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

Equity
ELSS
Very High Risk
3Y Lock In
18.46%
3Y annualised
+0.47% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Sep 2025
₹29.15
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹36.37Cr

Return calculator

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

Holdings (36)

NameSectorInstrumentAssets
Consumer DiscretionaryEquity5.67%
HealthcareEquity5.64%
TechnologyEquity4.87%
FinancialEquity4.51%
ServicesEquity4.23%
FinancialEquity4.21%
Consumer StaplesEquity3.80%
Capital GoodsEquity3.73%
ServicesEquity3.68%
FinancialEquity3.53%
ConstructionEquity3.49%
ChemicalsEquity3.37%
Capital GoodsEquity3.13%
FinancialEquity3.05%
HealthcareEquity2.77%
ServicesEquity2.42%
Capital GoodsEquity2.26%
FinancialEquity2.20%
AutomobileEquity2.19%
Capital GoodsEquity2.12%
FinancialEquity2.09%
TechnologyEquity1.96%
ConstructionEquity1.91%
Metals & MiningEquity1.89%
TechnologyEquity1.88%
ConstructionEquity1.88%
ServicesEquity1.83%
ServicesEquity1.65%
HealthcareEquity1.60%
TextilesEquity1.58%
Capital GoodsEquity1.43%
TechnologyEquity1.41%
Metals & MiningEquity1.11%
Consumer DiscretionaryEquity0.75%
Consumer StaplesEquity0.69%
Metals & MiningEquity0.41%
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-3.1%18.5%31.1%13.5%
Category average-3.6%17.1%25.7%NA
Rank with in category875NA
Understand terms

Peer Comparison

Expense ratio, exit load and tax

Expense ratio: 1.33%

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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