Fund Overview of Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Regular-idcw
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₹36.4 CrAUM
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₹27.87NAV
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1.44%Expense Ratio
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EquityFund Category
Returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -1.38% | NA | 2.82% |
| 6 Months | 21.75% | NA | 12.04% |
| 1 Year | -3.47% | -3.47% | -0.22% |
| 2 Years | 28.69% | 13.44% | 19.10% |
| 3 Years | 67.39% | 18.73% | 18.55% |
| 5 Years | 287.46% | 31.11% | 21.70% |
| 7 Years | 241.28% | 19.17% | NA |
Asset Allocation
equities
95.37%other assets or cash equivalents
4.63%Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Regular-idcw 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 ₹36.4 crore as on Thu Jul 31, 2025. The expense ratio stands at 1.44%. Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Regular-idcw
The portfolio allocation consists of 95.37% in equities, 4.63% in other assets or cash equivalents. Managed by Dwijendra Srivastava, it has delivered a return of -3.47% in the last year, a total return since inception of 13.31%.
Key Metrics of Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Regular-idcw
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Standard Deviation15.82%
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Sharpe Ratio0.73%
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Alpha3.93%
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Beta0.93%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Canara Robeco Elss Tax Saver Direct- Growth  |
₹8,870 | 1.11% | 4.88% | 4.87% | 16.15% | 19.68% |
| Canara Robeco Elss Tax Saver Regular - Growth |
₹8,870 | 1.00% | 4.57% | 3.68% | 14.79% | 18.23% |
| Taurus Elss Tax Saver Direct-growth |
₹78 | 0.78% | 3.45% | 2.85% | 17.46% | 18.12% |
| Taurus Elss Tax Saver Direct-growth |
₹78 | 0.78% | 3.45% | 2.85% | 17.46% | 18.12% |
| Taurus Elss Tax Saver Direct-growth |
₹78 | 0.78% | 3.45% | 2.85% | 17.46% | 18.12% |
| Taurus Elss Tax Saver Regular-growth |
₹78 | 0.73% | 3.28% | 2.22% | 16.71% | 17.36% |
| Taurus Elss Tax Saver Regular-growth |
₹78 | 0.73% | 3.28% | 2.22% | 16.71% | 17.36% |
| Taurus Elss Tax Saver Regular-growth |
₹78 | 0.73% | 3.28% | 2.22% | 16.71% | 17.36% |
| Aditya Birla Sun Life Elss Tax Saver Direct-growth |
₹15,457 | 0.89% | 4.84% | 7.45% | 15.73% | 14.08% |
| Aditya Birla Sun Life Elss Tax Saver Regular-growth |
₹15,457 | 0.83% | 4.65% | 6.69% | 14.86% | 13.20% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Elss Tax Saver Direct-growth |
₹15,457 | ₹69.28 | 15.73% | 14.08% | 12.53% |
| Aditya Birla Sun Life Elss Tax Saver Regular-growth |
₹15,457 | ₹61.94 | 14.86% | 13.20% | 11.53% |
| Canara Robeco Elss Tax Saver Direct- Growth |
₹8,870 | ₹200.82 | 16.15% | 19.68% | 16.19% |
| Canara Robeco Elss Tax Saver Regular - Growth |
₹8,870 | ₹179.06 | 14.79% | 18.23% | 15.02% |
| Taurus Elss Tax Saver Direct-growth |
₹78 | ₹205.13 | 17.46% | 18.12% | 14.64% |
| Taurus Elss Tax Saver Regular-growth |
₹78 | ₹187.83 | 16.71% | 17.36% | 13.81% |
| Taurus Elss Tax Saver Regular-growth |
₹78 | ₹187.83 | 16.71% | 17.36% | 13.81% |
| Taurus Elss Tax Saver Direct-growth |
₹78 | ₹205.13 | 17.46% | 18.12% | 14.64% |
| Taurus Elss Tax Saver Regular-growth |
₹78 | ₹187.83 | 16.71% | 17.36% | 13.81% |
| Taurus Elss Tax Saver Direct-growth |
₹78 | ₹205.13 | 17.46% | 18.12% | 14.64% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Safari Industries (india) Ltd | Consumer Discretionary | 6.10% | ₹2.15 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 6.10% | ₹2.15 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.03% | ₹2.13 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.03% | ₹2.13 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 5.67% | ₹2.06 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 5.64% | ₹2.05 Cr |
| Repo | Unspecified | 5.06% | ₹1.84 Cr |
| Affle (india) Ltd | Industrials | 4.87% | ₹1.77 Cr |
| Affle (india) Ltd | Industrials | 5.00% | ₹1.76 Cr |
| Affle (india) Ltd | Industrials | 5.00% | ₹1.76 Cr |
| Angel One Ltd | Financial | 4.51% | ₹1.64 Cr |
| Repo | Unspecified | 4.64% | ₹1.63 Cr |
| Repo | Unspecified | 4.64% | ₹1.63 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 4.23% | ₹1.54 Cr |
