Fund Overview of Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-idcw
-
₹77.1 CrAUM
-
₹26.63NAV
-
1.43%Expense Ratio
-
EquityFund Category
Returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -1.35% | NA | 2.82% |
| 6 Months | 21.94% | NA | 12.04% |
| 1 Year | -3.91% | -3.91% | -0.22% |
| 2 Years | 28.22% | 13.23% | 19.10% |
| 3 Years | 66.11% | 18.43% | 18.55% |
| 5 Years | 280.21% | 30.62% | 21.70% |
| 7 Years | 235.43% | 18.87% | NA |
Asset Allocation
equities
95.01%other assets or cash equivalents
4.99%Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-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 1.43%. Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-idcw
The portfolio allocation consists of 95.01% in equities, 4.99% in other assets or cash equivalents.Managed by Dwijendra Srivastava, it has delivered a return of -3.91% in the last year, a total return since inception of 14.53%.
To take informed investment decisions it is useful to explore best sip plan that align with long-term goals.
Key Metrics of Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-idcw
-
Standard Deviation15.97%
-
Sharpe Ratio0.71%
-
Alpha3.66%
-
Beta0.94%
Fund Details
|
|
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
| Quant Elss Tax Saver Fund Direct-growth |
₹11,649 | -5.63% | -5.63% | 12.22% | 16.57% | 19.35% |
| Quant Elss Tax Saver Fund-growth |
₹11,649 | -5.70% | -5.85% | 11.04% | 15.32% | 17.71% |
| ICICI Prudential Elss Tax Saver Direct Plan - Growth |
₹14,403 | -6.86% | -6.06% | 9.86% | 16.20% | 13.20% |
| Canara Robeco Elss Tax Saver Direct- Growth |
₹8,870 | -6.82% | -5.37% | 10.61% | 15.31% | 12.91% |
| ICICI Prudential Elss Tax Saver Fund - Growth |
₹14,403 | -6.91% | -6.20% | 9.17% | 15.49% | 12.47% |
| Taurus Elss Tax Saver Direct-growth |
₹78 | -5.73% | -7.02% | 1.75% | 13.42% | 12.26% |
| Canara Robeco Elss Tax Saver Regular - Growth |
₹8,870 | -6.90% | -5.64% | 9.36% | 13.99% | 11.55% |
| Taurus Elss Tax Saver Regular-growth |
₹78 | -5.78% | -7.18% | 1.12% | 12.70% | 11.52% |
| Aditya Birla Sun Life Elss Tax Saver Direct-growth |
₹15,457 | -8.12% | -6.90% | 11.29% | 15.05% | 8.45% |
| Aditya Birla Sun Life Elss Tax Saver Regular-growth |
₹15,457 | -8.14% | -7.04% | 10.54% | 14.21% | 7.62% |
More funds from Sundaram Mutual Fund
Mutual Fund Calculator
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Elss Tax Saver Regular-growth |
₹15,457 | ₹57.84 | 14.21% | 7.62% | 11.15% |
| Aditya Birla Sun Life Elss Tax Saver Direct-growth |
₹15,457 | ₹64.85 | 15.05% | 8.45% | 12.13% |
| ICICI Prudential Elss Tax Saver Direct Plan - Growth |
₹14,403 | ₹999.62 | 16.20% | 13.20% | 14.62% |
| ICICI Prudential Elss Tax Saver Fund - Growth |
₹14,403 | ₹896.91 | 15.49% | 12.47% | 13.69% |
| Quant Elss Tax Saver Fund Direct-growth |
₹11,649 | ₹397.59 | 16.57% | 19.35% | 21.41% |
| Quant Elss Tax Saver Fund-growth |
₹11,649 | ₹353.05 | 15.32% | 17.71% | 20.08% |
| Canara Robeco Elss Tax Saver Regular - Growth |
₹8,870 | ₹168.22 | 13.99% | 11.55% | 15.14% |
| Canara Robeco Elss Tax Saver Direct- Growth |
₹8,870 | ₹189.37 | 15.31% | 12.91% | 16.34% |
| Taurus Elss Tax Saver Direct-growth |
₹78 | ₹186.57 | 13.42% | 12.26% | 14.35% |
| Taurus Elss Tax Saver Regular-growth |
