Fund Overview of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-idcw
-
₹25.9 CrAUM
-
₹28.46NAV
-
1.17%Expense Ratio
-
EquityFund Category
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.
Returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 8.59% | NA | 2.82% |
| 6 Months | 5.53% | NA | 12.04% |
| 1 Year | 20.72% | 20.72% | -0.22% |
| 2 Years | 22.85% | 10.84% | 19.10% |
| 3 Years | 72.77% | 19.99% | 18.55% |
| 5 Years | 166.91% | 21.70% | 21.70% |
| 7 Years | 256.40% | 19.91% | NA |
Asset Allocation
equities
94.71%other assets or cash equivalents
5.29%Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-idcw is one Equity mutual fund offered by Sundaram Mutual Fund. Launched on 05 Jul 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 ₹25.9 crore as on Tue Mar 31, 2026. The expense ratio stands at 1.17%. Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-idcw
The portfolio allocation consists of 94.71% in equities, 5.29% in other assets or cash equivalents.Managed by Dwijendra Srivastava, it has delivered a return of 20.72% in the last year, a total return since inception of 13.23%.
Long-term investors commonly review different best sip in order to create sustainable financial stability.
Key Metrics of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-idcw
-
Standard Deviation15.83%
-
Sharpe Ratio0.71%
-
Alpha3.57%
-
Beta0.94%
Fund Details
|
|
Top Performing Mutual Funds
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 |
|---|---|---|---|---|---|
| Axis Elss Tax Saver Fund-growth |
₹29,076 | ₹94.32 | 13.06% | 8.92% | 12.35% |
| Axis Elss Tax Saver Direct Plan-growth |
₹29,076 | ₹107.15 | 13.90% | 9.76% | 13.34% |
| Axis Elss Tax Saver Direct Plan-idcw |
₹29,076 | ₹49.58 | 13.90% | 9.76% | 13.34% |
| Axis Elss Tax Saver Fund-idcw |
₹29,076 | ₹23.09 | 13.06% | 8.92% | 12.35% |
| SBI Elss Tax Saver Fund Direct-growth |
₹28,441 | ₹471.03 | 21.95% | 19.31% | 15.88% |
| SBI Elss Tax Saver Fund Regular-growth |
₹28,441 | ₹433.64 | 21.14% | 18.53% | 15.13% |
| SBI Elss Tax Saver Fund Direct Plan-idcw |
₹28,441 | ₹116.67 | 21.95% | 19.31% | 15.88% |
| SBI Elss Tax Saver Fund Regular-idcw |
₹28,441 | ₹87.92 | 21.14% | 18.53% | 15.13% |
| Mirae Asset Elss Tax Saver Fund Direct-growth |
₹22,940 | ₹55.88 | 17.16% | 14.77% | 18.84% |
| Mirae Asset Elss Tax Saver Fund Regular-growth |
₹22,940 | ₹49.02 | 16.02% | 13.55% | 17.36% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Aster Dm Healthcare Ltd | Healthcare | 6.24% | ₹1.95 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.24% | ₹1.95 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 7.44% | ₹1.92 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.22% | ₹1.91 Cr |
| Repo | Unspecified | 6.13% | ₹1.88 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.55% | ₹1.88 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 5.97% | ₹1.80 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 5.97% | ₹1.80 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 5.82% | ₹1.77 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 5.61% | ₹1.74 Cr |
| Affle (india) Ltd | Industrials | 5.56% | ₹1.72 Cr |
| Affle (india) Ltd | Industrials | 5.68% | ₹1.71 Cr |
| Affle (india) Ltd | Industrials | 5.68% | ₹1.71 Cr |
| Affle (india) Ltd | Industrials | 5.44% | ₹1.70 Cr |
| Affle (india) Ltd | Industrials | 5.44% | ₹1.70 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 5.27% | ₹1.62 Cr |
| Repo | Unspecified | 5.22% | ₹1.62 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 5.45% | ₹1.58 Cr |
| Affle (india) Ltd | Industrials | 5.20% | ₹1.58 Cr |
| Repo | Unspecified | 5.08% | ₹1.54 Cr |
| Repo | Unspecified | 4.78% | ₹1.49 Cr |
| Repo | Unspecified | 4.78% | ₹1.49 Cr |
