • Wood & Wood Products

  • BPO/ITeS

  • Hospital & Healthcare Services

  • Chemicals

  • Compressors / Pumps

  • Cable

  • Professional Services

  • Finance - Housing

  • Electrodes & Welding Equipment

  • Cement & Construction Materials

  • Restaurants

  • Finance - Investment

  • Engineering - Construction

  • Film Production, Distribution & Entertainment

  • Construction - Real Estate

  • Auto Ancillary

  • Refractories

  • Abrasives

  • Metal - Non Ferrous

  • Consumer Durables - Domestic Appliances

  • Steel & Iron Products

  • Forgings

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  • Cash

  • Equity

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About Sundaram Long Term Micro Cap Tax Advantage Fund Series V

Scheme Analysis

Sundaram Long Term Micro Cap Tax Advantage Fund Series V is a Equity - ELSS fund and belongs to Sundaram Mutual Fund. It was launched on 05-Jul-2017 and currently has an AUM of ₹26.38 crore. Sundaram Long Term Micro Cap Tax Advantage Fund Series V is benchmarked against Nifty Smallcap 100 as primary index.

The NAV of Sundaram Long Term Micro Cap Tax Advantage Fund Series V ended down ₹-0.21(-0.86%)yesterday to ₹23.989.

Among its top 3 holdings the fund has exposure to Multi Commodity Exchange of India Ltd, and

The Sundaram Long Term Micro Cap Tax Advantage Fund Series V 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