₹78 | ₹170.44 | 12.70% | 11.52% | 13.57% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Aster Dm Healthcare Ltd | Healthcare | 6.29% | ₹4.88 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.29% | ₹4.88 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 6.32% | ₹4.82 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.28% | ₹4.79 Cr |
| Repo | Unspecified | 6.25% | ₹4.77 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.70% | ₹4.71 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.05% | ₹4.51 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.05% | ₹4.51 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 5.94% | ₹4.44 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 5.65% | ₹4.35 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 5.82% | ₹4.34 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 5.82% | ₹4.34 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 5.78% | ₹4.31 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 5.46% | ₹4.23 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 5.46% | ₹4.23 Cr |
| Affle (india) Ltd | Industrials | 5.43% | ₹4.19 Cr |
| Affle (india) Ltd | Industrials | 5.58% | ₹4.17 Cr |
| Affle (india) Ltd | Industrials | 5.58% | ₹4.17 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 5.40% | ₹4.16 Cr |
| Affle (india) Ltd | Industrials | 5.33% | ₹4.13 Cr |
| Affle (india) Ltd | Industrials | 5.33% | ₹4.13 Cr |
| Repo | Unspecified | 5.20% | ₹4.03 Cr |
| Repo | Unspecified | 5.20% | ₹4.03 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 5.67% | ₹4.03 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 5.59% | ₹3.97 Cr |
| Affle (india) Ltd | Industrials | 5.15% | ₹3.85 Cr |
| Repo | Unspecified | 4.94% | ₹3.81 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 5.07% | ₹3.56 Cr |
| Affle (india) Ltd | Industrials | 4.66% | ₹3.55 Cr |
| Angel One Ltd | Financial | 4.64% | ₹3.53 Cr |
| Repo | Unspecified | 4.70% | ₹3.51 Cr |
| Csb Bank Ltd | Financial | 4.68% | ₹3.50 Cr |
| Kei Industries Ltd | Industrials | 4.57% | ₹3.41 Cr |
| Kei Industries Ltd | Industrials | 4.57% | ₹3.41 Cr |
| Angel One Ltd | Financial | 4.41% | ₹3.40 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 4.37% | ₹3.37 Cr |
| Csb Bank Ltd | Financial | 4.69% | ₹3.34 Cr |
| Angel One Ltd | Financial | 4.67% | ₹3.32 Cr |
| Affle (india) Ltd | Industrials | 4.66% | ₹3.31 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.32% | ₹3.29 Cr |
| Ksb Ltd | Industrials | 4.24% | ₹3.27 Cr |
| Angel One Ltd | Financial | 4.20% | ₹3.26 Cr |
| Angel One Ltd | Financial | 4.20% | ₹3.26 Cr |
| Kei Industries Ltd | Industrials | 4.19% | ₹3.23 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.29% | ₹3.21 Cr |
| Ksb Ltd | Industrials | 4.29% | ₹3.20 Cr |
| Ksb Ltd | Industrials | 4.29% | ₹3.20 Cr |
| Csb Bank Ltd | Financial | 4.15% | ₹3.20 Cr |
| Csb Bank Ltd | Financial | 4.06% | ₹3.15 Cr |
| Csb Bank Ltd | Financial | 4.06% | ₹3.15 Cr |
| Csb Bank Ltd | Financial | 4.12% | ₹3.14 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.04% | ₹3.14 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.04% | ₹3.14 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 4.19% | ₹3.12 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 4.19% | ₹3.12 Cr |
| Ksb Ltd | Industrials | 3.98% | ₹3.08 Cr |
| Ksb Ltd | Industrials | 3.98% | ₹3.08 Cr |
| Angel One Ltd | Financial | 4.10% | ₹3.06 Cr |
| Angel One Ltd | Financial | 4.34% | ₹3.05 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 3.92% | ₹3.04 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 3.92% | ₹3.04 Cr |
