A Oneindia Venture
Get Updates
Get notified about market trends, financial advice, and investment tips!
Click it and Unblock the Notifications
சென்செக்ஸ்
77,569.39
▲ +1.08%
நிஃப்டி
24,206.90
▲ +1.02%
தங்கம்
₹ 13,300/gm
வெள்ளி
₹ 2,40,000/kg
பெட்ரோல்
₹ 107.76
டீசல்
₹ 99.55
எல்பிஜி
₹ 957.50
கச்சா எண்ணெய்
$ 75.86
USD
₹ 95.37
சென்செக்ஸ்
77,569.39
▲ +1.08%
நிஃப்டி
24,206.90
▲ +1.02%
தங்கம்
₹ 13,300/gm
வெள்ளி
₹ 2,40,000/kg
பெட்ரோல்
₹ 107.76
டீசல்
₹ 99.55
எல்பிஜி
₹ 957.50
கச்சா எண்ணெய்
$ 75.86
USD
₹ 95.37
Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV
3 Year Absolute Returns
51.61% ↑
NAV (₹) on 10 Jul 2026
30.54
1 Day NAV Change
1.55%
Risk Level
Very High Risk
Rating
-
Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV is a Equity mutual fund categorized under ELSS, offered by Sundaram Asset Management Company Ltd.. Launched on 27 Sep 2016, investors can ... Read more
NAV History
Fund Details
Min. SIP Amount
N/A
Inception Date
27 Sep 2016
Min. Lumpsum Amount
₹ 500
Fund Age
9 Yrs
AUM
₹ 37.28 Cr.
Benchmark
Nifty Smallcap 100 Total Return
Expense Ratio
1.19%
Scheme Type
Closed Ended
Exit Load
Nil%
Returns Calculator
Investment amount per month
₹1,000
Over the past
Would have become
On total investment of
*Calculation based on past performance of this fund.
Asset Allocation
AUM
₹ 37.28 Cr
Equity
476.07%
Money Market & Cash
24%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 11.08% |
| Finance & Investments | 7.44% |
| Aerospace & Defense | 7.28% |
| Hospitals & Medical Services | 6.83% |
| IT Consulting & Software | 5.73% |
| Entertainment & Media | 5.26% |
| Pharmaceuticals | 4.58% |
| Packaging & Containers | 4.09% |
| Hotels, Resorts & Restaurants | 3.57% |
| Pumps | 3.53% |
| Treps/Reverse Repo | 3.46% |
| Finance - Housing | 3.43% |
| Plywood/Laminates | 3.15% |
| Welding Equipments | 2.60% |
| Auto Parts & Accessories | 2.59% |
| Power - Transmission/Equipment | 2.58% |
| Services - Others | 2.53% |
| Abrasives And Grinding Wheels | 2.27% |
| Cement | 2.23% |
| E-Commerce/E-Retail | 2.17% |
| Steel - General | 2.00% |
| Domestic Appliances | 1.88% |
| Chemicals - Speciality | 1.67% |
| Refractories | 1.53% |
| Engineering - Heavy | 1.28% |
| Auto - Dealers/Servicing | 1.25% |
| Realty | 1.24% |
| Steel - Tubes/Pipes | 1.19% |
| Textiles - Processing/Texturising | 0.85% |
| Diversified | 0.73% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| Aster DM Healthcare Ltd | 6.62% | ₹ 2.38 | Hospitals & Medical Services |
| MTAR Technologies Ltd | 6.01% | ₹ 2.16 | Aerospace & Defense |
| Angel One Ltd | 5.24% | ₹ 1.88 | Finance & Investments |
| KSB LTD | 4.41% | ₹ 1.58 | Pumps |
| TREPS | 4.12% | ₹ 1.48 | Others |
| Ujjivan Small Finance Bank Ltd | 4.10% | ₹ 1.47 | Finance - Banks - Private Sector |
| CSB Bank Ltd | 3.88% | ₹ 1.39 | Finance - Banks - Private Sector |
| Safari Industries (IndiLtd | 3.87% | ₹ 1.39 | Packaging & Containers |
| Affle (IndiLtd | 3.58% | ₹ 1.29 | Entertainment & Media |
| Equitas Small Finance Bank Limited | 3.48% | ₹ 1.25 | Finance - Banks - Private Sector |
| Green Panel Industries Ltd | 3.00% | ₹ 1.08 | Plywood/Laminates |
| Sapphire Foods India Ltd | 2.78% | ₹ 1 | Hotels, Resorts & Restaurants |
| TVS Holdings Ltd | 2.75% | ₹ 0.99 | Auto Parts & Accessories |
| Rate Gain Travel Technologies Ltd | 2.62% | ₹ 0.94 | IT Consulting & Software |
| Can Fin Homes Ltd | 2.57% | ₹ 0.92 | Finance - Housing |
| ESAB India Ltd | 2.53% | ₹ 0.91 | Welding Equipments |
| Kalpataru Projects International Ltd | 2.49% | ₹ 0.89 | Power - Transmission/Equipment |
| Procter & Gamble Health Ltd | 2.48% | ₹ 0.89 | Pharmaceuticals |
| JK Cement Ltd | 2.30% | ₹ 0.83 | Cement |
| SIS Ltd | 2.25% | ₹ 0.81 | Services - Others |
| Zomato Ltd | 2.15% | ₹ 0.77 | E-Commerce/E-Retail |
| Grindwell Norton Ltd | 1.96% | ₹ 0.70 | Abrasives And Grinding Wheels |
| Birlasoft Ltd | 1.88% | ₹ 0.67 | IT Consulting & Software |
| Natco Pharma Ltd | 1.87% | ₹ 0.67 | Pharmaceuticals |
| PVR INOX Ltd | 1.79% | ₹ 0.64 | Entertainment & Media |
| Cholamandalam Financial Holdings Ltd | 1.74% | ₹ 0.63 | Finance & Investments |
| Shivalik Bimetal Controls Ltd | 1.62% | ₹ 0.58 | Steel - General |
| RHI Magnesita India Ltd | 1.53% | ₹ 0.55 | Refractories |
