Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
+18.93%
3Y annualised
-0.24% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Sep 2025
₹29.33
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹30.05Cr

Return calculator

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

Holdings (38)

NameSectorInstrumentAssets
HealthcareEquity5.74%
TechnologyEquity5.58%
Consumer DiscretionaryEquity4.75%
ServicesEquity4.68%
Capital GoodsEquity4.22%
FinancialEquity3.75%
Consumer StaplesEquity3.56%
ServicesEquity3.54%
FinancialEquity3.43%
HealthcareEquity3.33%
FinancialEquity3.26%
Capital GoodsEquity2.96%
ConstructionEquity2.90%
FinancialEquity2.55%
Capital GoodsEquity2.51%
AutomobileEquity2.37%
FinancialEquity2.37%
ServicesEquity2.34%
TechnologyEquity2.24%
ServicesEquity2.18%
Capital GoodsEquity2.09%
ServicesEquity1.93%
TechnologyEquity1.89%
FinancialEquity1.89%
ConstructionEquity1.83%
HealthcareEquity1.79%
ConstructionEquity1.72%
ChemicalsEquity1.65%
TechnologyEquity1.61%
Metals & MiningEquity1.57%
HealthcareEquity1.47%
TextilesEquity1.44%
Capital GoodsEquity1.36%
FinancialEquity1.31%
Metals & MiningEquity1.00%
Consumer DiscretionaryEquity0.78%
Consumer StaplesEquity0.75%
Metals & MiningEquity0.45%
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-1.4%18.9%30.9%14.0%
Category average-1.8%17.9%25.6%NA
Rank with in category673NA
Understand terms

Peer Comparison

Expense ratio, exit load and tax

Expense ratio: 1.19%

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 V Direct Growth
VS
Add mutual fund to compare