Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 8.88%
Fund NAV

Fund Overview of Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw

  • ₹63.4 Cr
    AUM
  • ₹30.78
    NAV
  • 0.98%
    Expense Ratio
  • Equity
    Fund Category
As on Mon Apr 27, 2026
Calculate your Returns
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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
0.00
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Returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 8.88% NA 2.82%
6 Months -0.05% NA 12.04%
1 Year 14.70% 14.70% -0.22%
2 Years 14.92% 7.20% 19.10%
3 Years 66.83% 18.60% 18.55%
5 Years 174.68% 22.40% 21.70%
7 Years 224.03% 18.29% NA
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As on Mon Apr 27, 2026

Asset Allocation

equities

94.73%

other assets or cash equivalents

5.27%
Large Cap: 2.51%
Mid Cap: 4.10%
Small Cap: 93.39%
Other: 0.00%
Top Holdings
Aster Dm Healthcare Ltd
6.29%
Aster Dm Healthcare Ltd
6.29%
Aster Dm Healthcare Ltd
7.60%
Safari Industries (india) Ltd
6.32%
Safari Industries (india) Ltd
6.32%
 
Top Sectors
Industrials
222.85%
Financial
219.10%
Consumer Discretionary
179.02%
Materials
139.39%
Healthcare
106.65%
Detailed Portfolio Analysis
As on Mon Apr 27, 2026
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About Fund

About Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw

Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw 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 ₹63.4 crore as on Tue Mar 31, 2026. The expense ratio stands at 0.98%.
The portfolio allocation consists of 94.73% in equities, 5.27% in other assets or cash equivalents.Managed by Dwijendra Srivastava, it has delivered a return of 14.70% in the last year, a total return since inception of 14.22%.
For those looking to take well-planned investment decisions it is useful to compare best sip plans that align with financial planning needs.

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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 Iii Direct-idcw

  • Standard Deviation
    17.33%
  • Sharpe Ratio
    0.52%
  • Alpha
    1.81%
  • Beta
    1.00%

Fund Details

Fund Names Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw
Inception Date 18 Nov 2016
Lock In 1095
 
Risk Principal at very high risk
More Details

Start An Sip Today Watch Your Money Grow Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Sundaram Long Term Tax Advantage Fund Series Iii Direct-growth trend ₹29 15.38% 9.49% 16.89% 19.98% 23.46%
Sundaram Long Term Tax Advantage Fund Series Iii Direct-idcw trend ₹29 15.38% 9.49% 16.89% 19.98% 23.46%
Sundaram Long Term Tax Advantage Fund Series Iv Direct-growth trend ₹19 14.97% 8.76% 16.45% 20.10% 23.37%
Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw trend ₹19 14.97% 8.76% 16.45% 20.10% 23.37%
Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth trend ₹29 15.35% 9.42% 16.62% 19.70% 23.18%
Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw trend ₹29 15.35% 9.42% 16.62% 19.70% 23.18%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-growth trend ₹31 16.20% 9.63% 14.35% 19.10% 23.12%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw trend ₹31 16.20% 9.63% 14.35% 19.10% 23.12%
Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth trend ₹19 14.95% 8.71% 16.22% 19.85% 23.11%
Sundaram Long Term Tax Advantage Fund Series Iv Regular-idcw trend ₹19 14.95% 8.71% 16.22% 19.85% 23.11%
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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 Direct increase ₹1,183 7.80% -1.05% -4.68% 3.75% 14.86%
Sundaram Elss Tax Saver Fund increase ₹1,183 7.74% -1.20% -4.97% 3.18% 14.23%
Sundaram Elss Tax Saver Regular-idcw Half Yearly increase ₹1,183 7.74% -1.20% -4.97% 3.18% 14.23%
Sundaram Elss Tax Saver Direct-idcw Half Yearly increase ₹1,183 7.80% -1.05% -4.68% 3.75% 14.86%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-growth increase ₹63 16.18% 8.88% -0.05% 14.70% 18.60%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-growth increase ₹63 16.15% 8.81% -0.16% 14.47% 18.37%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-idcw increase ₹63 16.15% 8.81% -0.16% 14.47% 18.37%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-growth increase ₹31 16.20% 9.63% 0.04% 14.35% 19.10%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Regular-growth increase ₹31 16.17% 9.55% -0.10% 14.06% 18.80%
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increase growth is based on 1-month returns of the funds

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You can also get Tax Free Maturity/ Returns? You can also get Tax Free Maturity/ Returns?

Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Axis Elss Tax Saver Direct Plan-growth trend ₹29,076 ₹106.05 14.39% 9.75% 13.00%
Axis Elss Tax Saver Fund-growth trend ₹29,076 ₹93.38 13.54% 8.90% 12.02%
Axis Elss Tax Saver Fund-idcw trend ₹29,076 ₹22.86 13.54% 8.90% 12.02%
Axis Elss Tax Saver Direct Plan-idcw trend ₹29,076 ₹49.07 14.39% 9.75% 13.00%
SBI Elss Tax Saver Fund Direct-growth trend ₹28,441 ₹467.82 22.14% 19.34% 15.50%
SBI Elss Tax Saver Fund Regular-growth trend ₹28,441 ₹430.76 21.32% 18.56% 14.76%
SBI Elss Tax Saver Fund Direct Plan-idcw trend ₹28,441 ₹115.87 22.14% 19.34% 15.50%
SBI Elss Tax Saver Fund Regular-idcw trend ₹28,441 ₹87.33 21.32% 18.56% 14.76%
Mirae Asset Elss Tax Saver Fund Regular-growth trend ₹22,940 ₹48.41 15.84% 13.63% 16.89%
Mirae Asset Elss Tax Saver Fund Direct-growth trend ₹22,940 ₹55.18 16.98% 14.85% 18.37%
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Top funds are based on Fund AUM

Start Small & Build Your Wealth For A Brighter Tomorrow Start Small & Build Your Wealth For A Brighter Tomorrow

