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

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  • 1.41 %Nav, as on 20-02-2025

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Fund Overview Growth | Regular Plan

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  • Benchmark

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  • Minimum Addl Investment (₹)

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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 -8.47 -9.73 -1.32 16.96 24.24 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 V Regular Plan - Growth Jul 05, 2017 -1.32 16.96 24.24 1.41 30.30
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

  • Multi Commodity Exchange of India Ltd

  • Safari Industries (India) Ltd

  • Aster DM Healthcare Ltd

  • Green Panel Industries Ltd

  • Affle (India) Ltd

  • Sapphire Foods India Ltd

  • KEI Industries Ltd

  • Navin Fluorine International Ltd

  • TREPS

  • KSB LTD

  • Angel One Ltd

  • CSB Bank Ltd

  • Equitas Small Finance Bank Limited

  • Rate Gain Travel Technologies Ltd

  • Laurus Labs Ltd

  • Ujjivan Small Finance Bank Ltd

  • Procter & Gamble Health Ltd

  • Birlasoft Ltd

  • SIS Ltd

  • Can Fin Homes Ltd

  • Brigade Enterprises Ltd

  • Kalpataru Projects International Ltd

  • PVR INOX Ltd

  • ESAB India Ltd

  • JK Cement Ltd

  • Westlife Foodworld Ltd

  • Grindwell Norton Ltd

  • TVS Holdings Ltd

  • RHI Magnesita India Ltd

  • Cholamandalam Financial Holdings Ltd

  • R Systems International Ltd

  • Shivalik Bimetal Controls Ltd

  • Century Plyboards (India) Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Tata Steel Ltd

  • Ador Welding Ltd

  • MM Forgings Ltd

  • Cash and Other Net Current Assets

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  • Finance - Stock Broking

  • Bank - Private

  • IT - Software

  • Wood & Wood Products

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Hospital & Healthcare Services

  • BPO/ITeS

  • Consumer Food

  • Cable

  • Chemicals

  • Miscellaneous

  • Compressors / Pumps

  • Electrodes & Welding Equipment

  • Professional Services

  • Finance - Housing

  • Construction - Real Estate

  • Engineering - Construction

  • Film Production, Distribution & Entertainment

  • Cement & Construction Materials

  • Restaurants

  • Abrasives

  • Auto Ancillary

  • Refractories

  • Finance - Investment

  • 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 ₹30.30 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 up ₹0.34(1.41%)yesterday to ₹24.2173.

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