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Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth
+16.11%
3Y annualised
-2.11% 1D
NAV: 19 Mar '26
₹26.39
Min. for SIP
Not Supported
Fund size
₹33.55 Cr
Expense ratio
1.31%
Holdings (39)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Aster DM Healthcare Ltd. | Healthcare | Equity | 6.62% |
| Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 5.26% |
| Ujjivan Small Finance Bank Ltd. | Financial | Equity | 4.48% |
| Angel One Ltd. | Financial | Equity | 4.38% |
| CSB Bank Ltd. | Financial | Equity | 4.32% |
| MTAR Technologies Ltd. | Capital Goods | Equity | 3.79% |
| KSB Ltd. | Capital Goods | Equity | 3.71% |
| Affle 3I Ltd. | Technology | Equity | 3.71% |
| Equitas Small Finance Bank Ltd. | Financial | Equity | 3.59% |
| TVS Holdings Ltd. | Automobile | Equity | 3.12% |
| Sapphire Foods India Ltd. | Services | Equity | 2.96% |
| Greenpanel Industries Ltd. | Consumer Staples | Equity | 2.88% |
| Can Fin Homes Ltd. | Financial | Equity | 2.67% |
| Kalpataru Projects International Ltd. | Capital Goods | Equity | 2.64% |
| JK Cement Ltd. | Construction | Equity | 2.63% |
| Procter & Gamble Health Ltd. | Healthcare | Equity | 2.50% |
| RateGain Travel Technologies Ltd. | Technology | Equity | 2.46% |
| Esab India Ltd. | Capital Goods | Equity | 2.37% |
| Eternal Ltd. | Services | Equity | 2.30% |
| Grindwell Norton Ltd. | Metals & Mining | Equity | 2.21% |
| Birlasoft Ltd. | Technology | Equity | 2.12% |
| SIS Ltd. | Services | Equity | 2.07% |
| Cholamandalam Financial Holdings Ltd. | Financial | Equity | 1.96% |
| PVR Inox Ltd. | Services | Equity | 1.83% |
| Natco Pharma Ltd. | Healthcare | Equity | 1.80% |
| RHI Magnesita India Ltd. | Construction | Equity | 1.77% |
| Landmark Cars Ltd. | Services | Equity | 1.47% |
| Brigade Enterprises Ltd. | Construction | Equity | 1.42% |
| Neogen Chemicals Ltd. | Chemicals | Equity | 1.42% |
| Westlife Foodworld Ltd. | Services | Equity | 1.35% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 1.33% |
| Shivalik Bimetal Controls Ltd. | Capital Goods | Equity | 1.31% |
| R Systems International Ltd. | Technology | Equity | 1.06% |
| Aavas Financiers Ltd. | Financial | Equity | 1.02% |
| Venus Pipes & Tubes Ltd. | Metals & Mining | Equity | 1.02% |
| E.I.D. - Parry (India) Ltd. | Consumer Staples | Equity | 0.90% |
| Ganesha Ecosphere Ltd. | Textiles | Equity | 0.76% |
| Century Plyboards (India) Ltd. | Consumer Staples | Equity | 0.76% |
| Butterfly Gandhimathi Appliances Ltd. | Consumer Discretionary | Equity | 0.69% |
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 | +6.5% | +16.1% | +20.4% | +11.4% |
| Category average (Equity ELSS) | +2.2% | +18.5% | +21.7% | -- |
| Rank (Equity ELSS) | 7 | 10 | 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
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
SBI ELSS Tax Saver Fund Direct Growth | +1.68% | +21.13% | 32,171.48 | |
WhiteOak Capital ELSS Tax Saver Fund Direct Growth | +1.47% | +19.97% | 438.21 | |
HDFC ELSS Tax Saver Fund Direct Plan Growth | +2.05% | +18.32% | 16,618.14 | |
Quantum ELSS Tax Saver Fund Direct Growth | -1.75% | +14.90% | 217.51 | |
Parag Parikh ELSS Tax Saver Fund Direct Growth | -1.25% | +14.51% | 5,720.71 | |
| 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 ₹76,017 Cr and the Latest NAV as of 19 Mar 2026 is ₹26.39.
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₹76,017.50 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,