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Sundaram Long Term Micro Cap Tax Advantage Fund Series V Growth
ELSS • 3Y Lock-in
Equity
ELSS
Very High Risk
+18.71%
3Y annualised
-0.34% 1D
NAV: 20 Feb '26
₹27.21
Min. for SIP
Not Supported
Fund size
₹29.08 Cr
Expense ratio
1.39%
Holdings (41)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Aster DM Healthcare Ltd. | Healthcare | Equity | 5.45% |
| Ujjivan Small Finance Bank Ltd. | Financial | Equity | 4.82% |
| Affle 3I Ltd. | Technology | Equity | 4.68% |
| CSB Bank Ltd. | Financial | Equity | 4.68% |
| Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 4.65% |
| Angel One Ltd. | Financial | Equity | 3.88% |
| KSB Ltd. | Capital Goods | Equity | 3.74% |
| Can Fin Homes Ltd. | Financial | Equity | 3.42% |
| Equitas Small Finance Bank Ltd. | Financial | Equity | 3.41% |
| Greenpanel Industries Ltd. | Consumer Staples | Equity | 3.11% |
| TVS Holdings Ltd. | Automobile | Equity | 3.11% |
| Procter & Gamble Health Ltd. | Healthcare | Equity | 2.87% |
| MTAR Technologies Ltd. | Capital Goods | Equity | 2.87% |
| Sapphire Foods India Ltd. | Services | Equity | 2.81% |
| RateGain Travel Technologies Ltd. | Technology | Equity | 2.77% |
| JK Cement Ltd. | Construction | Equity | 2.38% |
| Kalpataru Projects International Ltd. | Capital Goods | Equity | 2.38% |
| Esab India Ltd. | Capital Goods | Equity | 2.34% |
| SIS Ltd. | Services | Equity | 2.26% |
| Birlasoft Ltd. | Technology | Equity | 2.22% |
| Kei Industries Ltd. | Capital Goods | Equity | 2.00% |
| PVR Inox Ltd. | Services | Equity | 1.96% |
| Cholamandalam Financial Holdings Ltd. | Financial | Equity | 1.87% |
| RHI Magnesita India Ltd. | Construction | Equity | 1.78% |
| Grindwell Norton Ltd. | Metals & Mining | Equity | 1.61% |
| Eternal Ltd. | Services | Equity | 1.50% |
| PNB Housing Finance Ltd. | Financial | Equity | 1.48% |
| Natco Pharma Ltd. | Healthcare | Equity | 1.48% |
| Brigade Enterprises Ltd. | Construction | Equity | 1.45% |
| Landmark Cars Ltd. | Services | Equity | 1.38% |
| Westlife Foodworld Ltd. | Services | Equity | 1.37% |
| R Systems International Ltd. | Technology | Equity | 1.37% |
| Shivalik Bimetal Controls Ltd. | Capital Goods | Equity | 1.23% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 1.17% |
| Neogen Chemicals Ltd. | Chemicals | Equity | 1.17% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.95% |
| E.I.D. - Parry (India) Ltd. | Consumer Staples | Equity | 0.95% |
| Venus Pipes & Tubes Ltd. | Metals & Mining | Equity | 0.92% |
| Century Plyboards (India) Ltd. | Consumer Staples | Equity | 0.83% |
| Butterfly Gandhimathi Appliances Ltd. | Consumer Discretionary | Equity | 0.67% |
| Ganesha Ecosphere Ltd. | Textiles | Equity | 0.65% |
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 | +12.4% | +18.7% | +22.2% | +12.3% |
| Category average (Equity ELSS) | +2.2% | +18.5% | +21.7% | -- |
| Rank (Equity ELSS) | 6 | 4 | 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 Growth | +11.39% | +23.66% | 31,861.52 | |
HDFC ELSS Tax Saver Fund Growth | +13.42% | +21.16% | 16,749.21 | |
WhiteOak Capital ELSS Tax Saver Fund Growth | +10.19% | +20.04% | 437.94 | |
Franklin India ELSS Tax Saver Fund Growth | +8.92% | +18.31% | 6,440.15 | |
Parag Parikh ELSS Tax Saver Fund Growth | +4.47% | +15.40% | 5,768.08 | |
| 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 Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹75,674 Cr and the Latest NAV as of 20 Feb 2026 is ₹27.21.
The Sundaram Long Term Micro Cap Tax Advantage Fund Series V 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₹75,674.20 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,