Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -1.30%
NAV: ₹30.53 as on Wed Nov 19, 2025
Fund NAV

Fund Overview of Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw

  • ₹77.1 Cr
    AUM
  • ₹30.53
    NAV
  • 1.25%
    Expense Ratio
  • Equity
    Fund Category
As on Wed Nov 19, 2025

Returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -1.30% NA 2.82%
6 Months 22.06% NA 12.04%
1 Year -3.72% -3.72% -0.22%
2 Years 28.70% 13.45% 19.10%
3 Years 67.03% 18.65% 18.55%
5 Years 283.53% 30.85% 21.70%
7 Years 240.23% 19.12% NA
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As on Wed Nov 19, 2025

Asset Allocation

equities

94.94%

other assets or cash equivalents

5.06%
Large Cap: 1.41%
Mid Cap: 11.60%
Small Cap: 87.00%
Other: 0.00%
Top Holdings
Aster Dm Healthcare Ltd
6.29%
Aster Dm Healthcare Ltd
6.29%
Aster Dm Healthcare Ltd
6.05%
Aster Dm Healthcare Ltd
6.05%
Aster Dm Healthcare Ltd
5.65%
 
Top Sectors
Financial
113.72%
Industrials
108.63%
Consumer Discretionary
88.21%
Materials
74.56%
Healthcare
52.22%
Detailed Portfolio Analysis
As on Wed Nov 19, 2025
Invest Now

About Fund

About Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw

Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw is one Equity mutual fund offered by Sundaram Mutual Fund. Launched on 18 Nov 2016, the fund aims Capital appreciation over a period of 10 years. Investment in equity and equity related instruments of companies that can be termed as micro-caps along with income tax benefit. It manages assets worth ₹77.1 crore as on Thu Jul 31, 2025. The expense ratio stands at 1.25%.
The portfolio allocation consists of 94.94% in equities, 5.06% in other assets or cash equivalents. Managed by Dwijendra Srivastava, it has delivered a return of -3.72% in the last year, a total return since inception of 14.92%.

Read more
  • Rohit Seksaria

    Fund Manager

  • Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad

    Manager Education

  • Dwijendra Srivastava

    Fund Manager

  • Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.

    Manager Education

Key Metrics of Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw

  • Standard Deviation
    15.97%
  • Sharpe Ratio
    0.72%
  • Alpha
    3.84%
  • Beta
    0.95%

