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Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth
+15.41%
3Y annualised
-0.22% 1D
NAV: 20 Jul '26
₹32.28
Min. for SIP
Not Supported
Fund size (AUM)
₹37.28 Cr
Expense ratio
1.09%
Rating
--
Holdings (41)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Aster DM Healthcare Ltd | Healthcare | Equity | 7.13% |
| MTAR Technologies Ltd | Industrials | Equity | 6.83% |
| Angel One Ltd | Financial | Equity | 5.40% |
| Repo | Unspecified | Repo | 4.30% |
| Safari Industries (India) Ltd | Consumer Discretionary | Equity | 4.20% |
| KSB Ltd | Industrials | Equity | 4.16% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 4.10% |
| Equitas Small Finance Bank Ltd | Financial | Equity | 3.78% |
| RateGain Travel Technologies Ltd | Technology | Equity | 3.76% |
| Affle (India) Ltd | Industrials | Equity | 3.44% |
| CSB Bank Ltd | Financial | Equity | 3.32% |
| Procter & Gamble Health Ltd | Healthcare | Equity | 2.90% |
| Kalpataru Power Transmission Ltd | Industrials | Equity | 2.63% |
| Grindwell Norton Ltd | Materials | Equity | 2.59% |
| Sundaram-Clayton Ltd | Consumer Discretionary | Equity | 2.54% |
| SIS Ltd | Industrials | Equity | 2.53% |
| Can Fin Homes Ltd | Financial | Equity | 2.48% |
| Greenpanel Industries Ltd | Materials | Equity | 2.41% |
| Sapphire Foods India Ltd | Consumer Discretionary | Equity | 2.36% |
| JK Cement Ltd | Materials | Equity | 2.28% |
| Brigade Enterprises Ltd | Real Estate | Equity | 2.23% |
| Zomato Ltd | Technology | Equity | 2.22% |
| Esab India Ltd | Industrials | Equity | 2.22% |
| Shivalik Bimetal Controls Ltd | Industrials | Equity | 1.99% |
| Cholamandalam Financial Holdings Ltd | Financial | Equity | 1.79% |
| PVR Ltd | Consumer Discretionary | Equity | 1.55% |
| Natco Pharma Ltd | Healthcare | Equity | 1.53% |
| Venus Pipes & Tubes Ltd | Industrials | Equity | 1.42% |
| Birlasoft Ltd | Technology | Equity | 1.40% |
| Landmark Cars Ltd | Consumer Discretionary | Equity | 1.40% |
| RHI Magnesita India Ltd | Materials | Equity | 1.34% |
| Elecon Engineering Company Ltd | Industrials | Equity | 1.29% |
| Westlife Development Ltd | Consumer Discretionary | Equity | 1.20% |
| EID-Parry (India) Ltd | Materials | Equity | 1.15% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 1.13% |
| Aavas Financiers Ltd | Financial | Equity | 1.09% |
| Ganesha Ecosphere Ltd | Consumer Discretionary | Equity | 0.80% |
| R Systems International Ltd | Technology | Equity | 0.77% |
| Century Plyboards (India) Ltd | Materials | Equity | 0.69% |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | Equity | 0.66% |
| Net Payables | Unspecified | Net Payables | -1.00% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +5.8% | +15.4% | +17.3% | +13.4% |
| Category average (Equity ELSS) | +2.2% | +18.5% | +21.7% | -- |
| Rank (Equity ELSS) | 6 | 7 | 3 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
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%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +6.09% | +21.92% | 4,861.86 | |
 | +3.24% | +17.66% | 473.58 | |
 | +0.12% | +17.09% | 31,839.34 | |
 | -1.69% | +14.89% | 15,685.17 | |
 | +1.99% | +10.91% | 6,911.29 | |
| Compare | ||||
Fund management
DSDwijendra SrivastavaSep 2016 - PresentView details
DS
Dwijendra Srivastava
Sep 2016 - Present
View details
RSRohit SeksariaApr 2019 - PresentView details
RS
Rohit Seksaria
Apr 2019 - Present
View details
About Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Dwijendra Srivastava is the Current Fund Manager of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,991 Cr and the Latest NAV as of 20 Jul 2026 is ₹32.28.
The Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth is rated Very High risk.
;
Investment Objective
The scheme seeks 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 and from income tax benefit available.
Fund benchmarkNIFTY Smallcap 100 Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM₹76,991.28 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,