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Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth
ELSS • 3Y Lock-in
Equity
ELSS
Very High Risk
+20.01%
3Y annualised
+0.19% 1D
NAV: 16 Jan '26
₹28.96
Min. SIP amount
Not Supported
Fund size
₹30.40 Cr
Expense ratio
1.17%
Holdings (42)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Aster DM Healthcare Ltd. | Healthcare | Equity | 5.82% |
| Affle 3I Ltd. | Technology | Equity | 5.20% |
| Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 4.76% |
| CSB Bank Ltd. | Financial | Equity | 4.69% |
| Ujjivan Small Finance Bank Ltd. | Financial | Equity | 4.21% |
| KSB Ltd. | Capital Goods | Equity | 3.81% |
| Sapphire Foods India Ltd. | Services | Equity | 3.64% |
| Angel One Ltd. | Financial | Equity | 3.42% |
| Can Fin Homes Ltd. | Financial | Equity | 3.26% |
| Kei Industries Ltd. | Capital Goods | Equity | 3.11% |
| RateGain Travel Technologies Ltd. | Technology | Equity | 3.00% |
| Greenpanel Industries Ltd. | Consumer Staples | Equity | 2.98% |
| Procter & Gamble Health Ltd. | Healthcare | Equity | 2.95% |
| Equitas Small Finance Bank Ltd. | Financial | Equity | 2.93% |
| TVS Holdings Ltd. | Automobile | Equity | 2.72% |
| Esab India Ltd. | Capital Goods | Equity | 2.45% |
| Kalpataru Projects International Ltd. | Capital Goods | Equity | 2.39% |
| JK Cement Ltd. | Construction | Equity | 2.28% |
| MTAR Technologies Ltd. | Capital Goods | Equity | 2.26% |
| Birlasoft Ltd. | Technology | Equity | 2.20% |
| SIS Ltd. | Services | Equity | 2.14% |
| Cholamandalam Financial Holdings Ltd. | Financial | Equity | 1.96% |
| PVR Inox Ltd. | Services | Equity | 1.96% |
| RHI Magnesita India Ltd. | Construction | Equity | 1.76% |
| PNB Housing Finance Ltd. | Financial | Equity | 1.64% |
| Brigade Enterprises Ltd. | Construction | Equity | 1.63% |
| Grindwell Norton Ltd. | Metals & Mining | Equity | 1.56% |
| Natco Pharma Ltd. | Healthcare | Equity | 1.53% |
| Westlife Foodworld Ltd. | Services | Equity | 1.49% |
| R Systems International Ltd. | Technology | Equity | 1.39% |
| Shivalik Bimetal Controls Ltd. | Capital Goods | Equity | 1.19% |
| Tata Steel Ltd. | Metals & Mining | Equity | 1.16% |
| Neogen Chemicals Ltd. | Chemicals | Equity | 1.09% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 1.09% |
| E.I.D. - Parry (India) Ltd. | Consumer Staples | Equity | 1.01% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 1.01% |
| Venus Pipes & Tubes Ltd. | Metals & Mining | Equity | 1.00% |
| Landmark Cars Ltd. | Services | Equity | 0.99% |
| Eternal Ltd. | Services | Equity | 0.97% |
| Century Plyboards (India) Ltd. | Consumer Staples | Equity | 0.82% |
| Ganesha Ecosphere Ltd. | Textiles | Equity | 0.78% |
| Butterfly Gandhimathi Appliances Ltd. | Consumer Discretionary | Equity | 0.68% |
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 | +6.9% | +20.0% | +24.6% | +13.3% |
| Category average (Equity ELSS) | +2.2% | +18.5% | +21.7% | -- |
| Rank (Equity ELSS) | 7 | 6 | 5 | -- |
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 | +7.81% | +23.97% | 32,608.80 | |
WhiteOak Capital ELSS Tax Saver Fund Direct Growth | +8.31% | +22.58% | 448.30 | |
HDFC ELSS Tax Saver Fund Direct Plan Growth | +12.09% | +21.73% | 17,163.37 | |
Quantum ELSS Tax Saver Fund Direct Growth | +6.49% | +17.80% | 227.26 | |
Parag Parikh ELSS Tax Saver Fund Direct Growth | +6.99% | +17.76% | 5,914.69 | |
| Compare | ||||
Fund management
DSDwijendra SrivastavaMar 2017 - PresentView details
DS
Dwijendra Srivastava
Mar 2017 - 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 V Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V 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 V Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,137 Cr and the Latest NAV as of 16 Jan 2026 is ₹28.96.
The Sundaram Long Term Micro Cap Tax Advantage Fund Series V 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₹76,136.70 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,