| Repo | Unspecified | 4.26% | ₹3.03 Cr |
| Csb Bank Ltd | Financial | 4.31% | ₹3.03 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.25% | ₹3.02 Cr |
| Ksb Ltd | Industrials | 4.27% | ₹3.00 Cr |
| Ksb Ltd | Industrials | 3.93% | ₹2.99 Cr |
| Repo | Unspecified | 3.95% | ₹2.95 Cr |
| Repo | Unspecified | 3.95% | ₹2.95 Cr |
| Affle (india) Ltd | Industrials | 4.19% | ₹2.95 Cr |
| Ksb Ltd | Industrials | 3.94% | ₹2.94 Cr |
| Repo | Unspecified | 4.14% | ₹2.91 Cr |
| Greenpanel Industries Ltd | Materials | 3.69% | ₹2.84 Cr |
| Csb Bank Ltd | Financial | 3.79% | ₹2.83 Cr |
| Csb Bank Ltd | Financial | 3.79% | ₹2.83 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.78% | ₹2.82 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.78% | ₹2.82 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 3.76% | ₹2.80 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 3.76% | ₹2.80 Cr |
| Angel One Ltd | Financial | 3.74% | ₹2.79 Cr |
| Angel One Ltd | Financial | 3.74% | ₹2.79 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.61% | ₹2.79 Cr |
| Kei Industries Ltd | Industrials | 3.64% | ₹2.77 Cr |
| Ksb Ltd | Industrials | 3.88% | ₹2.76 Cr |
| Greenpanel Industries Ltd | Materials | 3.55% | ₹2.76 Cr |
| Greenpanel Industries Ltd | Materials | 3.55% | ₹2.76 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 3.66% | ₹2.73 Cr |
| Kei Industries Ltd | Industrials | 3.48% | ₹2.69 Cr |
| Kei Industries Ltd | Industrials | 3.48% | ₹2.69 Cr |
| Mtar Technologies Ltd | Industrials | 3.83% | ₹2.69 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 3.82% | ₹2.68 Cr |
| Equitas Small Finance Bank Ltd | Financial | 3.77% | ₹2.68 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 3.47% | ₹2.68 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 3.47% | ₹2.64 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.39% | ₹2.63 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.39% | ₹2.63 Cr |
| Greenpanel Industries Ltd | Materials | 3.50% | ₹2.61 Cr |
| Greenpanel Industries Ltd | Materials | 3.50% | ₹2.61 Cr |
| Equitas Small Finance Bank Ltd | Financial | 3.50% | ₹2.46 Cr |
| Equitas Small Finance Bank Ltd | Financial | 3.22% | ₹2.45 Cr |
| Greenpanel Industries Ltd | Materials | 3.16% | ₹2.41 Cr |
| Equitas Small Finance Bank Ltd | Financial | 3.23% | ₹2.41 Cr |
| Navin Fluorine International Ltd | Materials | 3.07% | ₹2.38 Cr |
| Navin Fluorine International Ltd | Materials | 3.07% | ₹2.38 Cr |
| Rategain Travel Technologies Ltd | Technology | 3.08% | ₹2.35 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.09% | ₹2.30 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.09% | ₹2.30 Cr |
| Rategain Travel Technologies Ltd | Technology | 3.06% | ₹2.29 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.94% | ₹2.27 Cr |
| Procter & Gamble Health Ltd | Healthcare | 2.91% | ₹2.25 Cr |
| Procter & Gamble Health Ltd | Healthcare | 2.91% | ₹2.25 Cr |
| Greenpanel Industries Ltd | Materials | 2.97% | ₹2.22 Cr |
| Greenpanel Industries Ltd | Materials | 3.12% | ₹2.22 Cr |
| Kei Industries Ltd | Industrials | 2.94% | ₹2.19 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.93% | ₹2.19 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.93% | ₹2.19 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.81% | ₹2.18 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.81% | ₹2.18 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 3.09% | ₹2.17 Cr |
