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

Equity
ELSS
Very High Risk
3Y Lock In
+19.75%
3Y annualised
-0.16% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Nov 2025
₹29.38
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹31.18Cr

Return calculator

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

Holdings (38)

NameSectorInstrumentAssets
HealthcareEquity6.24%
TechnologyEquity5.44%
Consumer DiscretionaryEquity4.56%
FinancialEquity4.12%
FinancialEquity4.01%
ServicesEquity3.95%
Capital GoodsEquity3.89%
Consumer StaplesEquity3.61%
FinancialEquity3.55%
ServicesEquity3.30%
HealthcareEquity3.11%
FinancialEquity2.97%
AutomobileEquity2.93%
Capital GoodsEquity2.74%
TechnologyEquity2.70%
FinancialEquity2.59%
ConstructionEquity2.50%
Capital GoodsEquity2.44%
ServicesEquity2.27%
ServicesEquity2.09%
FinancialEquity2.02%
ChemicalsEquity1.93%
Capital GoodsEquity1.92%
HealthcareEquity1.92%
ConstructionEquity1.86%
TechnologyEquity1.84%
ConstructionEquity1.78%
Metals & MiningEquity1.64%
FinancialEquity1.56%
ServicesEquity1.54%
TechnologyEquity1.44%
HealthcareEquity1.35%
Capital GoodsEquity1.30%
Metals & MiningEquity1.14%
TextilesEquity1.09%
Consumer DiscretionaryEquity0.78%
Consumer StaplesEquity0.73%
Metals & MiningEquity0.42%
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 returns6.6%19.8%29.8%13.7%
Category average8.0%18.3%24.1%NA
Rank with in category864NA
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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%.

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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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