Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
+18.88%
3Y annualised
-0.54% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 Sep 2025
₹34.36
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹74.85Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (36)

NameSectorInstrumentAssets
HealthcareEquity5.78%
Consumer DiscretionaryEquity5.68%
TechnologyEquity5.45%
ServicesEquity4.65%
Capital GoodsEquity4.30%
Capital GoodsEquity4.28%
FinancialEquity3.86%
FinancialEquity3.69%
ServicesEquity3.57%
Consumer StaplesEquity3.49%
FinancialEquity3.45%
HealthcareEquity3.11%
ChemicalsEquity2.62%
FinancialEquity2.57%
Capital GoodsEquity2.52%
ConstructionEquity2.43%
ServicesEquity2.34%
TechnologyEquity2.26%
AutomobileEquity2.24%
FinancialEquity2.15%
Metals & MiningEquity2.11%
Capital GoodsEquity2.10%
ConstructionEquity2.01%
ServicesEquity1.93%
FinancialEquity1.91%
TechnologyEquity1.90%
ConstructionEquity1.81%
ServicesEquity1.80%
TechnologyEquity1.62%
HealthcareEquity1.49%
TextilesEquity1.46%
Capital GoodsEquity1.37%
Metals & MiningEquity1.17%
Consumer DiscretionaryEquity0.75%
Consumer StaplesEquity0.73%
Metals & MiningEquity0.37%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-3.7%18.9%31.3%15.0%
Category average-3.3%18.0%26.6%NA
Rank with in category1196NA
Understand terms

Peer Comparison

Expense ratio, exit load and tax

Expense ratio: 1.25%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund management

Rohit Seksaria
Apr 2019 - Present
View details

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.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Compare funds

Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
VS
Add mutual fund to compare