Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
+17.84%
3Y annualised
-0.53% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Dec 2025
₹33.58
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹76.22Cr

Returns calculator

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

Holdings (39)

NameSectorInstrumentAssets
Consumer DiscretionaryEquity6.32%
HealthcareEquity6.28%
TechnologyEquity4.66%
FinancialEquity4.64%
FinancialEquity4.32%
FinancialEquity4.12%
Capital GoodsEquity3.93%
Capital GoodsEquity3.64%
ServicesEquity3.47%
FinancialEquity3.22%
Consumer StaplesEquity3.16%
TechnologyEquity3.08%
HealthcareEquity2.74%
AutomobileEquity2.66%
FinancialEquity2.60%
Capital GoodsEquity2.38%
Capital GoodsEquity2.35%
Capital GoodsEquity2.28%
ChemicalsEquity2.21%
ServicesEquity2.10%
Metals & MiningEquity2.06%
FinancialEquity2.01%
ConstructionEquity1.98%
TechnologyEquity1.93%
ConstructionEquity1.91%
ServicesEquity1.81%
ConstructionEquity1.74%
HealthcareEquity1.49%
ServicesEquity1.40%
TechnologyEquity1.37%
Metals & MiningEquity1.25%
Capital GoodsEquity1.20%
Consumer StaplesEquity1.00%
TextilesEquity0.84%
Consumer StaplesEquity0.77%
ServicesEquity0.73%
Consumer DiscretionaryEquity0.72%
Metals & MiningEquity0.38%
Metals & MiningEquity0.30%
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-4.7%17.8%25.1%14.3%
Category average-1.4%17.5%21.7%NA
Rank with in category1396NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 1.24%

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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