Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Growth

Equity
ELSS
Very High Risk
3Y Lock In
+18.84%
3Y annualised
-0.50% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Nov 2025
₹29.29
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹36.56Cr

Returns 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 DiscretionaryEquity5.74%
TechnologyEquity4.77%
FinancialEquity4.30%
FinancialEquity4.12%
FinancialEquity4.11%
ServicesEquity3.80%
ChemicalsEquity3.77%
Consumer StaplesEquity3.66%
Capital GoodsEquity3.50%
ServicesEquity3.47%
Capital GoodsEquity3.00%
FinancialEquity2.92%
HealthcareEquity2.88%
AutomobileEquity2.87%
TechnologyEquity2.72%
ConstructionEquity2.65%
FinancialEquity2.53%
Capital GoodsEquity2.46%
FinancialEquity2.10%
ServicesEquity2.07%
Metals & MiningEquity2.06%
ServicesEquity1.98%
ConstructionEquity1.95%
Capital GoodsEquity1.94%
TechnologyEquity1.85%
ConstructionEquity1.78%
ServicesEquity1.49%
TechnologyEquity1.43%
HealthcareEquity1.37%
Metals & MiningEquity1.28%
Capital GoodsEquity1.28%
TextilesEquity1.11%
Consumer DiscretionaryEquity0.79%
Consumer StaplesEquity0.71%
Metals & MiningEquity0.36%
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 returns2.1%18.8%28.0%13.2%
Category average3.4%17.5%23.2%NA
Rank with in category1054NA
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Peer Comparison

Equity, ELSS fundsRating1Y3YFund Size(Cr)
5
4.9%22.6%31,782.82
5
9.1%20.1%17,194.16
4
3.0%17.2%6,787.62
4
4.5%16.5%15,512.93
5
5.7%16.1%5,790.91

Expense ratio, exit load and tax

Expense ratio: 1.44%

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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