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Sundaram LT Micro Cap Tax Adv Fund-Sr IV-Reg(G)

very highequity
31.21 0.33(1.06%) NAV as on 27 Jul 2026
0.28 % 1 M
7.12 % 1 Y
14.69 % 3 Y

FUND OBJECTIVE

The investment objective of the scheme is to to generate consistent long-term returns by investing predominantly in equity/equity related instruments of companies that can be termed as micro-caps (as indicated in highlights & Scheme Summary and Part II of this Document)

SCHEME DETAILS

expense_ration-icon Expenses Ratio :

NA

As on
age-icon Age :

9 yrs 4 m

Since 24 03 ,2017
exit_load Exit Load :

%

aum AUM :

37.28 Crs

lock_in Lock-in :

investing_style Investing Style :
Portfolio_book_value Portfolio Price To Book Value :

NA

Min_Investment Min. Investment :

SIP & Lumpsum

Scheme_benchmark Scheme Benchmark :

NA

Fund_manager Fund Manager :

Rohit Seksaria

LATEST ASSET & PORTFOLIO ALLOCATION

as on Jun 30 ,2026
Others 3.29 %
Equity 96.71 %

TOP HOLDINGS

Aster DM Quality Care Ltd.7.13 %
MTAR Technologies Ltd.6.83 %
Angel One Ltd.5.40 %
Safari Industries (India) Ltd.4.20 %
KSB Ltd.4.16 %
See All Holding

ALLOCATION BY MARKET CAP

5-YEARS HISTORY

Financial Year2021-20222022-20232023-20242024-20252025-2026
NAV in Rs (as on 30-Mar-2026)16.1416.7124.1624.5625.11
Net Assets(Rs Crores) (as on 30-Mar-2026) 36.81 31.03 36.42 32.10 30.40
Scheme Returns(%)(Absolute)51.872.1743.46-0.932.18
B'mark Returns(%)(Absolute)NANANANANA
Category Rank3/6613/6115/6354/617/57

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Sundaram LT Micro Cap Tax Adv Fund-Sr IV-Reg(G)Very HighEquity31.210.33(1.06%)NAV As on 27 Jul, 202624-Mar-2017Inception Date37.28AUM In Cr.7.12%1Y14.69%3Y16.51%5Y12.95%Since Inception
Motilal Oswal ELSS Tax Saver Fund-Reg(G)Very HighEquity54.920.39(0.71%)NAV As on 27 Jul, 202621-Jan-2015Inception Date4,861.86AUM In Cr.4.28%1Y20.65%3Y16.67%5Y15.93%Since Inception
ITI ELSS Tax Saver Fund-Reg(G)Very HighEquity24.990.25(1.02%)NAV As on 27 Jul, 202618-Oct-2019Inception Date452.15AUM In Cr.3.18%1Y16.27%3Y12.00%5Y14.47%Since Inception