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

Equity
ELSS
Very High Risk
3Y Lock In
+18.20%
3Y annualised
-0.51% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Dec 2025
₹29.10
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹36.06Cr

Returns calculator

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

Holdings (39)

NameSectorInstrumentAssets
Consumer DiscretionaryEquity6.62%
HealthcareEquity6.26%
FinancialEquity4.73%
FinancialEquity4.38%
TechnologyEquity4.17%
FinancialEquity4.17%
Capital GoodsEquity3.44%
ServicesEquity3.35%
FinancialEquity3.33%
Consumer StaplesEquity3.25%
Capital GoodsEquity3.13%
TechnologyEquity3.07%
AutomobileEquity2.75%
HealthcareEquity2.71%
ChemicalsEquity2.63%
FinancialEquity2.61%
ConstructionEquity2.49%
Capital GoodsEquity2.38%
Capital GoodsEquity2.35%
Capital GoodsEquity2.27%
ServicesEquity2.08%
FinancialEquity2.06%
Metals & MiningEquity1.93%
TechnologyEquity1.92%
ServicesEquity1.78%
ConstructionEquity1.75%
ConstructionEquity1.71%
HealthcareEquity1.49%
ServicesEquity1.44%
TechnologyEquity1.35%
ServicesEquity1.23%
Metals & MiningEquity1.20%
Capital GoodsEquity1.18%
Consumer StaplesEquity1.00%
TextilesEquity0.84%
Consumer StaplesEquity0.77%
Consumer DiscretionaryEquity0.75%
Metals & MiningEquity0.39%
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-4.1%18.2%25.6%13.0%
Category average-1.6%17.7%21.8%NA
Rank with in category1074NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 1.32%

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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