| Affle (india) Ltd | Industrials | 4.76% | ₹1.46 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 4.83% | ₹1.46 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 4.83% | ₹1.46 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 4.76% | ₹1.45 Cr |
| Csb Bank Ltd | Financial | 4.69% | ₹1.43 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 4.56% | ₹1.42 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 4.56% | ₹1.42 Cr |
| Repo | Unspecified | 4.67% | ₹1.41 Cr |
| Repo | Unspecified | 4.67% | ₹1.41 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.82% | ₹1.40 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 4.51% | ₹1.40 Cr |
| Repo | Unspecified | 5.33% | ₹1.38 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 4.40% | ₹1.36 Cr |
| Affle (india) Ltd | Industrials | 4.68% | ₹1.36 Cr |
| Csb Bank Ltd | Financial | 4.68% | ₹1.36 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 4.65% | ₹1.35 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.28% | ₹1.31 Cr |
| Csb Bank Ltd | Financial | 4.21% | ₹1.30 Cr |
| Ksb Ltd | Industrials | 4.15% | ₹1.29 Cr |
| Csb Bank Ltd | Financial | 4.12% | ₹1.28 Cr |
| Csb Bank Ltd | Financial | 4.12% | ₹1.28 Cr |
| Repo | Unspecified | 4.40% | ₹1.28 Cr |
| Csb Bank Ltd | Financial | 4.17% | ₹1.28 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.21% | ₹1.28 Cr |
| Affle (india) Ltd | Industrials | 4.93% | ₹1.27 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 4.19% | ₹1.26 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 4.19% | ₹1.26 Cr |
| Ksb Ltd | Industrials | 4.18% | ₹1.26 Cr |
| Ksb Ltd | Industrials | 4.18% | ₹1.26 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.01% | ₹1.25 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.01% | ₹1.25 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.34% | ₹1.25 Cr |
| Csb Bank Ltd | Financial | 4.30% | ₹1.23 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 3.95% | ₹1.23 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 3.95% | ₹1.23 Cr |
| Ksb Ltd | Industrials | 4.73% | ₹1.22 Cr |
| Ksb Ltd | Industrials | 3.89% | ₹1.21 Cr |
| Ksb Ltd | Industrials | 3.89% | ₹1.21 Cr |
| Affle (india) Ltd | Industrials | 4.22% | ₹1.21 Cr |
| Angel One Ltd | Financial | 3.91% | ₹1.20 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 4.17% | ₹1.20 Cr |
| Ksb Ltd | Industrials | 4.12% | ₹1.18 Cr |
| Ksb Ltd | Industrials | 3.84% | ₹1.18 Cr |
| Greenpanel Industries Ltd | Materials | 3.75% | ₹1.16 Cr |
| Ksb Ltd | Industrials | 3.81% | ₹1.16 Cr |
| Repo | Unspecified | 4.02% | ₹1.15 Cr |
| Angel One Ltd | Financial | 3.72% | ₹1.15 Cr |
| Csb Bank Ltd | Financial | 3.83% | ₹1.15 Cr |
| Csb Bank Ltd | Financial | 3.83% | ₹1.15 Cr |
| Angel One Ltd | Financial | 3.88% | ₹1.13 Cr |
| Greenpanel Industries Ltd | Materials | 3.61% | ₹1.13 Cr |
| Greenpanel Industries Ltd | Materials | 3.61% | ₹1.13 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.73% | ₹1.12 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.73% | ₹1.12 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 3.71% | ₹1.12 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 3.71% | ₹1.12 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.58% | ₹1.11 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 3.64% | ₹1.11 Cr |
| Angel One Ltd | Financial | 3.55% | ₹1.11 Cr |
| Angel One Ltd | Financial | 3.55% | ₹1.11 Cr |
| Ksb Ltd | Industrials | 3.74% | ₹1.09 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.19% | ₹1.08 Cr |
| Mtar Technologies Ltd | Industrials | 3.78% | ₹1.08 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 3.49% | ₹1.07 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 3.45% | ₹1.07 Cr |