| Procter & Gamble Health Ltd | Healthcare | 2.79% | ₹2.15 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.76% | ₹2.14 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.76% | ₹2.14 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 3.03% | ₹2.13 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.86% | ₹2.13 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.86% | ₹2.13 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.99% | ₹2.13 Cr |
| Navin Fluorine International Ltd | Materials | 2.74% | ₹2.11 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.72% | ₹2.11 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.72% | ₹2.11 Cr |
| Can Fin Homes Ltd | Financial | 2.94% | ₹2.09 Cr |
| Procter & Gamble Health Ltd | Healthcare | 2.74% | ₹2.09 Cr |
| Can Fin Homes Ltd | Financial | 2.79% | ₹2.09 Cr |
| Procter & Gamble Health Ltd | Healthcare | 2.79% | ₹2.08 Cr |
| Mtar Technologies Ltd | Industrials | 2.92% | ₹2.07 Cr |
| Jk Cement Ltd | Materials | 2.65% | ₹2.05 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.66% | ₹2.02 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.85% | ₹2.02 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 2.84% | ₹2.02 Cr |
| Greenpanel Industries Ltd | Materials | 2.83% | ₹1.99 Cr |
| Can Fin Homes Ltd | Financial | 2.60% | ₹1.98 Cr |
| Can Fin Homes Ltd | Financial | 2.51% | ₹1.95 Cr |
| Can Fin Homes Ltd | Financial | 2.51% | ₹1.95 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.61% | ₹1.95 Cr |
| Procter & Gamble Health Ltd | Healthcare | 2.73% | ₹1.94 Cr |
| Navin Fluorine International Ltd | Materials | 2.59% | ₹1.93 Cr |
| Navin Fluorine International Ltd | Materials | 2.59% | ₹1.93 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.45% | ₹1.90 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.45% | ₹1.90 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.54% | ₹1.89 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.54% | ₹1.89 Cr |
| Can Fin Homes Ltd | Financial | 2.69% | ₹1.89 Cr |
| Sis Ltd | Industrials | 2.44% | ₹1.88 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.66% | ₹1.87 Cr |
| Esab India Ltd | Industrials | 2.50% | ₹1.87 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.43% | ₹1.81 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.38% | ₹1.81 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.41% | ₹1.80 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.41% | ₹1.80 Cr |
| Mtar Technologies Ltd | Industrials | 2.35% | ₹1.79 Cr |
| Procter & Gamble Health Ltd | Healthcare | 2.55% | ₹1.79 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.49% | ₹1.75 Cr |
| Esab India Ltd | Industrials | 2.28% | ₹1.73 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.25% | ₹1.73 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.43% | ₹1.73 Cr |
| Can Fin Homes Ltd | Financial | 2.29% | ₹1.71 Cr |
| Can Fin Homes Ltd | Financial | 2.29% | ₹1.71 Cr |
| Mtar Technologies Ltd | Industrials | 2.29% | ₹1.71 Cr |
| Grindwell Norton Ltd | Materials | 2.20% | ₹1.71 Cr |
| Grindwell Norton Ltd | Materials | 2.20% | ₹1.71 Cr |
| Esab India Ltd | Industrials | 2.40% | ₹1.71 Cr |
| Sis Ltd | Industrials | 2.28% | ₹1.70 Cr |
| Sis Ltd | Industrials | 2.28% | ₹1.70 Cr |
| Brigade Enterprises Ltd | Real Estate | 2.18% | ₹1.69 Cr |
| Brigade Enterprises Ltd | Real Estate | 2.18% | ₹1.69 Cr |
