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Fund Overview of Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-growth
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₹75.7 CrAUM
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₹37.19NAV
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0.98%Expense Ratio
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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 Iii Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 22.71% | NA | 2.82% |
| 6 Months | 10.75% | NA | 12.04% |
| 1 Year | 9.24% | 9.24% | -0.22% |
| 2 Years | 10.09% | 4.92% | 19.10% |
| 3 Years | 57.94% | 16.46% | 18.55% |
| 5 Years | 144.57% | 19.59% | 21.70% |
| 7 Years | 257.23% | 19.95% | NA |
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Asset Allocation
equities
96.34%other assets or cash equivalents
3.66%Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-growth 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 ₹75.7 crore as on Sun May 31, 2026. The expense ratio stands at 0.98%. Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-growth
The portfolio allocation consists of 96.34% in equities, 3.66% in other assets or cash equivalents.Managed by Dwijendra Srivastava, it has delivered a return of 9.24% in the last year, a total return since inception of 14.69%.
For those looking to take well-planned investment decisions it helps to also review best sip to invest suited to financial planning needs.
Key Metrics of Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-growth
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Standard Deviation19.59%
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Sharpe Ratio0.58%
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Alpha2.66%
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Beta1.08%
Fund Details
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Top Performing Mutual Funds
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 Direct
|
₹1,263 | 1.66% | 3.96% | -5.32% | -1.28% | 11.66% |
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Sundaram Elss Tax Saver Fund
|
₹1,263 | 1.61% | 3.81% | -5.60% | -1.83% | 11.05% |
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Sundaram Elss Tax Saver Regular-idcw Half Yearly
|
₹1,263 | 1.61% | 3.81% | -5.60% | -1.83% | 11.05% |
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Sundaram Elss Tax Saver Direct-idcw Half Yearly
|
₹1,263 | 1.66% | 3.96% | -5.32% | -1.28% | 11.66% |
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Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-growth
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₹76 | 5.34% | 22.65% | 10.63% | 9.01% | 16.23% |
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Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw
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₹76 | 5.36% | 22.71% | 10.75% | 9.24% | 16.46% |
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Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-idcw
|
₹76 | 5.34% | 22.65% | 10.63% | 9.01% | 16.23% |
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Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-growth
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₹36 | 4.82% | 21.82% | 10.23% | 8.30% | 16.65% |
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Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Regular-growth
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₹36 | 4.80% | 21.74% | 10.08% | 8.02% | 16.36% |
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 |
|---|---|---|---|---|---|
| Axis Elss Tax Saver Direct Plan-growth |
₹31,023 | ₹107.53 | 10.63% | 8.24% | 12.78% |
| Axis Elss Tax Saver Fund-growth |
₹31,023 | ₹94.59 | 9.81% | 7.41% | 11.80% |
| Axis Elss Tax Saver Fund-idcw |
₹31,023 | ₹23.16 | 9.81% | 7.41% | 11.80% |
| Axis Elss Tax Saver Direct Plan-idcw |
₹31,023 | ₹49.76 | 10.63% | 8.24% | 12.78% |
| SBI Elss Tax Saver Fund Direct-growth |
₹30,955 | ₹469.42 | 18.65% | 17.32% | 15.29% |
| SBI Elss Tax Saver Fund Regular-growth |
₹30,955 | ₹431.86 | 17.87% | 16.56% | 14.55% |
| SBI Elss Tax Saver Fund Direct Plan-idcw |
₹30,955 | ₹116.27 | 18.65% | 17.32% | 15.29% |
| SBI Elss Tax Saver Fund Regular-idcw |
₹30,955 | ₹87.55 | 17.87% | 16.56% | 14.55% |
| Mirae Asset Elss Tax Saver Fund Regular-growth |
₹25,374 | ₹49.56 | 14.25% | 12.23% | 16.63% |
| Mirae Asset Elss Tax Saver Fund Direct-growth |
₹25,374 | ₹56.57 | 15.36% | 13.43% | 18.09% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Mtar Technologies Ltd | Industrials | 7.36% | ₹5.58 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.92% | ₹5.24 Cr |
| Angel One Ltd | Financial | 4.81% | ₹3.64 Cr |
| Affle (india) Ltd | Industrials | 4.13% | ₹3.13 Cr |
| Ksb Ltd | Industrials | 4.07% | ₹3.08 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 3.94% | ₹2.98 Cr |