| Greenpanel Industries Ltd | Materials | 3.54% | ₹1.07 Cr |
| Greenpanel Industries Ltd | Materials | 3.54% | ₹1.07 Cr |
| Csb Bank Ltd | Financial | 4.09% | ₹1.06 Cr |
| Angel One Ltd | Financial | 3.42% | ₹1.04 Cr |
| Angel One Ltd | Financial | 3.61% | ₹1.03 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.30% | ₹1.03 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.30% | ₹1.03 Cr |
| Angel One Ltd | Financial | 3.90% | ₹1.01 Cr |
| Can Fin Homes Ltd | Financial | 3.42% | ₹1.00 Cr |
| Equitas Small Finance Bank Ltd | Financial | 3.41% | ₹0.99 Cr |
| Can Fin Homes Ltd | Financial | 3.26% | ₹0.99 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.29% | ₹0.99 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.29% | ₹0.99 Cr |
| Mtar Technologies Ltd | Industrials | 3.81% | ₹0.99 Cr |
| Greenpanel Industries Ltd | Materials | 3.21% | ₹0.98 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.11% | ₹0.97 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.11% | ₹0.97 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 3.68% | ₹0.95 Cr |
| Kei Industries Ltd | Industrials | 3.15% | ₹0.95 Cr |
| Kei Industries Ltd | Industrials | 3.15% | ₹0.95 Cr |
| Kei Industries Ltd | Industrials | 3.11% | ₹0.95 Cr |
| Angel One Ltd | Financial | 3.14% | ₹0.95 Cr |
| Angel One Ltd | Financial | 3.14% | ₹0.95 Cr |
| Can Fin Homes Ltd | Financial | 3.07% | ₹0.94 Cr |
| Rategain Travel Technologies Ltd | Technology | 3.05% | ₹0.94 Cr |
| Procter & Gamble Health Ltd | Healthcare | 2.99% | ₹0.93 Cr |
| Can Fin Homes Ltd | Financial | 2.97% | ₹0.93 Cr |
| Can Fin Homes Ltd | Financial | 2.97% | ₹0.93 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.93% | ₹0.91 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.93% | ₹0.91 Cr |
| Rategain Travel Technologies Ltd | Technology | 3.00% | ₹0.91 Cr |
| Equitas Small Finance Bank Ltd | Financial | 3.18% | ₹0.91 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.96% | ₹0.91 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 3.17% | ₹0.91 Cr |
| Greenpanel Industries Ltd | Materials | 2.98% | ₹0.91 Cr |
| Greenpanel Industries Ltd | Materials | 3.11% | ₹0.91 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 3.11% | ₹0.90 Cr |
| Procter & Gamble Health Ltd | Healthcare | 2.93% | ₹0.90 Cr |
| Can Fin Homes Ltd | Financial | 3.14% | ₹0.90 Cr |
| Kei Industries Ltd | Industrials | 2.90% | ₹0.90 Cr |
| Procter & Gamble Health Ltd | Healthcare | 2.95% | ₹0.90 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.93% | ₹0.89 Cr |
| Kei Industries Ltd | Industrials | 2.86% | ₹0.88 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 3.06% | ₹0.88 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.81% | ₹0.86 Cr |
| Kei Industries Ltd | Industrials | 2.74% | ₹0.86 Cr |
| Kei Industries Ltd | Industrials | 2.74% | ₹0.86 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.82% | ₹0.85 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.82% | ₹0.85 Cr |
| Can Fin Homes Ltd | Financial | 3.27% | ₹0.85 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.70% | ₹0.84 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.70% | ₹0.84 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.71% | ₹0.84 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 3.24% | ₹0.84 Cr |
| Jk Cement Ltd | Materials | 2.70% | ₹0.84 Cr |
| Procter & Gamble Health Ltd | Healthcare | 2.87% | ₹0.83 Cr |
| Mtar Technologies Ltd | Industrials | 2.87% | ₹0.83 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.72% | ₹0.83 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 2.81% | ₹0.82 Cr |
| Can Fin Homes Ltd | Financial | 2.70% | ₹0.81 Cr |
| Can Fin Homes Ltd | Financial | 2.70% | ₹0.81 Cr |