| Esab India Ltd | Industrials | 2.40% | ₹1.69 Cr |
| Can Fin Homes Ltd | Financial | 2.19% | ₹1.69 Cr |
| Navin Fluorine International Ltd | Materials | 2.21% | ₹1.68 Cr |
| Grindwell Norton Ltd | Materials | 2.39% | ₹1.68 Cr |
| Birlasoft Ltd | Technology | 2.24% | ₹1.68 Cr |
| Jk Cement Ltd | Materials | 2.21% | ₹1.65 Cr |
| Jk Cement Ltd | Materials | 2.21% | ₹1.65 Cr |
| Brigade Enterprises Ltd | Real Estate | 2.13% | ₹1.64 Cr |
| Sis Ltd | Industrials | 2.31% | ₹1.64 Cr |
| Esab India Ltd | Industrials | 2.12% | ₹1.63 Cr |
| Jk Cement Ltd | Materials | 2.10% | ₹1.63 Cr |
| Jk Cement Ltd | Materials | 2.10% | ₹1.63 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.11% | ₹1.63 Cr |
| Sis Ltd | Industrials | 2.17% | ₹1.62 Cr |
| Sis Ltd | Industrials | 2.09% | ₹1.62 Cr |
| Sis Ltd | Industrials | 2.09% | ₹1.62 Cr |
| Zomato Ltd | Technology | 2.31% | ₹1.62 Cr |
| Birlasoft Ltd | Technology | 2.27% | ₹1.62 Cr |
| Grindwell Norton Ltd | Materials | 2.15% | ₹1.61 Cr |
| Grindwell Norton Ltd | Materials | 2.15% | ₹1.61 Cr |
| Sis Ltd | Industrials | 2.10% | ₹1.60 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.04% | ₹1.59 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.04% | ₹1.59 Cr |
| Grindwell Norton Ltd | Materials | 2.12% | ₹1.58 Cr |
| Grindwell Norton Ltd | Materials | 2.06% | ₹1.57 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.03% | ₹1.56 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.09% | ₹1.56 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.09% | ₹1.56 Cr |
| Grindwell Norton Ltd | Materials | 2.20% | ₹1.56 Cr |
| Pvr Ltd | Consumer Discretionary | 2.01% | ₹1.56 Cr |
| Pvr Ltd | Consumer Discretionary | 2.01% | ₹1.56 Cr |
| Grindwell Norton Ltd | Materials | 2.02% | ₹1.56 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.01% | ₹1.53 Cr |
| Birlasoft Ltd | Technology | 1.96% | ₹1.51 Cr |
| Esab India Ltd | Industrials | 2.03% | ₹1.51 Cr |
| Esab India Ltd | Industrials | 2.03% | ₹1.51 Cr |
| Jk Cement Ltd | Materials | 1.98% | ₹1.51 Cr |
| Birlasoft Ltd | Technology | 2.15% | ₹1.51 Cr |
| Esab India Ltd | Industrials | 1.94% | ₹1.51 Cr |
| Esab India Ltd | Industrials | 1.94% | ₹1.51 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.01% | ₹1.50 Cr |
| Sis Ltd | Industrials | 2.12% | ₹1.49 Cr |
| Jk Cement Ltd | Materials | 2.11% | ₹1.48 Cr |
| Birlasoft Ltd | Technology | 1.93% | ₹1.47 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.96% | ₹1.46 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.96% | ₹1.46 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.91% | ₹1.46 Cr |
| Jk Cement Ltd | Materials | 1.94% | ₹1.45 Cr |
| Rategain Travel Technologies Ltd | Technology | 1.88% | ₹1.45 Cr |
| Jk Cement Ltd | Materials | 2.04% | ₹1.45 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.93% | ₹1.44 Cr |
| Birlasoft Ltd | Technology | 1.85% | ₹1.44 Cr |
| Birlasoft Ltd | Technology | 1.85% | ₹1.44 Cr |
| Rhi Magnesita India Ltd | Materials | 1.85% | ₹1.43 Cr |
| Pvr Ltd | Consumer Discretionary | 1.86% | ₹1.39 Cr |
| Pvr Ltd | Consumer Discretionary | 1.86% | ₹1.39 Cr |
| Pvr Ltd | Consumer Discretionary | 1.81% | ₹1.38 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 1.93% | ₹1.37 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.77% | ₹1.37 Cr |
| Birlasoft Ltd | Technology | 1.83% | ₹1.36 Cr |
| Birlasoft Ltd | Technology | 1.83% | ₹1.36 Cr |
