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Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - Direct Plan
3 Year Absolute Returns
51.97% ↑
NAV (₹) on 20 Aug 2026
32.60
1 Day NAV Change
0.90%
Risk Level
Very High Risk
Rating
-
Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - Direct Plan is a Equity mutual fund categorized under ELSS, offered by Sundaram Asset Management Company Ltd.. Launched on 27 Sep 2016, ... Read more
NAV History
Fund Details
Returns Calculator
Asset Allocation
AUM
₹ 37.17 Cr
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 12.01% |
| Hospitals & Medical Services | 7.50% |
| Finance & Investments | 6.54% |
| IT Consulting & Software | 6.19% |
| Entertainment & Media | 5.69% |
| Aerospace & Defense | 5.14% |
| Pharmaceuticals | 4.54% |
| Packaging & Containers | 4.12% |
| Pumps | 3.72% |
| Hotels, Resorts & Restaurants | 3.67% |
| Treps/Reverse Repo | 3.47% |
| Finance - Housing | 3.33% |
| Plywood/Laminates | 3.18% |
| Auto Parts & Accessories | 2.74% |
| Realty | 2.59% |
| Services - Others | 2.58% |
| Abrasives And Grinding Wheels | 2.55% |
| E-Commerce/E-Retail | 2.55% |
| Power - Transmission/Equipment | 2.48% |
| Cement | 2.29% |
| Welding Equipments | 2.19% |
| Steel - General | 1.97% |
| Auto - Dealers/Servicing | 1.73% |
| Refractories | 1.42% |
| Steel - Tubes/Pipes | 1.37% |
| Diversified | 1.23% |
| Domestic Appliances | 1.12% |
| Textiles - Processing/Texturising | 1.06% |
| Engineering - Heavy | 1.02% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| Aster DM Healthcare Ltd | 7.50% | ₹ 2.79 | Hospitals & Medical Services |
| MTAR Technologies Ltd | 5.14% | ₹ 1.91 | Aerospace & Defense |
| Ujjivan Small Finance Bank Ltd | 5.00% | ₹ 1.86 | Finance - Banks - Private Sector |
| Angel One Ltd | 4.88% | ₹ 1.81 | Finance & Investments |
| Safari Industries (IndiLtd | 4.12% | ₹ 1.53 | Packaging & Containers |
| Affle (IndiLtd | 3.86% | ₹ 1.43 | Entertainment & Media |
| Rate Gain Travel Technologies Ltd | 3.85% | ₹ 1.43 | IT Consulting & Software |
| Equitas Small Finance Bank Limited | 3.78% | ₹ 1.41 | Finance - Banks - Private Sector |
| KSB LTD | 3.72% | ₹ 1.38 | Pumps |
| TREPS | 3.47% | ₹ 1.29 | Others |
| CSB Bank Ltd | 3.23% | ₹ 1.20 | Finance - Banks - Private Sector |
| Procter & Gamble Health Ltd | 3.03% | ₹ 1.13 | Pharmaceuticals |
| TVS Holdings Ltd | 2.74% | ₹ 1.02 | Auto Parts & Accessories |
| Brigade Enterprises Ltd | 2.59% | ₹ 0.96 | Realty |
| SIS Ltd | 2.58% | ₹ 0.96 | Services - Others |
| Grindwell Norton Ltd | 2.55% | ₹ 0.95 | Abrasives And Grinding Wheels |
| Eternal Ltd (Previously Zomato Ltd) | 2.55% | ₹ 0.95 | E-Commerce/E-Retail |
| Kalpataru Projects International Ltd | 2.48% | ₹ 0.92 | Power - Transmission/Equipment |
| Green Panel Industries Ltd | 2.44% | ₹ 0.91 | Plywood/Laminates |
| Sapphire Foods India Ltd | 2.42% | ₹ 0.90 | Hotels, Resorts & Restaurants |
| Can Fin Homes Ltd | 2.35% | ₹ 0.87 | Finance - Housing |
| JK Cement Ltd | 2.29% | ₹ 0.85 | Cement |
| ESAB India Ltd | 2.19% | ₹ 0.81 | Welding Equipments |
| Shivalik Bimetal Controls Ltd | 1.97% | ₹ 0.73 | Steel - General |
| PVR INOX Ltd | 1.83% | ₹ 0.68 | Entertainment & Media |
| Landmark Cars Ltd | 1.73% | ₹ 0.64 | Auto - Dealers/Servicing |
| Cholamandalam Financial Holdings Ltd | 1.66% | ₹ 0.62 | Finance & Investments |
| Natco Pharma Ltd | 1.51% | ₹ 0.56 | Pharmaceuticals |
| Birlasoft Ltd | 1.48% | ₹ 0.55 | IT Consulting & Software |
| RHI Magnesita India Ltd | 1.42% | ₹ 0.53 | Refractories |
| Venus Pipes & Tubes Ltd | 1.37% | ₹ 0.51 | Steel - Tubes/Pipes |
| Westlife Foodworld Ltd | 1.25% | ₹ 0.46 | Hotels, Resorts & Restaurants |
| EID Parry India Ltd | 1.23% | ₹ 0.46 | Diversified |
| Amber Enterprises India Ltd | 1.12% | ₹ 0.42 | Domestic Appliances |
| Ganesha Ecosphere Ltd | 1.06% | ₹ 0.39 | Textiles - Processing/Texturising |
| Elecon Engineering Company Ltd | 1.02% | ₹ 0.38 | Engineering - Heavy |
| Aavas Financiers Ltd | 0.98% | ₹ 0.36 | Finance - Housing |
| R Systems International Ltd | 0.86% | ₹ 0.32 | IT Consulting & Software |
| Century Plyboards (IndiLtd | 0.74% | ₹ 0.28 | Plywood/Laminates |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | 7.98% | 10.08% | 5.39% | 14.97% |
| Category returns | 0.68% | 3.45% | 3.68% | 46.02% |
Fund Objective
the investment objective of the scheme is to generate capital appreciation over a period of ten years by predominantly investing in equity and equity-related instruments of companies that can be ... Read more
AMC Details
Top Funds from Equity - ELSS
Top Funds from Sundaram Asset Management Company Ltd.
FAQs
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Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article
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