Fund Details

Fund Names Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw
Inception Date 18 Nov 2016
Lock In 1095
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Quant Elss Tax Saver Fund Direct-growth trend ₹11,649 1.35% 5.28% 6.96% 16.49% 27.67%
Quant Elss Tax Saver Fund-growth trend ₹11,649 1.26% 5.00% 5.77% 15.18% 25.82%
ICICI Prudential Elss Tax Saver Direct Plan - Growth trend ₹14,403 0.67% 3.10% 11.79% 17.26% 20.11%
Canara Robeco Elss Tax Saver Direct- Growth trend ₹8,870 1.17% 3.29% 8.72% 16.39% 19.66%
ICICI Prudential Elss Tax Saver Fund - Growth trend ₹14,403 0.62% 2.94% 11.10% 16.53% 19.33%
Canara Robeco Elss Tax Saver Regular - Growth trend ₹8,870 1.05% 2.99% 7.48% 15.03% 18.21%
Taurus Elss Tax Saver Direct-growth trend ₹78 0.41% 1.60% 6.18% 17.35% 18.02%
Taurus Elss Tax Saver Regular-growth trend ₹78 0.35% 1.44% 5.52% 16.60% 17.26%
Aditya Birla Sun Life Elss Tax Saver Direct-growth trend ₹15,457 0.46% 2.56% 11.63% 15.61% 13.87%
Aditya Birla Sun Life Elss Tax Saver Regular-growth trend ₹15,457 0.39% 2.37% 10.83% 14.74% 13.00%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Sundaram Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Sundaram Elss Tax Saver Fund increase ₹1,377 1.35% 2.13% 5.89% 10.68% 15.25%
Sundaram Elss Tax Saver Fund Direct increase ₹1,377 1.40% 2.27% 6.17% 11.26% 15.88%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-growth increase ₹77 0.52% 2.15% 6.94% 5.69% 19.63%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-growth increase ₹77 0.51% 2.10% 6.84% 5.49% 19.41%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Direct - Growth increase ₹36 0.76% 2.30% 7.31% 6.37% 19.95%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Regular - Growth increase ₹36 0.75% 2.28% 7.25% 6.25% 19.81%
Sundaram Long Term Tax Advantage Fund Series Iii Regular - Growth increase ₹34 0.61% 2.76% 8.35% 8.60% 20.16%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct - Growth increase ₹31 0.53% 2.00% 7.15% 6.63% 19.75%
Sundaram Long Term Tax Advantage Fund Series Ii Direct-growth increase ₹13 3.99% 5.73% 5.87% 13.32% 14.63%
Sundaram Long Term Tax Advantage Fund Series Ii Regular-growth increase ₹13 3.97% 5.67% 5.76% 13.07% 14.38%
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increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Aditya Birla Sun Life Elss Tax Saver Direct-growth trend ₹15,457 ₹70.07 15.61% 13.87% 12.59%
Aditya Birla Sun Life Elss Tax Saver Regular-growth trend ₹15,457 ₹62.64 14.74% 13.00% 11.59%
ICICI Prudential Elss Tax Saver Direct Plan - Growth trend ₹14,403 ₹1,077.49 17.26% 20.11% 14.55%
ICICI Prudential Elss Tax Saver Fund - Growth trend ₹14,403 ₹968.65 16.53% 19.33% 13.59%
Quant Elss Tax Saver Fund Direct-growth trend ₹11,649 ₹427.61 16.49% 27.67% 21.94%
Quant Elss Tax Saver Fund-growth trend ₹11,649 ₹380.85 15.18% 25.82% 20.63%
Canara Robeco Elss Tax Saver Regular - Growth trend ₹8,870 ₹181.09 15.03% 18.21% 14.95%
Canara Robeco Elss Tax Saver Direct- Growth trend ₹8,870 ₹203.16 16.39% 19.66% 16.13%
Taurus Elss Tax Saver Direct-growth trend ₹78 ₹206.64 17.35% 18.02% 14.64%
Taurus Elss Tax Saver Regular-growth trend ₹78 ₹189.18 16.60% 17.26% 13.81%
View More
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Aster Dm Healthcare LtdHealthcare6.29%₹4.88 Cr