| Rhi Magnesita India Ltd | Materials | 1.75% | ₹1.36 Cr |
| Rhi Magnesita India Ltd | Materials | 1.75% | ₹1.36 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 1.93% | ₹1.35 Cr |
| Rhi Magnesita India Ltd | Materials | 1.74% | ₹1.32 Cr |
| Pvr Ltd | Consumer Discretionary | 1.88% | ₹1.32 Cr |
| Pvr Ltd | Consumer Discretionary | 1.76% | ₹1.31 Cr |
| Kei Industries Ltd | Industrials | 1.85% | ₹1.31 Cr |
| Rhi Magnesita India Ltd | Materials | 1.75% | ₹1.31 Cr |
| Pvr Ltd | Consumer Discretionary | 1.68% | ₹1.29 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.73% | ₹1.29 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.73% | ₹1.29 Cr |
| Natco Pharma Ltd | Healthcare | 1.82% | ₹1.28 Cr |
| Rhi Magnesita India Ltd | Materials | 1.79% | ₹1.27 Cr |
| Pvr Ltd | Consumer Discretionary | 1.77% | ₹1.26 Cr |
| Rhi Magnesita India Ltd | Materials | 1.69% | ₹1.26 Cr |
| Rhi Magnesita India Ltd | Materials | 1.69% | ₹1.26 Cr |
| Rhi Magnesita India Ltd | Materials | 1.76% | ₹1.24 Cr |
| Natco Pharma Ltd | Healthcare | 1.60% | ₹1.24 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.72% | ₹1.23 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.58% | ₹1.22 Cr |
| Natco Pharma Ltd | Healthcare | 1.57% | ₹1.17 Cr |
| Natco Pharma Ltd | Healthcare | 1.49% | ₹1.14 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.61% | ₹1.13 Cr |
| R Systems International Ltd | Technology | 1.45% | ₹1.12 Cr |
| R Systems International Ltd | Technology | 1.45% | ₹1.12 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.44% | ₹1.12 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.44% | ₹1.12 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.44% | ₹1.11 Cr |
| R Systems International Ltd | Technology | 1.43% | ₹1.10 Cr |
| Natco Pharma Ltd | Healthcare | 1.52% | ₹1.08 Cr |
| Zomato Ltd | Technology | 1.51% | ₹1.07 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.40% | ₹1.07 Cr |
| R Systems International Ltd | Technology | 1.42% | ₹1.06 Cr |
| Natco Pharma Ltd | Healthcare | 1.37% | ₹1.06 Cr |
| Natco Pharma Ltd | Healthcare | 1.37% | ₹1.06 Cr |
| R Systems International Ltd | Technology | 1.41% | ₹1.05 Cr |
| R Systems International Ltd | Technology | 1.41% | ₹1.05 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.41% | ₹1.05 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.41% | ₹1.05 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.41% | ₹1.05 Cr |
| R Systems International Ltd | Technology | 1.37% | ₹1.05 Cr |
| Landmark Cars Ltd | Consumer Discretionary | 1.48% | ₹1.04 Cr |
| Tata Steel Ltd | Materials | 1.33% | ₹1.03 Cr |
| Tata Steel Ltd | Materials | 1.33% | ₹1.03 Cr |
| Natco Pharma Ltd | Healthcare | 1.38% | ₹1.03 Cr |
| Natco Pharma Ltd | Healthcare | 1.38% | ₹1.03 Cr |
| Tata Steel Ltd | Materials | 1.36% | ₹1.02 Cr |
| Neogen Chemicals Ltd | Materials | 1.43% | ₹1.01 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.30% | ₹1.01 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.30% | ₹1.01 Cr |
| R Systems International Ltd | Technology | 1.40% | ₹1.00 Cr |
| Landmark Cars Ltd | Consumer Discretionary | 1.38% | ₹0.98 Cr |
| Tata Steel Ltd | Materials | 1.28% | ₹0.96 Cr |
| Tata Steel Ltd | Materials | 1.28% | ₹0.96 Cr |
