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Equity: ELSS
Sundaram Mutual Fund
Sundaram Mutual Fund · Equity: ELSS

Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Plan - Growth

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 termed as micro-cap. the investment will be eligible for Income tax benefit. For the purpose of investment by the scheme ‘micro cap’ stock is defined as one whose market cap is equal to or lower than the 301st Stock by market cap (after sorting the securities in the descending order of market capitalization) on the National Stock exchange of India limited, mumbai, at the time of investment. however, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

EquityBenchmark · NIFTY SMALLCAP 100 TRITER · 1.17%Inception · 18-11-2016
NAV
NaN
0.00% · as of
Since inception
0.00%
CAGR
Benchmark (inception)
15.10%
CAGR
Fund size
₹1 Cr
AUM
Expense ratio
1.17%
30-04-2026
Performance

Returns vs benchmark & category

Since inception: +0.00% CAGR vs benchmark +15.10%.

Portfolio

Where the money is invested

Top holdings

ASTER DM HEALTHCARE LIMITED EQ7.60%
TREPS5.30%
KSB Limited4.90%
AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/-4.89%
Angel One Limited4.69%
SAFARI INDUSTRIES (INDIA) LIMITED EQ NEW FV RS. 2/-4.47%
CSB BANK LIMITED EQ4.09%
MTAR TECHNOLOGIES LIMITED EQ3.87%
UJJIVAN SMALL FINANCE BANK LIMITED EQ3.68%
EQUITAS SMALL FINANCE BANK LIMITED EQ3.12%

Sector allocation

Financial Services24.22%
Capital Goods17.03%
Healthcare12.35%
Information Technology10.17%
Consumer Durables9.83%
Consumer Services6.33%
Construction2.52%
Services2.15%
Chemicals2.11%
Construction Materials2.10%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 12.0% p.a.
₹10,000
10 years
Projected value
₹23,23,391
Invested: ₹12,00,000
Gained: ₹11,23,391
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
R
Rohit Seksaria
Manager since fund inception data not available
ISIN & identifiers
AMFI code
139709
ISIN (Growth)
INF903JA1427
ISIN (Div Re-inv)
Status
Close Ended Schemes
Peers

Other Equity: ELSS funds

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