Aster Dm Healthcare LtdHealthcare6.29%₹4.88 Cr
Aster Dm Healthcare LtdHealthcare6.05%₹4.51 Cr
Aster Dm Healthcare LtdHealthcare6.05%₹4.51 Cr
Aster Dm Healthcare LtdHealthcare5.65%₹4.35 Cr
Safari Industries (india) LtdConsumer Discretionary5.82%₹4.34 Cr
Safari Industries (india) LtdConsumer Discretionary5.82%₹4.34 Cr
Safari Industries (india) LtdConsumer Discretionary5.46%₹4.23 Cr
Safari Industries (india) LtdConsumer Discretionary5.46%₹4.23 Cr
Affle (india) LtdIndustrials5.43%₹4.19 Cr
Affle (india) LtdIndustrials5.58%₹4.17 Cr
Affle (india) LtdIndustrials5.58%₹4.17 Cr
Safari Industries (india) LtdConsumer Discretionary5.40%₹4.16 Cr
Affle (india) LtdIndustrials5.33%₹4.13 Cr
Affle (india) LtdIndustrials5.33%₹4.13 Cr
RepoUnspecified5.20%₹4.03 Cr
RepoUnspecified5.20%₹4.03 Cr
RepoUnspecified4.94%₹3.81 Cr
Kei Industries LtdIndustrials4.57%₹3.41 Cr
Kei Industries LtdIndustrials4.57%₹3.41 Cr
Angel One LtdFinancial4.41%₹3.40 Cr
Sapphire Foods India LtdConsumer Discretionary4.37%₹3.37 Cr
Ksb LtdIndustrials4.24%₹3.27 Cr
Angel One LtdFinancial4.20%₹3.26 Cr
Angel One LtdFinancial4.20%₹3.26 Cr
Kei Industries LtdIndustrials4.19%₹3.23 Cr
Ksb LtdIndustrials4.29%₹3.20 Cr
Ksb LtdIndustrials4.29%₹3.20 Cr
Csb Bank LtdFinancial4.15%₹3.20 Cr
Csb Bank LtdFinancial4.06%₹3.15 Cr
Csb Bank LtdFinancial4.06%₹3.15 Cr
Ujjivan Small Finance Bank LtdFinancial4.04%₹3.14 Cr
Ujjivan Small Finance Bank LtdFinancial4.04%₹3.14 Cr
Sapphire Foods India LtdConsumer Discretionary4.19%₹3.12 Cr
Sapphire Foods India LtdConsumer Discretionary4.19%₹3.12 Cr
Ksb LtdIndustrials3.98%₹3.08 Cr
Ksb LtdIndustrials3.98%₹3.08 Cr
Sapphire Foods India LtdConsumer Discretionary3.92%₹3.04 Cr
Sapphire Foods India LtdConsumer Discretionary3.92%₹3.04 Cr
RepoUnspecified3.95%₹2.95 Cr
RepoUnspecified3.95%₹2.95 Cr
Greenpanel Industries LtdMaterials3.69%₹2.84 Cr
Csb Bank LtdFinancial3.79%₹2.83 Cr
Csb Bank LtdFinancial3.79%₹2.83 Cr
Multi Commodity Exchange Of India LtdFinancial3.78%₹2.82 Cr
Multi Commodity Exchange Of India LtdFinancial3.78%₹2.82 Cr
Ujjivan Small Finance Bank LtdFinancial3.76%₹2.80 Cr
Ujjivan Small Finance Bank LtdFinancial3.76%₹2.80 Cr
Angel One LtdFinancial3.74%₹2.79 Cr
Angel One LtdFinancial3.74%₹2.79 Cr
Multi Commodity Exchange Of India LtdFinancial3.61%₹2.79 Cr
Greenpanel Industries LtdMaterials3.55%₹2.76 Cr
Greenpanel Industries LtdMaterials3.55%₹2.76 Cr
Kei Industries LtdIndustrials3.48%₹2.69 Cr
Kei Industries LtdIndustrials3.48%₹2.69 Cr
Ujjivan Small Finance Bank LtdFinancial3.47%₹2.68 Cr
Multi Commodity Exchange Of India LtdFinancial3.39%₹2.63 Cr
Multi Commodity Exchange Of India LtdFinancial3.39%₹2.63 Cr
Greenpanel Industries LtdMaterials3.50%₹2.61 Cr
Greenpanel Industries LtdMaterials3.50%₹2.61 Cr
Navin Fluorine International LtdMaterials3.07%₹2.38 Cr
Navin Fluorine International LtdMaterials3.07%₹2.38 Cr
Procter & Gamble Health LtdHealthcare3.09%₹2.30 Cr
Procter & Gamble Health LtdHealthcare3.09%₹2.30 Cr
Equitas Small Finance Bank LtdFinancial2.94%₹2.27 Cr
Procter & Gamble Health LtdHealthcare2.91%₹2.25 Cr
Procter & Gamble Health LtdHealthcare2.91%₹2.25 Cr
Equitas Small Finance Bank LtdFinancial2.93%₹2.19 Cr
Equitas Small Finance Bank LtdFinancial2.93%₹2.19 Cr
Equitas Small Finance Bank LtdFinancial2.81%₹2.18 Cr
Equitas Small Finance Bank LtdFinancial2.81%₹2.18 Cr