| Greenpanel Industries Ltd | Materials | 2.83% | ₹0.81 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.69% | ₹0.81 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.69% | ₹0.81 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.59% | ₹0.81 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.59% | ₹0.81 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.77% | ₹0.81 Cr |
| Can Fin Homes Ltd | Financial | 2.59% | ₹0.80 Cr |
| Jk Cement Ltd | Materials | 2.62% | ₹0.79 Cr |
| Jk Cement Ltd | Materials | 2.62% | ₹0.79 Cr |
| Jk Cement Ltd | Materials | 2.50% | ₹0.78 Cr |
| Jk Cement Ltd | Materials | 2.50% | ₹0.78 Cr |
| Procter & Gamble Health Ltd | Healthcare | 2.69% | ₹0.77 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.54% | ₹0.77 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.54% | ₹0.77 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.44% | ₹0.76 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.44% | ₹0.76 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.52% | ₹0.76 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.52% | ₹0.76 Cr |
| Procter & Gamble Health Ltd | Healthcare | 2.92% | ₹0.75 Cr |
| Sis Ltd | Industrials | 2.44% | ₹0.75 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.61% | ₹0.75 Cr |
| Esab India Ltd | Industrials | 2.45% | ₹0.74 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.83% | ₹0.73 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.39% | ₹0.73 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.36% | ₹0.73 Cr |
| Jk Cement Ltd | Materials | 2.35% | ₹0.72 Cr |
| Mtar Technologies Ltd | Industrials | 2.35% | ₹0.72 Cr |
| Jk Cement Ltd | Materials | 2.47% | ₹0.71 Cr |
| Pvr Ltd | Consumer Discretionary | 2.27% | ₹0.71 Cr |
| Pvr Ltd | Consumer Discretionary | 2.27% | ₹0.71 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.43% | ₹0.70 Cr |
| Jk Cement Ltd | Materials | 2.28% | ₹0.69 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.24% | ₹0.69 Cr |
| Jk Cement Ltd | Materials | 2.38% | ₹0.69 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.24% | ₹0.69 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.38% | ₹0.69 Cr |
| Esab India Ltd | Industrials | 2.25% | ₹0.69 Cr |
| Mtar Technologies Ltd | Industrials | 2.26% | ₹0.69 Cr |
| Sis Ltd | Industrials | 2.26% | ₹0.68 Cr |
| Sis Ltd | Industrials | 2.26% | ₹0.68 Cr |
| Esab India Ltd | Industrials | 2.34% | ₹0.68 Cr |
| Greenpanel Industries Ltd | Materials | 2.62% | ₹0.68 Cr |
| Esab India Ltd | Industrials | 2.35% | ₹0.67 Cr |
| Birlasoft Ltd | Technology | 2.20% | ₹0.67 Cr |
| Zomato Ltd | Technology | 2.31% | ₹0.66 Cr |
| Sis Ltd | Industrials | 2.26% | ₹0.66 Cr |
| Esab India Ltd | Industrials | 2.10% | ₹0.65 Cr |
| Sis Ltd | Industrials | 2.14% | ₹0.65 Cr |
| Sis Ltd | Industrials | 2.09% | ₹0.65 Cr |
| Sis Ltd | Industrials | 2.09% | ₹0.65 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 2.50% | ₹0.65 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 2.10% | ₹0.65 Cr |
| Birlasoft Ltd | Technology | 2.22% | ₹0.65 Cr |
| Sis Ltd | Industrials | 2.09% | ₹0.64 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.47% | ₹0.64 Cr |
| Jk Cement Ltd | Materials | 2.47% | ₹0.64 Cr |
| Pvr Ltd | Consumer Discretionary | 2.09% | ₹0.63 Cr |
| Pvr Ltd | Consumer Discretionary | 2.09% | ₹0.63 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.02% | ₹0.63 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.02% | ₹0.63 Cr |
| Pvr Ltd | Consumer Discretionary | 2.04% | ₹0.63 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.00% | ₹0.62 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.06% | ₹0.62 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.06% | ₹0.62 Cr |