| Repo | Unspecified | 3.76% | ₹2.85 Cr |
| Csb Bank Ltd | Financial | 3.55% | ₹2.69 Cr |
| Equitas Small Finance Bank Ltd | Financial | 3.55% | ₹2.69 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 3.32% | ₹2.51 Cr |
| Rategain Travel Technologies Ltd | Technology | 3.26% | ₹2.47 Cr |
| Procter & Gamble Health Ltd | Healthcare | 2.92% | ₹2.21 Cr |
| Esab India Ltd | Industrials | 2.63% | ₹2.00 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.60% | ₹1.97 Cr |
| Sis Ltd | Industrials | 2.59% | ₹1.96 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 2.54% | ₹1.92 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.53% | ₹1.91 Cr |
| Can Fin Homes Ltd | Financial | 2.46% | ₹1.86 Cr |
| Grindwell Norton Ltd | Materials | 2.46% | ₹1.86 Cr |
| Greenpanel Industries Ltd | Materials | 2.37% | ₹1.79 Cr |
| Zomato Ltd | Technology | 2.18% | ₹1.65 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 2.05% | ₹1.55 Cr |
| Jk Cement Ltd | Materials | 1.79% | ₹1.36 Cr |
| Natco Pharma Ltd | Healthcare | 1.74% | ₹1.32 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 1.73% | ₹1.31 Cr |
| Neogen Chemicals Ltd | Materials | 1.69% | ₹1.28 Cr |
| Pvr Ltd | Consumer Discretionary | 1.64% | ₹1.24 Cr |
| Birlasoft Ltd | Technology | 1.63% | ₹1.24 Cr |
| Rhi Magnesita India Ltd | Materials | 1.53% | ₹1.16 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.40% | ₹1.06 Cr |
| Elecon Engineering Company Ltd | Industrials | 1.27% | ₹0.96 Cr |
| Landmark Cars Ltd | Consumer Discretionary | 1.26% | ₹0.95 Cr |
| Venus Pipes & Tubes Ltd | Industrials | 1.20% | ₹0.91 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 1.19% | ₹0.90 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.12% | ₹0.85 Cr |
| Aavas Financiers Ltd | Financial | 0.99% | ₹0.75 Cr |
| R Systems International Ltd | Technology | 0.92% | ₹0.70 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 0.85% | ₹0.65 Cr |
| Century Plyboards (india) Ltd | Materials | 0.75% | ₹0.57 Cr |
| Eid-parry (india) Ltd | Materials | 0.74% | ₹0.56 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.68% | ₹0.51 Cr |
| Net Payables | Unspecified | -0.10% | ₹-0.08 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Sundaram Long Term Tax Advantage Fund Series Iv Direct-growth |
₹37.38 | 17.74% | 20.62% | - |
| Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw |
₹34.35 | 17.74% | 20.62% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Direct-growth |
₹32.37 | 17.42% | 20.50% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Direct-idcw |
₹30.82 | 17.42% | 20.50% | - |
| Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth |
₹36.59 | 17.50% | 20.36% | - |
| Sundaram Long Term Tax Advantage Fund Series Iv Regular-idcw |
₹33.58 | 17.50% | 20.36% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth |
₹31.30 | 17.15% | 20.22% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw |
₹29.75 | 17.15% | 20.22% | - |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Direct-growth |
₹32.14 | 16.60% | 19.86% | - |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Direct-idcw |
₹30.59 | 16.60% | 19.86% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-growth
What is the current AUM of Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-growth?
As of Sun May 31, 2026, Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-growth manages assets worth ₹75.7 crore
How has Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-growth performed recently?
- 3 Months: 22.71%
- 6 Months: 10.75%
What is the long-term performance of Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-growth?
- 3 Years CAGR: 16.46%
- 5 Years CAGR: 19.59%
- Since Inception: 14.69%
What is the portfolio composition of Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-growth?
Equity: 96.34%, Others: 3.66%.
Who manages Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-growth?
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii 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 Iii Direct-growth?
Large Cap: 2.26%, Mid Cap: 3.65%, Small Cap: 94.08%.
Which are the top companies Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-growth has invested in?
- MTAR Technologies Ltd – 7.36% of the fund's portfolio
- Aster DM Healthcare Ltd – 6.92% of the fund's portfolio
- Angel One Ltd – 4.81% of the fund's portfolio
- Affle (India) Ltd – 4.13% of the fund's portfolio
- KSB Ltd – 4.07% of the fund's portfolio
Which are the major sectors Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-growth focuses on?
- Industrials – 27.90% of the fund's portfolio
- Financial – 20.40% of the fund's portfolio
- Consumer Discretionary – 15.75% of the fund's portfolio
- Healthcare – 11.58% of the fund's portfolio
- Materials – 11.32% of the fund's portfolio
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