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

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -8.12%
NAV: ₹29.89 as on Thu Nov 05, 2026
Fund NAV

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

  • ₹35.7 Cr
    AUM
  • ₹29.89
    NAV
  • 1.12%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -8.12% NA 2.82%
6 Months -2.96% NA 12.04%
1 Year -1.18% -1.18% -0.22%
2 Years 1.06% 0.53% 19.10%
3 Years 29.32% 8.95% 18.55%
5 Years 82.42% 12.78% 21.70%
7 Years 269.82% 20.54% NA
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As on Thu Nov 05, 2026

Asset Allocation of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth

equities

95.67%

other assets or cash equivalents

4.33%
Large Cap: 3.89%
Mid Cap: 9.03%
Small Cap: 87.08%
Other: 0.00%
Top Holdings
Aster Dm Healthcare Ltd
7.13%
Aster Dm Healthcare Ltd
7.13%
Aster Dm Healthcare Ltd
7.13%
Aster Dm Healthcare Ltd
7.13%
Mtar Technologies Ltd
7.28%
 
Top Sectors
Healthcare
83.08%
Industrials
49.17%
Consumer Discretionary
6.62%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

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

Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth is one Equity mutual fund offered by Sundaram Mutual Fund. Launched on 24 Mar 2017, 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 ₹35.7 crore as on Wed Sep 30, 2026. The expense ratio stands at 1.12%.
The portfolio allocation consists of 95.67% in equities, 4.33% in other assets or cash equivalents.Managed by Dwijendra Srivastava, it has delivered a return of -1.18% in the last year, a total return since inception of 12.05%.
For those looking to take better financial choices it is useful to also explore best sip in india suited to individual risk appetite.

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  • 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 IV Direct-Growth

  • Standard Deviation
    19.84%
  • Mean
    9.98%
  • Sharpe Ratio
    0.22%
  • Alpha
    -1.21%
  • Beta
    1.10%
  • Sortino Ratio
    0.36%

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

Fund Names Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth
Inception Date 24 Mar 2017
Lock In 1095
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth Fund Returns Comparison

Compare Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth with other mutual funds in the same category

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

Motilal Oswal ELSS Tax Saver Fund Direct-Growth

Motilal Oswal ELSS Tax Saver Fund Direct-IDCW

Compare more funds

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Motilal Oswal ELSS Tax Saver Fund Direct-Growth trend ₹4,890 0.06% -1.47% 6.71% 20.53% 16.25%
Motilal Oswal ELSS Tax Saver Fund Direct-IDCW trend ₹4,890 0.06% -1.47% 6.71% 20.53% 16.25%
Motilal Oswal ELSS Tax Saver Fund Regular-Growth trend ₹4,890 -0.04% -1.75% 5.48% 19.12% 14.87%
Motilal Oswal ELSS Tax Saver Fund Regular-IDCW trend ₹4,890 -0.04% -1.75% 5.48% 19.12% 14.87%
Quant ELSS Tax Saver Fund Direct-Growth trend ₹13,103 3.81% 0.30% 10.29% 15.90% 14.62%
Quant ELSS Tax Saver Fund Direct-IDCW trend ₹13,103 3.81% 0.30% 10.29% 15.90% 14.62%
SBI Long Term Advantage Fund Series V Direct-Growth trend ₹366 2.14% -2.99% 0.82% 20.94% 14.13%
SBI Long Term Advantage Fund Series V Direct-IDCW trend ₹366 2.14% -2.99% 0.82% 20.94% 14.13%
Sundaram Long Term Tax Advantage Fund Series Iii Direct-Growth trend ₹34 -3.01% -8.29% 0.76% 10.20% 14.12%
Sundaram Long Term Tax Advantage Fund Series Iii Direct-IDCW trend ₹34 -3.01% -8.29% 0.76% 10.20% 14.12%
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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 ₹1,212 4.85% -3.12% -0.55% -5.95% 8.90%
Sundaram ELSS Tax Saver Fund Direct increase ₹1,212 4.90% -2.99% -0.28% -5.42% 9.49%
Sundaram ELSS Tax Saver Regular-IDCW Half Yearly increase ₹1,212 4.85% -3.12% -0.55% -5.95% 8.90%
Sundaram ELSS Tax Saver Direct-IDCW Half Yearly increase ₹1,212 4.90% -2.99% -0.28% -5.42% 9.49%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-Growth increase ₹75 -2.64% -7.64% -2.42% -0.60% 8.90%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-Growth increase ₹75 -2.63% -7.59% -2.32% -0.39% 9.11%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-IDCW increase ₹75 -2.64% -7.64% -2.42% -0.60% 8.90%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-IDCW increase ₹75 -2.63% -7.59% -2.32% -0.39% 9.11%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-Growth increase ₹36 -3.12% -8.07% -3.19% -1.17% 9.20%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular-Growth increase ₹36 -3.14% -8.13% -3.31% -1.43% 8.93%
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increase growth is based on 1-month returns of the funds