| Zomato Ltd | Technology | 2.38% | ₹0.62 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 1.98% | ₹0.61 Cr |
| Esab India Ltd | Industrials | 2.34% | ₹0.61 Cr |
| Birlasoft Ltd | Technology | 1.95% | ₹0.60 Cr |
| Navin Fluorine International Ltd | Materials | 1.93% | ₹0.60 Cr |
| Navin Fluorine International Ltd | Materials | 1.93% | ₹0.60 Cr |
| Esab India Ltd | Industrials | 2.00% | ₹0.60 Cr |
| Esab India Ltd | Industrials | 2.00% | ₹0.60 Cr |
| Birlasoft Ltd | Technology | 2.10% | ₹0.60 Cr |
| Esab India Ltd | Industrials | 1.92% | ₹0.60 Cr |
| Esab India Ltd | Industrials | 1.92% | ₹0.60 Cr |
| Laurus Labs Ltd | Healthcare | 1.92% | ₹0.60 Cr |
| Laurus Labs Ltd | Healthcare | 1.92% | ₹0.60 Cr |
| Pvr Ltd | Consumer Discretionary | 2.09% | ₹0.60 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 1.96% | ₹0.60 Cr |
| Sis Ltd | Industrials | 2.08% | ₹0.60 Cr |
| Pvr Ltd | Consumer Discretionary | 1.96% | ₹0.59 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.90% | ₹0.59 Cr |
| Birlasoft Ltd | Technology | 1.91% | ₹0.59 Cr |
| Pvr Ltd | Consumer Discretionary | 1.89% | ₹0.59 Cr |
| Rhi Magnesita India Ltd | Materials | 1.88% | ₹0.58 Cr |
| Kei Industries Ltd | Industrials | 2.00% | ₹0.58 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.86% | ₹0.58 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.86% | ₹0.58 Cr |
| Rategain Travel Technologies Ltd | Technology | 1.87% | ₹0.58 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.23% | ₹0.58 Cr |
| Birlasoft Ltd | Technology | 1.84% | ₹0.57 Cr |
| Birlasoft Ltd | Technology | 1.84% | ₹0.57 Cr |
| Pvr Ltd | Consumer Discretionary | 1.96% | ₹0.57 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.82% | ₹0.56 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.85% | ₹0.56 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.85% | ₹0.56 Cr |
| Rhi Magnesita India Ltd | Materials | 1.78% | ₹0.55 Cr |
| Rhi Magnesita India Ltd | Materials | 1.78% | ₹0.55 Cr |
| Laurus Labs Ltd | Healthcare | 1.77% | ₹0.55 Cr |
| Sis Ltd | Industrials | 2.12% | ₹0.55 Cr |
| Birlasoft Ltd | Technology | 1.81% | ₹0.54 Cr |
| Birlasoft Ltd | Technology | 1.81% | ₹0.54 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 1.87% | ₹0.54 Cr |
| Rhi Magnesita India Ltd | Materials | 1.76% | ₹0.54 Cr |
| Pvr Ltd | Consumer Discretionary | 2.08% | ₹0.54 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 1.87% | ₹0.54 Cr |
| Navin Fluorine International Ltd | Materials | 1.73% | ₹0.54 Cr |
| Rhi Magnesita India Ltd | Materials | 1.76% | ₹0.53 Cr |
| Laurus Labs Ltd | Healthcare | 1.75% | ₹0.53 Cr |
| Laurus Labs Ltd | Healthcare | 1.75% | ₹0.53 Cr |
| Rhi Magnesita India Ltd | Materials | 1.78% | ₹0.52 Cr |
| Pnb Housing Finance Ltd | Financial | 1.67% | ₹0.52 Cr |
| Birlasoft Ltd | Technology | 1.98% | ₹0.51 Cr |
| Rhi Magnesita India Ltd | Materials | 1.70% | ₹0.51 Cr |
| Rhi Magnesita India Ltd | Materials | 1.70% | ₹0.51 Cr |
| Grindwell Norton Ltd | Materials | 1.64% | ₹0.51 Cr |
| Grindwell Norton Ltd | Materials | 1.64% | ₹0.51 Cr |
| Natco Pharma Ltd | Healthcare | 1.77% | ₹0.51 Cr |
| Rhi Magnesita India Ltd | Materials | 1.76% | ₹0.51 Cr |
| Grindwell Norton Ltd | Materials | 1.75% | ₹0.50 Cr |
| Natco Pharma Ltd | Healthcare | 1.94% | ₹0.50 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.66% | ₹0.50 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.66% | ₹0.50 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.63% | ₹0.50 Cr |
| Pnb Housing Finance Ltd | Financial | 1.64% | ₹0.50 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.63% | ₹0.49 Cr |
| Natco Pharma Ltd | Healthcare | 1.58% | ₹0.49 Cr |
| Navin Fluorine International Ltd | Materials | 1.63% | ₹0.49 Cr |
