Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Growth
+19.43%
3Y annualised
-0.72% 1D
NAV: 23 Apr '26
₹28.64
Min. for SIP
Not Supported
Fund size (AUM)
₹25.86 Cr
Expense ratio
1.17%
Rating
--
Holdings (40)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Aster DM Healthcare Ltd. | Healthcare | Equity | 7.44% |
| Affle 3I Ltd. | Technology | Equity | 4.93% |
| KSB Ltd. | Capital Goods | Equity | 4.73% |
| Ujjivan Small Finance Bank Ltd. | Financial | Equity | 4.19% |
| CSB Bank Ltd. | Financial | Equity | 4.09% |
| Angel One Ltd. | Financial | Equity | 3.90% |
| MTAR Technologies Ltd. | Capital Goods | Equity | 3.81% |
| Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 3.68% |
| Can Fin Homes Ltd. | Financial | Equity | 3.27% |
| TVS Holdings Ltd. | Automobile | Equity | 3.24% |
| Procter & Gamble Health Ltd. | Healthcare | Equity | 2.92% |
| Equitas Small Finance Bank Ltd. | Financial | Equity | 2.83% |
| Greenpanel Industries Ltd. | Consumer Staples | Equity | 2.62% |
| Sapphire Foods India Ltd. | Services | Equity | 2.50% |
| Kalpataru Projects International Ltd. | Capital Goods | Equity | 2.47% |
| JK Cement Ltd. | Construction | Equity | 2.47% |
| Eternal Ltd. | Services | Equity | 2.38% |
| Esab India Ltd. | Capital Goods | Equity | 2.34% |
| RateGain Travel Technologies Ltd. | Technology | Equity | 2.23% |
| SIS Ltd. | Services | Equity | 2.12% |
| PVR Inox Ltd. | Services | Equity | 2.08% |
| Birlasoft Ltd. | Technology | Equity | 1.98% |
| Natco Pharma Ltd. | Healthcare | Equity | 1.94% |
| Cholamandalam Financial Holdings Ltd. | Financial | Equity | 1.74% |
| Grindwell Norton Ltd. | Metals & Mining | Equity | 1.58% |
| PNB Housing Finance Ltd. | Financial | Equity | 1.53% |
| RHI Magnesita India Ltd. | Construction | Equity | 1.52% |
| Westlife Foodworld Ltd. | Services | Equity | 1.51% |
| Landmark Cars Ltd. | Services | Equity | 1.44% |
| Brigade Enterprises Ltd. | Construction | Equity | 1.41% |
| Shivalik Bimetal Controls Ltd. | Capital Goods | Equity | 1.26% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 1.22% |
| Neogen Chemicals Ltd. | Chemicals | Equity | 1.20% |
| Aavas Financiers Ltd. | Financial | Equity | 0.95% |
| R Systems International Ltd. | Technology | Equity | 0.95% |
| Ganesha Ecosphere Ltd. | Textiles | Equity | 0.91% |
| Venus Pipes & Tubes Ltd. | Metals & Mining | Equity | 0.90% |
| E.I.D. - Parry (India) Ltd. | Consumer Staples | Equity | 0.89% |
| Century Plyboards (India) Ltd. | Consumer Staples | Equity | 0.81% |
| Butterfly Gandhimathi Appliances Ltd. | Consumer Discretionary | Equity | 0.73% |
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 | +12.2% | +19.4% | +22.6% | +12.7% |
| Category average (Equity ELSS) | +2.2% | +18.5% | +21.7% | -- |
| Rank (Equity ELSS) | 4 | 5 | 6 | -- |
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
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Motilal Oswal ELSS Tax Saver Fund Growth | +11.47% | +25.20% | 3,968.68 | |
SBI ELSS Tax Saver Fund Growth | +2.79% | +21.85% | 28,441.43 | |
WhiteOak Capital ELSS Tax Saver Fund Growth | +1.80% | +19.62% | 402.93 | |
HDFC ELSS Tax Saver Fund Growth | -0.83% | +18.87% | 14,615.19 | |
Parag Parikh ELSS Tax Saver Fund Growth | -3.78% | +13.72% | 5,260.64 | |
| 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 ₹67,022 Cr and the Latest NAV as of 23 Apr 2026 is ₹28.64.
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₹67,021.82 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,