Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Growth

Equity
ELSS
Very High Risk
3Y Lock In
+18.72%
3Y annualised
-0.49% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Sep 2025
₹28.89
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹35.10Cr

Return calculator

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

Holdings (36)

NameSectorInstrumentAssets
Consumer DiscretionaryEquity6.00%
HealthcareEquity5.81%
TechnologyEquity4.91%
ServicesEquity4.53%
FinancialEquity3.97%
Capital GoodsEquity3.81%
FinancialEquity3.76%
ServicesEquity3.66%
Consumer StaplesEquity3.62%
FinancialEquity3.53%
ChemicalsEquity3.24%
Capital GoodsEquity3.22%
HealthcareEquity3.10%
ConstructionEquity3.09%
FinancialEquity2.68%
Capital GoodsEquity2.54%
AutomobileEquity2.34%
ServicesEquity2.33%
TechnologyEquity2.27%
FinancialEquity2.18%
Capital GoodsEquity2.12%
Metals & MiningEquity1.99%
FinancialEquity1.98%
ServicesEquity1.92%
TechnologyEquity1.91%
ServicesEquity1.87%
ConstructionEquity1.84%
ConstructionEquity1.81%
TechnologyEquity1.61%
HealthcareEquity1.50%
TextilesEquity1.47%
Capital GoodsEquity1.36%
Metals & MiningEquity1.13%
Consumer DiscretionaryEquity0.79%
Consumer StaplesEquity0.73%
Metals & MiningEquity0.39%
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-4.4%18.7%32.1%13.3%
Category average-3.3%18.0%26.6%NA
Rank with in category964NA
Understand terms

Peer Comparison

Equity, ELSS fundsRating1Y3YFund Size(Cr)
5
-4.5%24.2%29,937.40
5
1.1%22.6%16,525.28
4
-5.2%19.1%6,537.22
5
1.7%18.4%5,524.49
4
-4.9%18.1%14,934.46

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,

Compare funds

Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Growth
VS
Add mutual fund to compare