| Navin Fluorine International Ltd | Materials | 1.63% | ₹0.49 Cr |
| Pnb Housing Finance Ltd | Financial | 1.56% | ₹0.49 Cr |
| Pnb Housing Finance Ltd | Financial | 1.56% | ₹0.49 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.56% | ₹0.48 Cr |
| Grindwell Norton Ltd | Materials | 1.59% | ₹0.48 Cr |
| Grindwell Norton Ltd | Materials | 1.59% | ₹0.48 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.54% | ₹0.48 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.54% | ₹0.48 Cr |
| Pnb Housing Finance Ltd | Financial | 1.54% | ₹0.47 Cr |
| Grindwell Norton Ltd | Materials | 1.56% | ₹0.47 Cr |
| Grindwell Norton Ltd | Materials | 1.53% | ₹0.47 Cr |
| Grindwell Norton Ltd | Materials | 1.61% | ₹0.47 Cr |
| Grindwell Norton Ltd | Materials | 1.51% | ₹0.47 Cr |
| Natco Pharma Ltd | Healthcare | 1.53% | ₹0.46 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.49% | ₹0.46 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.49% | ₹0.45 Cr |
| Pnb Housing Finance Ltd | Financial | 1.50% | ₹0.45 Cr |
| Pnb Housing Finance Ltd | Financial | 1.50% | ₹0.45 Cr |
| Natco Pharma Ltd | Healthcare | 1.47% | ₹0.45 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 1.74% | ₹0.45 Cr |
| R Systems International Ltd | Technology | 1.44% | ₹0.45 Cr |
| R Systems International Ltd | Technology | 1.44% | ₹0.45 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.44% | ₹0.45 Cr |
| R Systems International Ltd | Technology | 1.41% | ₹0.44 Cr |
| Zomato Ltd | Technology | 1.50% | ₹0.44 Cr |
| Pnb Housing Finance Ltd | Financial | 1.50% | ₹0.43 Cr |
| Pnb Housing Finance Ltd | Financial | 1.48% | ₹0.43 Cr |
| Natco Pharma Ltd | Healthcare | 1.48% | ₹0.43 Cr |
| R Systems International Ltd | Technology | 1.39% | ₹0.42 Cr |
| Landmark Cars Ltd | Consumer Discretionary | 1.48% | ₹0.42 Cr |
| Natco Pharma Ltd | Healthcare | 1.35% | ₹0.42 Cr |
| Natco Pharma Ltd | Healthcare | 1.35% | ₹0.42 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.40% | ₹0.42 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.40% | ₹0.42 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.45% | ₹0.42 Cr |
| R Systems International Ltd | Technology | 1.39% | ₹0.42 Cr |
| R Systems International Ltd | Technology | 1.39% | ₹0.42 Cr |
| R Systems International Ltd | Technology | 1.36% | ₹0.42 Cr |
| Grindwell Norton Ltd | Materials | 1.58% | ₹0.41 Cr |
| Natco Pharma Ltd | Healthcare | 1.36% | ₹0.41 Cr |
| Natco Pharma Ltd | Healthcare | 1.36% | ₹0.41 Cr |
| Neogen Chemicals Ltd | Materials | 1.43% | ₹0.41 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.30% | ₹0.40 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.30% | ₹0.40 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.40% | ₹0.40 Cr |
| Landmark Cars Ltd | Consumer Discretionary | 1.38% | ₹0.40 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.37% | ₹0.40 Cr |
| R Systems International Ltd | Technology | 1.37% | ₹0.40 Cr |
| Pnb Housing Finance Ltd | Financial | 1.53% | ₹0.40 Cr |
| Rhi Magnesita India Ltd | Materials | 1.52% | ₹0.39 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.51% | ₹0.39 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.35% | ₹0.39 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 1.34% | ₹0.38 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.32% | ₹0.38 Cr |
| Landmark Cars Ltd | Consumer Discretionary | 1.44% | ₹0.37 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.20% | ₹0.37 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.41% | ₹0.36 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.19% | ₹0.36 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.23% | ₹0.36 Cr |
| Cash/net Current Assets | Unspecified | 1.25% | ₹0.36 Cr |