| Tata Steel Ltd | Materials | 1.25% | ₹0.95 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 1.34% | ₹0.94 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.34% | ₹0.94 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.32% | ₹0.93 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.30% | ₹0.93 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.20% | ₹0.92 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.21% | ₹0.90 Cr |
| Tata Steel Ltd | Materials | 1.16% | ₹0.89 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.25% | ₹0.89 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.10% | ₹0.86 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.10% | ₹0.86 Cr |
| Neogen Chemicals Ltd | Materials | 1.18% | ₹0.84 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.11% | ₹0.83 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.11% | ₹0.83 Cr |
| Neogen Chemicals Ltd | Materials | 1.09% | ₹0.81 Cr |
| Navin Fluorine International Ltd | Materials | 1.09% | ₹0.77 Cr |
| Eid-parry (india) Ltd | Materials | 1.03% | ₹0.77 Cr |
| Eid-parry (india) Ltd | Materials | 1.00% | ₹0.76 Cr |
| R Systems International Ltd | Technology | 1.08% | ₹0.76 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 1.01% | ₹0.76 Cr |
| Venus Pipes & Tubes Ltd | Industrials | 1.01% | ₹0.75 Cr |
| Navin Fluorine International Ltd | Materials | 1.00% | ₹0.75 Cr |
| Landmark Cars Ltd | Consumer Discretionary | 0.99% | ₹0.74 Cr |
| Zomato Ltd | Technology | 0.97% | ₹0.72 Cr |
| Venus Pipes & Tubes Ltd | Industrials | 1.02% | ₹0.72 Cr |
| Aavas Financiers Ltd | Financial | 1.02% | ₹0.72 Cr |
| Eid-parry (india) Ltd | Materials | 0.96% | ₹0.68 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 0.95% | ₹0.68 Cr |
| Venus Pipes & Tubes Ltd | Industrials | 0.93% | ₹0.66 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 0.84% | ₹0.64 Cr |
| Eid-parry (india) Ltd | Materials | 0.91% | ₹0.64 Cr |
| Century Plyboards (india) Ltd | Materials | 0.81% | ₹0.61 Cr |
| Cash/net Current Assets | Unspecified | 0.85% | ₹0.60 Cr |
| Century Plyboards (india) Ltd | Materials | 0.80% | ₹0.60 Cr |
| Century Plyboards (india) Ltd | Materials | 0.80% | ₹0.60 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 0.80% | ₹0.60 Cr |
| Century Plyboards (india) Ltd | Materials | 0.83% | ₹0.59 Cr |
| Century Plyboards (india) Ltd | Materials | 0.77% | ₹0.59 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.76% | ₹0.59 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.76% | ₹0.59 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 0.73% | ₹0.56 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.72% | ₹0.55 Cr |
| Century Plyboards (india) Ltd | Materials | 0.71% | ₹0.55 Cr |
| Century Plyboards (india) Ltd | Materials | 0.71% | ₹0.55 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.72% | ₹0.55 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 0.77% | ₹0.54 Cr |
| Century Plyboards (india) Ltd | Materials | 0.77% | ₹0.54 Cr |
| Century Plyboards (india) Ltd | Materials | 0.70% | ₹0.54 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.71% | ₹0.53 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.71% | ₹0.53 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.67% | ₹0.50 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 0.68% | ₹0.48 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.66% | ₹0.47 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.66% | ₹0.47 Cr |
| Mm Forgings Ltd | Materials | 0.40% | ₹0.31 Cr |
| Mm Forgings Ltd | Materials | 0.38% | ₹0.29 Cr |
| Mm Forgings Ltd | Materials | 0.37% | ₹0.27 Cr |
