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Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth
+9.77%
3Y annualised
+0.78% 1D
NAV: 13 Oct '26
₹30.77
Min. for SIP
Not Supported
Fund size (AUM)
₹35.70 Cr
Expense ratio
1.12%
Rating
--
Holdings (43)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| MTAR Technologies Ltd | Industrials | Equity | 7.29% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 6.62% |
| Angel One Ltd | Financial | Equity | 4.67% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 4.47% |
| Safari Industries (India) Ltd | Consumer Discretionary | Equity | 3.93% |
| KSB Ltd | Industrials | Equity | 3.88% |
| Affle (India) Ltd | Industrials | Equity | 3.83% |
| RateGain Travel Technologies Ltd | Technology | Equity | 3.72% |
| Equitas Small Finance Bank Ltd | Financial | Equity | 3.61% |
| CSB Bank Ltd | Financial | Equity | 3.17% |
| Greenpanel Industries Ltd | Materials | Equity | 3.17% |
| Sapphire Foods India Ltd | Consumer Discretionary | Equity | 2.89% |
| Zomato Ltd | Technology | Equity | 2.80% |
| Kalpataru Power Transmission Ltd | Industrials | Equity | 2.77% |
| Brigade Enterprises Ltd | Real Estate | Equity | 2.68% |
| SIS Ltd | Industrials | Equity | 2.67% |
| Procter & Gamble Health Ltd | Healthcare | Equity | 2.66% |
| Sundaram-Clayton Ltd | Consumer Discretionary | Equity | 2.35% |
| Esab India Ltd | Industrials | Equity | 2.24% |
| JK Cement Ltd | Materials | Equity | 2.22% |
| Can Fin Homes Ltd | Financial | Equity | 2.14% |
| Repo | Unspecified | Repo | 2.04% |
| Grindwell Norton Ltd | Materials | Equity | 1.91% |
| Venus Pipes & Tubes Ltd | Industrials | Equity | 1.84% |
| Landmark Cars Ltd | Consumer Discretionary | Equity | 1.59% |
| Cholamandalam Financial Holdings Ltd | Financial | Equity | 1.56% |
| Westlife Development Ltd | Consumer Discretionary | Equity | 1.51% |
| RHI Magnesita India Ltd | Materials | Equity | 1.47% |
| Clean Science And Technology Ltd | Materials | Equity | 1.45% |
| Natco Pharma Ltd | Healthcare | Equity | 1.42% |
| Birlasoft Ltd | Technology | Equity | 1.39% |
| Elecon Engineering Company Ltd | Industrials | Equity | 1.17% |
| EID-Parry (India) Ltd | Materials | Equity | 1.15% |
| Bandhan Bank Ltd | Financial | Equity | 1.12% |
| Granules India Ltd | Healthcare | Equity | 1.06% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 1.04% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.00% |
| R Systems International Ltd | Technology | Equity | 0.96% |
| Ganesha Ecosphere Ltd | Consumer Discretionary | Equity | 0.93% |
| Aavas Financiers Ltd | Financial | Equity | 0.91% |
| Century Plyboards (India) Ltd | Materials | Equity | 0.66% |
| TVS Holdings Ltd. (Non-convertible Preference Share) A** | Consumer Discretionary | Non Convertible Debenture | 0.09% |
| Net Payables | Unspecified | Net Payables | -0.04% |
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 | +3.5% | +9.8% | +13.1% | +12.5% |
| Category average (Equity ELSS) | +2.5% | +12.4% | +12.5% | +16.3% |
| Rank (Equity ELSS) | 8 | 9 | 4 | -- |
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
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 ₹77,566 Cr and the Latest NAV as of 13 Oct 2026 is ₹30.77.
The Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth is rated Very High risk.
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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₹77,566.02 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,