| Csb Bank Ltd | Financial | 4.21% | ₹1.53 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 4.05% | ₹1.43 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 4.05% | ₹1.43 Cr |
| Greenpanel Industries Ltd | Materials | 3.80% | ₹1.38 Cr |
| Ksb Ltd | Industrials | 3.73% | ₹1.36 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.85% | ₹1.36 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.85% | ₹1.36 Cr |
| Csb Bank Ltd | Financial | 3.84% | ₹1.35 Cr |
| Csb Bank Ltd | Financial | 3.84% | ₹1.35 Cr |
| Angel One Ltd | Financial | 3.82% | ₹1.34 Cr |
| Angel One Ltd | Financial | 3.82% | ₹1.34 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 3.82% | ₹1.34 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 3.82% | ₹1.34 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.68% | ₹1.34 Cr |
| Ksb Ltd | Industrials | 3.77% | ₹1.33 Cr |
| Ksb Ltd | Industrials | 3.77% | ₹1.33 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 3.53% | ₹1.28 Cr |
| Greenpanel Industries Ltd | Materials | 3.61% | ₹1.27 Cr |
| Greenpanel Industries Ltd | Materials | 3.61% | ₹1.27 Cr |
| Jk Cement Ltd | Materials | 3.49% | ₹1.27 Cr |
| Navin Fluorine International Ltd | Materials | 3.37% | ₹1.22 Cr |
| Kei Industries Ltd | Industrials | 3.42% | ₹1.20 Cr |
| Kei Industries Ltd | Industrials | 3.42% | ₹1.20 Cr |
| Kei Industries Ltd | Industrials | 3.13% | ₹1.14 Cr |
| Navin Fluorine International Ltd | Materials | 3.18% | ₹1.12 Cr |
| Navin Fluorine International Ltd | Materials | 3.18% | ₹1.12 Cr |
| Equitas Small Finance Bank Ltd | Financial | 3.05% | ₹1.11 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.06% | ₹1.08 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.06% | ₹1.08 Cr |
| Equitas Small Finance Bank Ltd | Financial | 3.04% | ₹1.07 Cr |
| Equitas Small Finance Bank Ltd | Financial | 3.04% | ₹1.07 Cr |
| Procter & Gamble Health Ltd | Healthcare | 2.77% | ₹1.01 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.85% | ₹1.00 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.85% | ₹1.00 Cr |
| Jk Cement Ltd | Materials | 2.79% | ₹0.98 Cr |
| Jk Cement Ltd | Materials | 2.79% | ₹0.98 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.55% | ₹0.90 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.55% | ₹0.90 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.51% | ₹0.88 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.51% | ₹0.88 Cr |
| Sis Ltd | Industrials | 2.42% | ₹0.88 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.26% | ₹0.82 Cr |
| Can Fin Homes Ltd | Financial | 2.31% | ₹0.81 Cr |
| Can Fin Homes Ltd | Financial | 2.31% | ₹0.81 Cr |
| Can Fin Homes Ltd | Financial | 2.20% | ₹0.80 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.19% | ₹0.80 Cr |
| Sis Ltd | Industrials | 2.26% | ₹0.79 Cr |
| Sis Ltd | Industrials | 2.26% | ₹0.79 Cr |
| Esab India Ltd | Industrials | 2.12% | ₹0.77 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.09% | ₹0.76 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.15% | ₹0.76 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.15% | ₹0.76 Cr |
| Birlasoft Ltd | Technology | 1.96% | ₹0.71 Cr |
| Esab India Ltd | Industrials | 2.02% | ₹0.71 Cr |
| Esab India Ltd | Industrials | 2.02% | ₹0.71 Cr |
| Grindwell Norton Ltd | Materials | 2.01% | ₹0.71 Cr |
| Grindwell Norton Ltd | Materials | 2.01% | ₹0.71 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.91% | ₹0.69 Cr |
| Grindwell Norton Ltd | Materials | 1.89% | ₹0.69 Cr |
| Rategain Travel Technologies Ltd | Technology | 1.88% | ₹0.68 Cr |
| Rhi Magnesita India Ltd | Materials | 1.88% | ₹0.68 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.83% | ₹0.67 Cr |
| Pvr Ltd | Consumer Discretionary | 1.83% | ₹0.65 Cr |
| Pvr Ltd | Consumer Discretionary | 1.83% | ₹0.65 Cr |
| Birlasoft Ltd | Technology | 1.83% | ₹0.64 Cr |
| Birlasoft Ltd | Technology | 1.83% | ₹0.64 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.79% | ₹0.63 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.79% | ₹0.63 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.75% | ₹0.62 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.75% | ₹0.62 Cr |
| Pvr Ltd | Consumer Discretionary | 1.65% | ₹0.60 Cr |
| Rhi Magnesita India Ltd | Materials | 1.71% | ₹0.60 Cr |
| Rhi Magnesita India Ltd | Materials | 1.71% | ₹0.60 Cr |