Procter & Gamble Health LtdHealthcare2.79%₹2.15 Cr
Sundaram-clayton LtdConsumer Discretionary2.76%₹2.14 Cr
Sundaram-clayton LtdConsumer Discretionary2.76%₹2.14 Cr
Rategain Travel Technologies LtdTechnology2.86%₹2.13 Cr
Rategain Travel Technologies LtdTechnology2.86%₹2.13 Cr
Navin Fluorine International LtdMaterials2.74%₹2.11 Cr
Rategain Travel Technologies LtdTechnology2.72%₹2.11 Cr
Rategain Travel Technologies LtdTechnology2.72%₹2.11 Cr
Jk Cement LtdMaterials2.65%₹2.05 Cr
Can Fin Homes LtdFinancial2.51%₹1.95 Cr
Can Fin Homes LtdFinancial2.51%₹1.95 Cr
Navin Fluorine International LtdMaterials2.59%₹1.93 Cr
Navin Fluorine International LtdMaterials2.59%₹1.93 Cr
Kalpataru Power Transmission LtdIndustrials2.45%₹1.90 Cr
Kalpataru Power Transmission LtdIndustrials2.45%₹1.90 Cr
Kalpataru Power Transmission LtdIndustrials2.54%₹1.89 Cr
Kalpataru Power Transmission LtdIndustrials2.54%₹1.89 Cr
Sis LtdIndustrials2.44%₹1.88 Cr
Sundaram-clayton LtdConsumer Discretionary2.41%₹1.80 Cr
Sundaram-clayton LtdConsumer Discretionary2.41%₹1.80 Cr
Kalpataru Power Transmission LtdIndustrials2.25%₹1.73 Cr
Can Fin Homes LtdFinancial2.29%₹1.71 Cr
Can Fin Homes LtdFinancial2.29%₹1.71 Cr
Grindwell Norton LtdMaterials2.20%₹1.71 Cr
Grindwell Norton LtdMaterials2.20%₹1.71 Cr
Sis LtdIndustrials2.28%₹1.70 Cr
Sis LtdIndustrials2.28%₹1.70 Cr
Brigade Enterprises LtdReal Estate2.18%₹1.69 Cr
Brigade Enterprises LtdReal Estate2.18%₹1.69 Cr
Can Fin Homes LtdFinancial2.19%₹1.69 Cr
Jk Cement LtdMaterials2.21%₹1.65 Cr
Jk Cement LtdMaterials2.21%₹1.65 Cr
Brigade Enterprises LtdReal Estate2.13%₹1.64 Cr
Esab India LtdIndustrials2.12%₹1.63 Cr
Jk Cement LtdMaterials2.10%₹1.63 Cr
Jk Cement LtdMaterials2.10%₹1.63 Cr
Sundaram-clayton LtdConsumer Discretionary2.11%₹1.63 Cr
Sis LtdIndustrials2.09%₹1.62 Cr
Sis LtdIndustrials2.09%₹1.62 Cr
Grindwell Norton LtdMaterials2.15%₹1.61 Cr
Grindwell Norton LtdMaterials2.15%₹1.61 Cr
Cholamandalam Financial Holdings LtdFinancial2.04%₹1.59 Cr
Cholamandalam Financial Holdings LtdFinancial2.04%₹1.59 Cr
Cholamandalam Financial Holdings LtdFinancial2.03%₹1.56 Cr
Cholamandalam Financial Holdings LtdFinancial2.09%₹1.56 Cr
Cholamandalam Financial Holdings LtdFinancial2.09%₹1.56 Cr
Pvr LtdConsumer Discretionary2.01%₹1.56 Cr
Pvr LtdConsumer Discretionary2.01%₹1.56 Cr
Grindwell Norton LtdMaterials2.02%₹1.56 Cr
Birlasoft LtdTechnology1.96%₹1.51 Cr
Esab India LtdIndustrials2.03%₹1.51 Cr
Esab India LtdIndustrials2.03%₹1.51 Cr
Esab India LtdIndustrials1.94%₹1.51 Cr
Esab India LtdIndustrials1.94%₹1.51 Cr
Brigade Enterprises LtdReal Estate1.96%₹1.46 Cr
Brigade Enterprises LtdReal Estate1.96%₹1.46 Cr
Rategain Travel Technologies LtdTechnology1.88%₹1.45 Cr
Birlasoft LtdTechnology1.85%₹1.44 Cr
Birlasoft LtdTechnology1.85%₹1.44 Cr
Rhi Magnesita India LtdMaterials1.85%₹1.43 Cr
Pvr LtdConsumer Discretionary1.86%₹1.39 Cr
Pvr LtdConsumer Discretionary1.86%₹1.39 Cr
Westlife Development LtdConsumer Discretionary1.77%₹1.37 Cr
Birlasoft LtdTechnology1.83%₹1.36 Cr
Birlasoft LtdTechnology1.83%₹1.36 Cr
Rhi Magnesita India LtdMaterials1.75%₹1.36 Cr
Rhi Magnesita India LtdMaterials1.75%₹1.36 Cr
Pvr LtdConsumer Discretionary1.68%₹1.29 Cr
Westlife Development LtdConsumer Discretionary1.73%₹1.29 Cr
Westlife Development LtdConsumer Discretionary1.73%₹1.29 Cr