| Tata Steel Ltd | Materials | 1.14% | ₹0.36 Cr |
| Tata Steel Ltd | Materials | 1.14% | ₹0.36 Cr |
| Tata Steel Ltd | Materials | 1.16% | ₹0.35 Cr |
| Navin Fluorine International Ltd | Materials | 1.17% | ₹0.34 Cr |
| Neogen Chemicals Ltd | Materials | 1.17% | ₹0.34 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.09% | ₹0.34 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.09% | ₹0.34 Cr |
| Neogen Chemicals Ltd | Materials | 1.09% | ₹0.33 Cr |
| Navin Fluorine International Ltd | Materials | 1.09% | ₹0.33 Cr |
| Tata Steel Ltd | Materials | 1.09% | ₹0.33 Cr |
| Tata Steel Ltd | Materials | 1.09% | ₹0.33 Cr |
| Tata Steel Ltd | Materials | 1.07% | ₹0.33 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.08% | ₹0.33 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.08% | ₹0.33 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.26% | ₹0.33 Cr |
| Navin Fluorine International Ltd | Materials | 1.04% | ₹0.32 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 1.22% | ₹0.32 Cr |
| Neogen Chemicals Ltd | Materials | 1.20% | ₹0.31 Cr |
| Eid-parry (india) Ltd | Materials | 1.01% | ₹0.31 Cr |
| Tata Steel Ltd | Materials | 1.00% | ₹0.31 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 1.01% | ₹0.31 Cr |
| Eid-parry (india) Ltd | Materials | 1.00% | ₹0.31 Cr |
| Venus Pipes & Tubes Ltd | Industrials | 1.00% | ₹0.30 Cr |
| R Systems International Ltd | Technology | 1.06% | ₹0.30 Cr |
| Landmark Cars Ltd | Consumer Discretionary | 0.99% | ₹0.30 Cr |
| Aavas Financiers Ltd | Financial | 1.03% | ₹0.29 Cr |
| Zomato Ltd | Technology | 0.97% | ₹0.29 Cr |
| Venus Pipes & Tubes Ltd | Industrials | 1.01% | ₹0.29 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 0.95% | ₹0.28 Cr |
| Eid-parry (india) Ltd | Materials | 0.95% | ₹0.28 Cr |
| Venus Pipes & Tubes Ltd | Industrials | 0.92% | ₹0.27 Cr |
| Eid-parry (india) Ltd | Materials | 0.90% | ₹0.26 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 0.83% | ₹0.25 Cr |
| Century Plyboards (india) Ltd | Materials | 0.82% | ₹0.25 Cr |
| Aavas Financiers Ltd | Financial | 0.95% | ₹0.25 Cr |
| R Systems International Ltd | Technology | 0.95% | ₹0.24 Cr |
| Century Plyboards (india) Ltd | Materials | 0.81% | ₹0.24 Cr |
| Century Plyboards (india) Ltd | Materials | 0.81% | ₹0.24 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.78% | ₹0.24 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.78% | ₹0.24 Cr |
| Century Plyboards (india) Ltd | Materials | 0.83% | ₹0.24 Cr |
| Century Plyboards (india) Ltd | Materials | 0.78% | ₹0.24 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 0.91% | ₹0.24 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 0.78% | ₹0.24 Cr |
| Venus Pipes & Tubes Ltd | Industrials | 0.90% | ₹0.23 Cr |
| Eid-parry (india) Ltd | Materials | 0.89% | ₹0.23 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.74% | ₹0.23 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.74% | ₹0.23 Cr |
| Century Plyboards (india) Ltd | Materials | 0.73% | ₹0.23 Cr |
| Century Plyboards (india) Ltd | Materials | 0.73% | ₹0.23 Cr |
| Century Plyboards (india) Ltd | Materials | 0.77% | ₹0.22 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.73% | ₹0.22 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.73% | ₹0.22 Cr |
| Century Plyboards (india) Ltd | Materials | 0.71% | ₹0.22 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 0.75% | ₹0.21 Cr |
| Century Plyboards (india) Ltd | Materials | 0.81% | ₹0.21 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.68% | ₹0.21 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.67% | ₹0.20 Cr |