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

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Top 25% of investors consistently generate more than 12% return
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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Axis ELSS - Tax Saver Direct-Growth trend ₹30,269 ₹112.77 12.34% 6.22% 12.69%
Axis ELSS - Tax Saver Fund-Growth trend ₹30,269 ₹98.92 11.52% 5.42% 11.73%
Axis ELSS - Tax Saver Direct-IDCW trend ₹30,269 ₹52.18 12.34% 6.22% 12.69%
Axis ELSS - Tax Saver Fund-IDCW trend ₹30,269 ₹24.22 11.52% 5.42% 11.73%
SBI ELSS Tax Saver Fund Direct-Growth trend ₹30,027 ₹467.20 14.66% 14.03% 14.58%
SBI ELSS Tax Saver Fund Regular-Growth trend ₹30,027 ₹428.81 13.91% 13.29% 13.84%
SBI ELSS Tax Saver Fund Direct Plan-IDCW trend ₹30,027 ₹115.72 14.66% 14.03% 14.58%
SBI ELSS Tax Saver Fund Regular-IDCW trend ₹30,027 ₹86.94 13.91% 13.29% 13.84%
Mirae Asset ELSS Tax Saver Fund Direct-Growth trend ₹24,625 ₹56.97 13.56% 10.37% 16.66%
Mirae Asset ELSS Tax Saver Fund Regular-Growth trend ₹24,625 ₹49.73 12.47% 9.24% 15.23%
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Top funds are based on Fund AUM

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

Stocks Sector % of Holding Value
Aster Dm Healthcare LtdHealthcare7.13%₹2.66 Cr
Aster Dm Healthcare LtdHealthcare7.13%₹2.66 Cr
Aster Dm Healthcare LtdHealthcare7.13%₹2.66 Cr
Aster Dm Healthcare LtdHealthcare7.13%₹2.66 Cr
Mtar Technologies LtdIndustrials7.28%₹2.63 Cr
Mtar Technologies LtdIndustrials7.29%₹2.60 Cr
Mtar Technologies LtdIndustrials7.29%₹2.60 Cr
Aster Dm Healthcare LtdHealthcare6.89%₹2.56 Cr
Aster Dm Healthcare LtdHealthcare6.89%₹2.56 Cr
Aster Dm Healthcare LtdHealthcare6.89%₹2.56 Cr
Aster Dm Healthcare LtdHealthcare6.89%₹2.56 Cr
Aster Dm Healthcare LtdHealthcare6.89%₹2.56 Cr
Mtar Technologies LtdIndustrials6.83%₹2.55 Cr
Mtar Technologies LtdIndustrials6.83%₹2.55 Cr
Mtar Technologies LtdIndustrials6.83%₹2.55 Cr
Mtar Technologies LtdIndustrials6.83%₹2.55 Cr
Aster Dm Healthcare LtdHealthcare6.83%₹2.47 Cr
Safari Industries (india) LtdConsumer Discretionary6.62%₹2.39 Cr
Aster Dm Healthcare LtdHealthcare6.62%₹2.38 Cr
Aster Dm Healthcare LtdHealthcare6.62%₹2.36 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Motilal Oswal ELSS Tax Saver Fund Direct-Growth increase ₹63.92 20.53% 16.25% -
Motilal Oswal ELSS Tax Saver Fund Direct-IDCW increase ₹39.52 20.53% 16.25% -
Motilal Oswal ELSS Tax Saver Fund Regular-Growth increase ₹54.96 19.12% 14.87% -
Motilal Oswal ELSS Tax Saver Fund Regular-IDCW increase ₹30.33 19.12% 14.87% -
Quant ELSS Tax Saver Fund Direct-Growth increase ₹468.10 15.90% 14.62% -
Quant ELSS Tax Saver Fund Direct-IDCW increase ₹62.40 15.90% 14.62% -
SBI Long Term Advantage Fund Series V Direct-Growth increase ₹33.15 20.94% 14.13% -
SBI Long Term Advantage Fund Series V Direct-IDCW increase ₹33.15 20.94% 14.13% -
Sundaram Long Term Tax Advantage Fund Series Iii Direct-Growth increase ₹30.49 10.20% 14.12% -
Sundaram Long Term Tax Advantage Fund Series Iii Direct-IDCW increase ₹29.03 10.20% 14.12% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

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

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

As of Wed Sep 30, 2026, Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth manages assets worth ₹35.7 crore

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

  • 3 Years CAGR: 8.95%
  • 5 Years CAGR: 12.78%
  • Since Inception: 12.05%

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

Equity: 95.67%, Others: 4.33%.

Who manages Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth?

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

Large Cap: 3.89%, Mid Cap: 9.03%, Small Cap: 87.08%.

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

  • Aster DM Healthcare Ltd – 7.13% of the fund's portfolio
  • Aster DM Healthcare Ltd – 7.13% of the fund's portfolio
  • Aster DM Healthcare Ltd – 7.13% of the fund's portfolio
  • Aster DM Healthcare Ltd – 7.13% of the fund's portfolio
  • MTAR Technologies Ltd – 7.28% of the fund's portfolio

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

  • Healthcare – 83.08% of the fund's portfolio
  • Industrials – 49.17% of the fund's portfolio
  • Consumer Discretionary – 6.62% of the fund's portfolio
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