Rhi Magnesita India LtdMaterials1.69%₹1.26 Cr
Rhi Magnesita India LtdMaterials1.69%₹1.26 Cr
Natco Pharma LtdHealthcare1.60%₹1.24 Cr
Ganesha Ecosphere LtdConsumer Discretionary1.58%₹1.22 Cr
R Systems International LtdTechnology1.45%₹1.12 Cr
R Systems International LtdTechnology1.45%₹1.12 Cr
Westlife Development LtdConsumer Discretionary1.44%₹1.12 Cr
Westlife Development LtdConsumer Discretionary1.44%₹1.12 Cr
Shivalik Bimetal Controls LtdIndustrials1.44%₹1.11 Cr
R Systems International LtdTechnology1.43%₹1.10 Cr
Natco Pharma LtdHealthcare1.37%₹1.06 Cr
Natco Pharma LtdHealthcare1.37%₹1.06 Cr
R Systems International LtdTechnology1.41%₹1.05 Cr
R Systems International LtdTechnology1.41%₹1.05 Cr
Shivalik Bimetal Controls LtdIndustrials1.41%₹1.05 Cr
Shivalik Bimetal Controls LtdIndustrials1.41%₹1.05 Cr
Tata Steel LtdMaterials1.33%₹1.03 Cr
Tata Steel LtdMaterials1.33%₹1.03 Cr
Natco Pharma LtdHealthcare1.38%₹1.03 Cr
Natco Pharma LtdHealthcare1.38%₹1.03 Cr
Shivalik Bimetal Controls LtdIndustrials1.30%₹1.01 Cr
Shivalik Bimetal Controls LtdIndustrials1.30%₹1.01 Cr
Tata Steel LtdMaterials1.28%₹0.96 Cr
Tata Steel LtdMaterials1.28%₹0.96 Cr
Tata Steel LtdMaterials1.16%₹0.89 Cr
Ganesha Ecosphere LtdConsumer Discretionary1.10%₹0.86 Cr
Ganesha Ecosphere LtdConsumer Discretionary1.10%₹0.86 Cr
Ganesha Ecosphere LtdConsumer Discretionary1.11%₹0.83 Cr
Ganesha Ecosphere LtdConsumer Discretionary1.11%₹0.83 Cr
Century Plyboards (india) LtdMaterials0.80%₹0.60 Cr
Century Plyboards (india) LtdMaterials0.80%₹0.60 Cr
Butterfly Gandhimathi Appliances LtdConsumer Discretionary0.76%₹0.59 Cr
Butterfly Gandhimathi Appliances LtdConsumer Discretionary0.76%₹0.59 Cr
Butterfly Gandhimathi Appliances LtdConsumer Discretionary0.72%₹0.55 Cr
Century Plyboards (india) LtdMaterials0.71%₹0.55 Cr
Century Plyboards (india) LtdMaterials0.71%₹0.55 Cr
Century Plyboards (india) LtdMaterials0.70%₹0.54 Cr
Butterfly Gandhimathi Appliances LtdConsumer Discretionary0.71%₹0.53 Cr
Butterfly Gandhimathi Appliances LtdConsumer Discretionary0.71%₹0.53 Cr
Mm Forgings LtdMaterials0.40%₹0.31 Cr
Mm Forgings LtdMaterials0.37%₹0.27 Cr
Mm Forgings LtdMaterials0.37%₹0.27 Cr
Mm Forgings LtdMaterials0.35%₹0.27 Cr
Mm Forgings LtdMaterials0.35%₹0.27 Cr
Net PayablesUnspecified-0.05%₹-0.04 Cr
Net PayablesUnspecified-0.05%₹-0.04 Cr
Net PayablesUnspecified-0.11%₹-0.09 Cr
Net PayablesUnspecified-0.15%₹-0.11 Cr
Net PayablesUnspecified-0.15%₹-0.11 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Quant Elss Tax Saver Fund Direct-growth increase ₹427.61 16.49% 27.67% -
Quant Elss Tax Saver Fund-growth increase ₹380.85 15.18% 25.82% -
ICICI Prudential Elss Tax Saver Direct Plan - Growth increase ₹1,077.49 17.26% 20.11% -
Canara Robeco Elss Tax Saver Direct- Growth increase ₹203.16 16.39% 19.66% -
ICICI Prudential Elss Tax Saver Fund - Growth increase ₹968.65 16.53% 19.33% -
Canara Robeco Elss Tax Saver Regular - Growth increase ₹181.09 15.03% 18.21% -
Taurus Elss Tax Saver Direct-growth increase ₹206.64 17.35% 18.02% -
Taurus Elss Tax Saver Regular-growth increase ₹189.18 16.60% 17.26% 191.32
Aditya Birla Sun Life Elss Tax Saver Direct-growth increase ₹70.07 15.61% 13.87% -
Aditya Birla Sun Life Elss Tax Saver Regular-growth increase ₹62.64 14.74% 13.00% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw

What is the current AUM of Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw?

As of Thu Jul 31, 2025, Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw manages assets worth ₹77.1 crore

How has Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw performed recently?

  • 3 Months: -1.30%
  • 6 Months: 22.06%

What is the long-term performance of Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw?

  • 3 Years CAGR: 18.65%
  • 5 Years CAGR: 30.85%
  • Since Inception: 14.92%

What is the portfolio composition of Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw?

Equity: 94.94%, Others: 5.06%.

Who manages Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw?

Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw is managed by Dwijendra Srivastava from Sundaram Mutual Fund.

What is the market-cap allocation of Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw?

Large Cap: 1.41%, Mid Cap: 11.60%, Small Cap: 87.00%.

Which are the top companies Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw has invested in?

  • Aster DM Healthcare Ltd – 6.29% of the fund's portfolio
  • Aster DM Healthcare Ltd – 6.29% of the fund's portfolio
  • Aster DM Healthcare Ltd – 6.05% of the fund's portfolio
  • Aster DM Healthcare Ltd – 6.05% of the fund's portfolio
  • Aster DM Healthcare Ltd – 5.65% of the fund's portfolio

Which are the major sectors Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw focuses on?

  • Financial – 113.72% of the fund's portfolio
  • Industrials – 108.63% of the fund's portfolio
  • Consumer Discretionary – 88.21% of the fund's portfolio
  • Materials – 74.56% of the fund's portfolio
  • Healthcare – 52.22% of the fund's portfolio
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Past performance may not be indicative of future results.

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Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.

For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.

For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.

Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

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