| Laurus Labs Ltd | Healthcare | 0.63% | ₹0.19 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.67% | ₹0.19 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 0.65% | ₹0.19 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.73% | ₹0.19 Cr |
| Mm Forgings Ltd | Materials | 0.47% | ₹0.15 Cr |
| Mm Forgings Ltd | Materials | 0.45% | ₹0.14 Cr |
| Mm Forgings Ltd | Materials | 0.43% | ₹0.13 Cr |
| Mm Forgings Ltd | Materials | 0.43% | ₹0.13 Cr |
| Mm Forgings Ltd | Materials | 0.42% | ₹0.13 Cr |
| Mm Forgings Ltd | Materials | 0.42% | ₹0.13 Cr |
| Venus Pipes & Tubes Ltd | Industrials | 0.30% | ₹0.09 Cr |
| Cash/net Current Assets | Unspecified | 0.03% | ₹0.01 Cr |
| Cash/net Current Assets | Unspecified | 0.00% | ₹0.00 Cr |
| Cash/net Current Assets | Unspecified | 0.00% | ₹0.00 Cr |
| Net Payables | Unspecified | -0.02% | ₹0.00 Cr |
| Net Payables | Unspecified | -0.02% | ₹0.00 Cr |
| Net Payables | Unspecified | -0.03% | ₹-0.01 Cr |
| Net Payables | Unspecified | -0.04% | ₹-0.01 Cr |
| Net Payables | Unspecified | -1.22% | ₹-0.37 Cr |
| Net Payables | Unspecified | -1.99% | ₹-0.61 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Sundaram Long Term Tax Advantage Fund Series Iv Direct-growth |
₹36.43 | 20.70% | 23.08% | - |
| Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw |
₹33.47 | 20.70% | 23.08% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Direct-growth |
₹31.73 | 20.48% | 23.06% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Direct-idcw |
₹30.20 | 20.48% | 23.06% | - |
| Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth |
₹35.66 | 20.45% | 22.82% | - |
| Sundaram Long Term Tax Advantage Fund Series Iv Regular-idcw |
₹32.73 | 20.45% | 22.82% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth |
₹30.68 | 20.20% | 22.78% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw |
₹29.16 | 20.20% | 22.78% | - |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-growth |
₹29.76 | 19.71% | 22.65% | - |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw |
₹28.80 | 19.71% | 22.65% | - |
Frequently Asked Questions
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-idcw
What is the current AUM of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-idcw?
As of Tue Mar 31, 2026, Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-idcw manages assets worth ₹25.9 crore
How has Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-idcw performed recently?
- 3 Months: 8.59%
- 6 Months: 5.53%
What is the long-term performance of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-idcw?
- 3 Years CAGR: 19.99%
- 5 Years CAGR: 21.70%
- Since Inception: 13.23%
What is the portfolio composition of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-idcw?
Equity: 94.71%, Others: 5.29%.
Who manages Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-idcw?
Sundaram Long Term Micro Cap Tax Advantage Fund Series V 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 V Regular-idcw?
Large Cap: 2.51%, Mid Cap: 4.43%, Small Cap: 93.05%.
Which are the top companies Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-idcw has invested in?
- Aster DM Healthcare Ltd – 6.24% of the fund's portfolio
- Aster DM Healthcare Ltd – 6.24% of the fund's portfolio
- Aster DM Healthcare Ltd – 7.44% of the fund's portfolio
- Aster DM Healthcare Ltd – 6.22% of the fund's portfolio
- Repo – 6.13% of the fund's portfolio
Which are the major sectors Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-idcw focuses on?
- Financial – 233.97% of the fund's portfolio
- Industrials – 214.88% of the fund's portfolio
- Consumer Discretionary – 173.77% of the fund's portfolio
- Materials – 131.02% of the fund's portfolio
- Healthcare – 116.60% 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.