| Brigade Enterprises Ltd | 1.51% | ₹ 0.54 | Realty |
| Neogen Chemicals Ltd | 1.48% | ₹ 0.53 | Chemicals - Speciality |
| Landmark Cars Ltd | 1.33% | ₹ 0.48 | Auto - Dealers/Servicing |
| Elecon Engineering Company Ltd | 1.28% | ₹ 0.46 | Engineering - Heavy |
| Amber Enterprises India Ltd | 1.25% | ₹ 0.45 | Domestic Appliances |
| Westlife Foodworld Ltd | 1.22% | ₹ 0.44 | Hotels, Resorts & Restaurants |
| Venus Pipes & Tubes Ltd | 1.18% | ₹ 0.42 | Steel - Tubes/Pipes |
| Aavas Financiers Ltd | 1.03% | ₹ 0.37 | Finance - Housing |
| Ganesha Ecosphere Ltd | 0.97% | ₹ 0.35 | Textiles - Processing/Texturising |
| R Systems International Ltd | 0.90% | ₹ 0.32 | IT Consulting & Software |
| EID Parry India Ltd | 0.82% | ₹ 0.30 | Diversified |
| Century Plyboards (IndiLtd | 0.77% | ₹ 0.28 | Plywood/Laminates |
| Butterfly Gandhimathi Appliances Ltd | 0.64% | ₹ 0.23 | Domestic Appliances |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | 10.26% | 8.74% | 6.01% | 14.88% |
| Category returns | 1.41% | 1.09% | 3.89% | 47.35% |
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
Name
Sundaram Asset Management Company Ltd.
Date of Incorporation
24 Aug 1996
CEO
Mr. Anand Radhakrishnan
CIO
Type
Pvt.Sector-Indian
Address
Sundaram Towers,
2nd Floor, 46 Whites Road,
Royapettah, Chennai (Madras), Tamil Nadu, India - 600014
Website
http://www.sundarammutual.com
Email
Top Funds from Equity - ELSS
Top Funds from Sundaram Asset Management Company Ltd.
FAQs
What is the current NAV of Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Regular IDCW?
The current Net Asset Value (NAV) of Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Regular IDCW is ₹30.54 as of 10 Jul 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.
What is the fund size (AUM) of Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Regular IDCW?
The Assets Under Management (AUM) of Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Regular IDCW is ₹37.28 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.
What are the historical returns of Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Regular IDCW?
Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Regular IDCW has delivered returns of 8.74% (1 Year), 14.88% (3 Year), 16.93% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.
What is the risk level of Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Regular IDCW?
Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Regular IDCW has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.
What is the minimum investment amount for Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Regular IDCW?
The minimum lumpsum investment required for Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV Regular IDCW is ₹500. This allows investors to start their mutual fund journey with a manageable amount.
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
-
பரந்தூர், ஓசூர், வேலூர், ராமேஸ்வரம்.. ஒரே கதை.. எந்த முன்னேற்றமும் இல்லையா..? -
டிரம்ப்-ன் 24 மணிநேர கெடு முடிகிறது.. Revenge எங்கள் மக்களின் உரிமை.. முஜ்தபா கமெனி பதிவால் ஷாக்! -
முதல்ல ஈசிஆர்.. இப்போ கோயம்பேடு.. தலைமை செயலகத்தை மாற்ற விஜய் திட்டம்போடுவது ஏன்? -
4,5 கடன் சேர்ந்து கழுத்தை நெரிக்குதா? கவலைய விடுங்க! இந்த 5 டிப்ஸை ஃபாலோ பண்ணுங்க! -
ஒரு பட்டனை தட்டினா போதும்.. 1000 ஏவுகணை ரெடியா இருக்கு.. ஈரானை மிரட்டும் டிரம்ப்! -
தென்னந்தோப்பு வச்சிருக்கீங்களா? கூடுதலாக ஏக்கருக்கு ரூ.60,000 சம்பாதிக்க அசத்தலான ஐடியா! -
ஊர்ல இருக்கும் அத்தனை பணக்காரர்களும் ஜூலை 15க்காக வெயிட்டிங்.. ஏன் தெரியுமா? -
இன்னும் 2000 ரூபாய் நோட்டு வச்சிருக்கீங்களா? RBI சொல்லும் கடைசி வழி.. ஈஸியா மாத்திக்கலாம்! -
மோடியின் மெகா வெற்றி.. நியூசிலாந்து உடன் முக்கிய ஒப்பந்தம்.. 4 வருடத்தில் ரூ.35000 கோடி! -
E20 பெட்ரோல் மூலம் இந்திய வங்கிகளுக்கு புது பிரச்சனை.. ரூ.1 லட்சம் கோடிக்கு என்ன பதில்..!
Top Mutual Fund House in India
Notifications
Settings
Clear Notifications
Notifications
Use the toggle to switch on notifications
-
Block for 8 hours
-
Block for 12 hours
-
Block for 24 hours
-
Don't block
Stay Informed.
Get news and videos anytime and anywhere.
Sign in with Google By signing in, you agree to our Terms and Privacy Policy
Gender
Select your Gender
- Male
- Female
- Others
Age
Select your Age Range
- Under 18
- 18 to 25
- 26 to 35
- 36 to 45
- 45 to 55
- 55+