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

Equity
ELSS
Very High Risk
3Y Lock In
+18.94%
3Y annualised
-0.38% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Oct 2025
₹34.25
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹74.61Cr

Return calculator

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

Holdings (36)

NameSectorInstrumentAssets
HealthcareEquity6.05%
Consumer DiscretionaryEquity5.82%
TechnologyEquity5.58%
Capital GoodsEquity4.57%
Capital GoodsEquity4.29%
ServicesEquity4.19%
FinancialEquity3.79%
ServicesEquity3.78%
FinancialEquity3.76%
FinancialEquity3.74%
Consumer StaplesEquity3.50%
HealthcareEquity3.09%
FinancialEquity2.93%
TechnologyEquity2.86%
ChemicalsEquity2.59%
Capital GoodsEquity2.54%
AutomobileEquity2.41%
FinancialEquity2.29%
ServicesEquity2.28%
ConstructionEquity2.21%
Metals & MiningEquity2.15%
FinancialEquity2.09%
Capital GoodsEquity2.03%
ConstructionEquity1.96%
ServicesEquity1.86%
TechnologyEquity1.83%
ServicesEquity1.73%
ConstructionEquity1.69%
TechnologyEquity1.41%
Capital GoodsEquity1.41%
HealthcareEquity1.38%
Metals & MiningEquity1.28%
TextilesEquity1.11%
Consumer StaplesEquity0.80%
Consumer DiscretionaryEquity0.71%
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-4.7%18.9%30.8%14.8%
Category average-2.1%18.4%25.7%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,

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