| Natco Pharma Ltd | Healthcare | 1.60% | ₹0.58 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.58% | ₹0.58 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.43% | ₹0.52 Cr |
| R Systems International Ltd | Technology | 1.41% | ₹0.51 Cr |
| R Systems International Ltd | Technology | 1.39% | ₹0.49 Cr |
| R Systems International Ltd | Technology | 1.39% | ₹0.49 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.39% | ₹0.49 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.39% | ₹0.49 Cr |
| Natco Pharma Ltd | Healthcare | 1.38% | ₹0.49 Cr |
| Natco Pharma Ltd | Healthcare | 1.38% | ₹0.49 Cr |
| Tata Steel Ltd | Materials | 1.23% | ₹0.43 Cr |
| Tata Steel Ltd | Materials | 1.23% | ₹0.43 Cr |
| Tata Steel Ltd | Materials | 1.11% | ₹0.41 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.11% | ₹0.39 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.11% | ₹0.39 Cr |
| Century Plyboards (india) Ltd | Materials | 0.80% | ₹0.28 Cr |
| Century Plyboards (india) Ltd | Materials | 0.80% | ₹0.28 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.75% | ₹0.27 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.74% | ₹0.26 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.74% | ₹0.26 Cr |
| Century Plyboards (india) Ltd | Materials | 0.69% | ₹0.25 Cr |
| Mm Forgings Ltd | Materials | 0.41% | ₹0.15 Cr |
| Mm Forgings Ltd | Materials | 0.38% | ₹0.13 Cr |
| Mm Forgings Ltd | Materials | 0.38% | ₹0.13 Cr |
| Cash/net Current Assets | Unspecified | 0.01% | ₹0.00 Cr |
| Net Payables | Unspecified | -0.01% | ₹0.00 Cr |
| Net Payables | Unspecified | -0.01% | ₹0.00 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Canara Robeco Elss Tax Saver Direct- Growth |
₹200.82 | 16.15% | 19.68% | - |
| Canara Robeco Elss Tax Saver Regular - Growth |
₹179.06 | 14.79% | 18.23% | - |
| Taurus Elss Tax Saver Direct-growth |
₹205.13 | 17.46% | 18.12% | - |
| Taurus Elss Tax Saver Direct-growth |
₹205.13 | 17.46% | 18.12% | - |
| Taurus Elss Tax Saver Direct-growth |
₹205.13 | 17.46% | 18.12% | - |
| Taurus Elss Tax Saver Regular-growth |
₹187.83 | 16.71% | 17.36% | 191.32 |
| Taurus Elss Tax Saver Regular-growth |
₹187.83 | 16.71% | 17.36% | 191.32 |
| Taurus Elss Tax Saver Regular-growth |
₹187.83 | 16.71% | 17.36% | 191.32 |
| Aditya Birla Sun Life Elss Tax Saver Direct-growth |
₹69.28 | 15.73% | 14.08% | - |
| Aditya Birla Sun Life Elss Tax Saver Regular-growth |
₹61.94 | 14.86% | 13.20% | - |
growth is based on 5Y returns of the funds
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Regular-idcw
What is the current AUM of Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Regular-idcw?
As of Thu Jul 31, 2025, Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Regular-idcw manages assets worth ₹36.4 crore
How has Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Regular-idcw performed recently?
- 3 Months: -1.38%
- 6 Months: 21.75%
What is the long-term performance of Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Regular-idcw?
- 3 Years CAGR: 18.73%
- 5 Years CAGR: 31.11%
- Since Inception: 13.31%
What is the portfolio composition of Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Regular-idcw?
Equity: 95.37%, Others: 4.63%.
Who manages Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Regular-idcw?
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv 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 Iv Regular-idcw?
Large Cap: 1.19%, Mid Cap: 12.58%, Small Cap: 86.24%.
Which are the top companies Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Regular-idcw has invested in?
- Safari Industries (India) Ltd – 6.10% of the fund's portfolio
- Safari Industries (India) Ltd – 6.10% of the fund's portfolio
- Aster DM Healthcare Ltd – 6.03% of the fund's portfolio
- Aster DM Healthcare Ltd – 6.03% of the fund's portfolio
- Safari Industries (India) Ltd – 5.67% of the fund's portfolio
Which are the major sectors Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Regular-idcw focuses on?
- Financial – 68.90% of the fund's portfolio
- Industrials – 60.76% of the fund's portfolio
- Consumer Discretionary – 54.20% of the fund's portfolio
- Materials – 48.05% of the fund's portfolio
- Healthcare – 30.95% of the fund's portfolio
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^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.
