Sundaram Long Term Micro Cap Tax Advantage Fund Series V Growth

Equity
ELSS
Very High Risk
3Y Lock In
+19.26%
3Y annualised
-0.03% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Oct 2025
₹28.40
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹30.14Cr

Return calculator

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

Holdings (38)

NameSectorInstrumentAssets
HealthcareEquity5.97%
TechnologyEquity5.68%
Consumer DiscretionaryEquity4.83%
ServicesEquity4.19%
Capital GoodsEquity4.18%
FinancialEquity3.83%
ServicesEquity3.73%
FinancialEquity3.71%
Consumer StaplesEquity3.54%
HealthcareEquity3.29%
Capital GoodsEquity3.15%
FinancialEquity3.14%
TechnologyEquity2.82%
FinancialEquity2.70%
FinancialEquity2.69%
ConstructionEquity2.62%
AutomobileEquity2.54%
Capital GoodsEquity2.52%
ServicesEquity2.26%
ServicesEquity2.09%
FinancialEquity2.06%
Capital GoodsEquity2.00%
ServicesEquity1.85%
TechnologyEquity1.81%
HealthcareEquity1.75%
ConstructionEquity1.70%
ConstructionEquity1.66%
ChemicalsEquity1.63%
Metals & MiningEquity1.59%
FinancialEquity1.50%
Capital GoodsEquity1.40%
TechnologyEquity1.39%
HealthcareEquity1.36%
Metals & MiningEquity1.09%
TextilesEquity1.08%
Consumer StaplesEquity0.81%
Consumer DiscretionaryEquity0.73%
Metals & MiningEquity0.43%
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-2.0%19.3%31.5%13.4%
Category average-0.4%18.5%26.1%NA
Rank with in category985NA
Understand terms

Peer Comparison

Equity, ELSS fundsRating1Y3YFund Size(Cr)
5
-0.1%25.1%30,419.61
5
7.0%23.1%16,644.54
4
0.2%19.5%6,531.42
4
1.1%19.0%15,059.64
5
5.0%18.4%5,638.79

Expense ratio, exit load and tax

Expense ratio: 1.41%

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,

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