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

Equity
ELSS
Very High Risk
3Y Lock In
+19.31%
3Y annualised
-1.27% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Nov 2025
₹34.39
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹77.52Cr

Return calculator

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

Holdings (36)

NameSectorInstrumentAssets
HealthcareEquity6.29%
Consumer DiscretionaryEquity5.46%
TechnologyEquity5.33%
FinancialEquity4.20%
FinancialEquity4.06%
FinancialEquity4.04%
Capital GoodsEquity3.98%
ServicesEquity3.92%
Consumer StaplesEquity3.55%
Capital GoodsEquity3.48%
ServicesEquity3.39%
ChemicalsEquity3.07%
HealthcareEquity2.91%
FinancialEquity2.81%
AutomobileEquity2.76%
TechnologyEquity2.72%
FinancialEquity2.51%
Capital GoodsEquity2.45%
Metals & MiningEquity2.20%
ConstructionEquity2.18%
ConstructionEquity2.10%
ServicesEquity2.09%
FinancialEquity2.04%
ServicesEquity2.01%
Capital GoodsEquity1.94%
TechnologyEquity1.85%
ConstructionEquity1.75%
TechnologyEquity1.45%
ServicesEquity1.44%
HealthcareEquity1.37%
Metals & MiningEquity1.33%
Capital GoodsEquity1.30%
TextilesEquity1.10%
Consumer DiscretionaryEquity0.76%
Consumer StaplesEquity0.71%
Metals & MiningEquity0.35%
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 returns5.7%19.3%28.7%14.7%
Category average7.2%18.2%23.8%NA
Rank with in category1286NA
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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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