| Mm Forgings Ltd | Materials | 0.37% | ₹0.27 Cr |
| Mm Forgings Ltd | Materials | 0.35% | ₹0.27 Cr |
| Mm Forgings Ltd | Materials | 0.35% | ₹0.27 Cr |
| Venus Pipes & Tubes Ltd | Industrials | 0.30% | ₹0.23 Cr |
| Net Payables | Unspecified | -0.05% | ₹-0.04 Cr |
| Net Payables | Unspecified | -0.05% | ₹-0.04 Cr |
| Net Payables | Unspecified | -0.11% | ₹-0.09 Cr |
| Net Payables | Unspecified | -0.15% | ₹-0.11 Cr |
| Net Payables | Unspecified | -0.15% | ₹-0.11 Cr |
| Net Payables | Unspecified | -0.19% | ₹-0.13 Cr |
| Net Payables | Unspecified | -1.32% | ₹-1.00 Cr |
| Net Payables | Unspecified | -2.13% | ₹-1.59 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Quant Elss Tax Saver Fund Direct-growth |
₹397.59 | 16.57% | 19.35% | - |
| Quant Elss Tax Saver Fund-growth |
₹353.05 | 15.32% | 17.71% | - |
| ICICI Prudential Elss Tax Saver Direct Plan - Growth |
₹999.62 | 16.20% | 13.20% | - |
| Canara Robeco Elss Tax Saver Direct- Growth |
₹189.37 | 15.31% | 12.91% | - |
| ICICI Prudential Elss Tax Saver Fund - Growth |
₹896.91 | 15.49% | 12.47% | - |
| Taurus Elss Tax Saver Direct-growth |
₹186.57 | 13.42% | 12.26% | - |
| Canara Robeco Elss Tax Saver Regular - Growth |
₹168.22 | 13.99% | 11.55% | - |
| Taurus Elss Tax Saver Regular-growth |
₹170.44 | 12.70% | 11.52% | - |
| Aditya Birla Sun Life Elss Tax Saver Direct-growth |
₹64.85 | 15.05% | 8.45% | - |
| Aditya Birla Sun Life Elss Tax Saver Regular-growth |
₹57.84 | 14.21% | 7.62% | - |
Frequently Asked Questions
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-idcw
What is the current AUM of Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-idcw?
As of Thu Jul 31, 2025, Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-idcw manages assets worth ₹77.1 crore
How has Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-idcw performed recently?
- 3 Months: -1.35%
- 6 Months: 21.94%
What is the long-term performance of Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-idcw?
- 3 Years CAGR: 18.43%
- 5 Years CAGR: 30.62%
- Since Inception: 14.53%
What is the portfolio composition of Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-idcw?
Equity: 95.01%, Others: 4.99%.
Who manages Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-idcw?
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-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 Regular-idcw?
Large Cap: 2.43%, Mid Cap: 4.25%, Small Cap: 93.32%.
Which are the top companies Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-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
- Safari Industries (India) Ltd – 6.32% of the fund's portfolio
- Aster DM Healthcare Ltd – 6.28% of the fund's portfolio
- Repo – 6.25% of the fund's portfolio
Which are the major sectors Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-idcw focuses on?
- Financial – 200.34% of the fund's portfolio
- Industrials – 199.56% of the fund's portfolio
- Consumer Discretionary – 161.02% of the fund's portfolio
- Materials – 128.59% of the fund's portfolio
- Healthcare – 93.96% of the fund's portfolio
Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.
Please consult your financial advisor for an informed decision.
Past performance may not be indicative of future results.
The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.
Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.
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.