Detailed Portfolio

Stocks Sector % of Holding Value
Aster Dm Healthcare LtdHealthcare6.29%₹4.88 Cr
Aster Dm Healthcare LtdHealthcare6.29%₹4.88 Cr
Aster Dm Healthcare LtdHealthcare7.60%₹4.82 Cr
Safari Industries (india) LtdConsumer Discretionary6.32%₹4.82 Cr
Safari Industries (india) LtdConsumer Discretionary6.32%₹4.82 Cr
Aster Dm Healthcare LtdHealthcare6.28%₹4.79 Cr
Aster Dm Healthcare LtdHealthcare6.28%₹4.79 Cr
RepoUnspecified6.25%₹4.77 Cr
RepoUnspecified6.25%₹4.77 Cr
Aster Dm Healthcare LtdHealthcare6.70%₹4.71 Cr
Aster Dm Healthcare LtdHealthcare6.05%₹4.51 Cr
Aster Dm Healthcare LtdHealthcare5.94%₹4.44 Cr
Safari Industries (india) LtdConsumer Discretionary5.82%₹4.34 Cr
Aster Dm Healthcare LtdHealthcare5.78%₹4.33 Cr
Safari Industries (india) LtdConsumer Discretionary5.78%₹4.31 Cr
Safari Industries (india) LtdConsumer Discretionary5.68%₹4.25 Cr
Safari Industries (india) LtdConsumer Discretionary5.46%₹4.23 Cr
Safari Industries (india) LtdConsumer Discretionary5.46%₹4.23 Cr
Affle (india) LtdIndustrials5.58%₹4.17 Cr
Affle (india) LtdIndustrials5.33%₹4.13 Cr
Affle (india) LtdIndustrials5.33%₹4.13 Cr
Affle (india) LtdIndustrials5.45%₹4.08 Cr
RepoUnspecified5.20%₹4.03 Cr
RepoUnspecified5.20%₹4.03 Cr
Safari Industries (india) LtdConsumer Discretionary5.67%₹4.03 Cr
Aster Dm Healthcare LtdHealthcare5.59%₹3.97 Cr
Affle (india) LtdIndustrials5.15%₹3.85 Cr
RepoUnspecified5.02%₹3.76 Cr
Safari Industries (india) LtdConsumer Discretionary5.07%₹3.56 Cr
Affle (india) LtdIndustrials4.66%₹3.55 Cr
Affle (india) LtdIndustrials4.66%₹3.55 Cr
Angel One LtdFinancial4.64%₹3.53 Cr
Angel One LtdFinancial4.64%₹3.53 Cr
RepoUnspecified4.70%₹3.51 Cr
Csb Bank LtdFinancial4.68%₹3.50 Cr
Sapphire Foods India LtdConsumer Discretionary4.65%₹3.48 Cr
Kei Industries LtdIndustrials4.57%₹3.41 Cr
RepoUnspecified5.30%₹3.36 Cr
Csb Bank LtdFinancial4.69%₹3.34 Cr
Angel One LtdFinancial4.67%₹3.32 Cr
Affle (india) LtdIndustrials4.66%₹3.31 Cr
Ujjivan Small Finance Bank LtdFinancial4.32%₹3.29 Cr
Ujjivan Small Finance Bank LtdFinancial4.32%₹3.29 Cr
Angel One LtdFinancial4.20%₹3.26 Cr
Angel One LtdFinancial4.20%₹3.26 Cr
Ksb LtdIndustrials4.30%₹3.22 Cr
Ujjivan Small Finance Bank LtdFinancial4.29%₹3.21 Cr
Ksb LtdIndustrials4.29%₹3.20 Cr
Kei Industries LtdIndustrials4.28%₹3.20 Cr
Csb Bank LtdFinancial4.06%₹3.15 Cr
Csb Bank LtdFinancial4.06%₹3.15 Cr
Csb Bank LtdFinancial4.12%₹3.14 Cr
Csb Bank LtdFinancial4.12%₹3.14 Cr
Ujjivan Small Finance Bank LtdFinancial4.04%₹3.14 Cr
Ujjivan Small Finance Bank LtdFinancial4.04%₹3.14 Cr
Sapphire Foods India LtdConsumer Discretionary4.19%₹3.12 Cr
Ksb LtdIndustrials4.90%₹3.11 Cr
Affle (india) LtdIndustrials4.89%₹3.10 Cr
Ksb LtdIndustrials3.98%₹3.08 Cr
Ksb LtdIndustrials3.98%₹3.08 Cr
Angel One LtdFinancial4.10%₹3.06 Cr
Angel One LtdFinancial4.34%₹3.05 Cr
Sapphire Foods India LtdConsumer Discretionary3.92%₹3.04 Cr
Sapphire Foods India LtdConsumer Discretionary3.92%₹3.04 Cr
RepoUnspecified4.26%₹3.03 Cr
Csb Bank LtdFinancial4.31%₹3.03 Cr
Ujjivan Small Finance Bank LtdFinancial4.25%₹3.02 Cr
Ksb LtdIndustrials4.27%₹3.00 Cr
Ksb LtdIndustrials3.93%₹2.99 Cr
Ksb LtdIndustrials3.93%₹2.99 Cr
Angel One LtdFinancial4.69%₹2.97 Cr
RepoUnspecified3.95%₹2.95 Cr
Affle (india) LtdIndustrials4.19%₹2.95 Cr
Ksb LtdIndustrials3.94%₹2.94 Cr
RepoUnspecified4.14%₹2.91 Cr
Angel One LtdFinancial3.86%₹2.89 Cr
Safari Industries (india) LtdConsumer Discretionary4.47%₹2.84 Cr
Csb Bank LtdFinancial3.79%₹2.83 Cr
Multi Commodity Exchange Of India LtdFinancial3.78%₹2.82 Cr
Ujjivan Small Finance Bank LtdFinancial3.76%₹2.80 Cr
Angel One LtdFinancial3.74%₹2.79 Cr
Kei Industries LtdIndustrials3.64%₹2.77 Cr
Kei Industries LtdIndustrials3.64%₹2.77 Cr
Csb Bank LtdFinancial3.69%₹2.76 Cr
Ksb LtdIndustrials3.88%₹2.76 Cr
Greenpanel Industries LtdMaterials3.55%₹2.76 Cr
Greenpanel Industries LtdMaterials3.55%₹2.76 Cr
Sapphire Foods India LtdConsumer Discretionary3.66%₹2.73 Cr
Kei Industries LtdIndustrials3.48%₹2.69 Cr
Kei Industries LtdIndustrials3.48%₹2.69 Cr
Mtar Technologies LtdIndustrials3.83%₹2.69 Cr
Ujjivan Small Finance Bank LtdFinancial3.82%₹2.68 Cr
Equitas Small Finance Bank LtdFinancial3.77%₹2.68 Cr
Multi Commodity Exchange Of India LtdFinancial3.57%₹2.68 Cr
Sapphire Foods India LtdConsumer Discretionary3.47%₹2.64 Cr
Sapphire Foods India LtdConsumer Discretionary3.47%₹2.64 Cr
Multi Commodity Exchange Of India LtdFinancial3.39%₹2.63 Cr
Multi Commodity Exchange Of India LtdFinancial3.39%₹2.63 Cr
Greenpanel Industries LtdMaterials3.49%₹2.62 Cr
Greenpanel Industries LtdMaterials3.50%₹2.61 Cr
Csb Bank LtdFinancial4.09%₹2.59 Cr
Ujjivan Small Finance Bank LtdFinancial3.45%₹2.58 Cr
Equitas Small Finance Bank LtdFinancial3.50%₹2.46 Cr
Equitas Small Finance Bank LtdFinancial3.22%₹2.45 Cr
Equitas Small Finance Bank LtdFinancial3.22%₹2.45 Cr
Mtar Technologies LtdIndustrials3.87%₹2.45 Cr
Greenpanel Industries LtdMaterials3.16%₹2.41 Cr
Greenpanel Industries LtdMaterials3.16%₹2.41 Cr
Equitas Small Finance Bank LtdFinancial3.23%₹2.41 Cr
Navin Fluorine International LtdMaterials3.07%₹2.38 Cr
Navin Fluorine International LtdMaterials3.07%₹2.38 Cr
Rategain Travel Technologies LtdTechnology3.08%₹2.35 Cr
Rategain Travel Technologies LtdTechnology3.08%₹2.35 Cr
Ujjivan Small Finance Bank LtdFinancial3.68%₹2.34 Cr
Procter & Gamble Health LtdHealthcare3.11%₹2.33 Cr
Procter & Gamble Health LtdHealthcare3.09%₹2.30 Cr
Rategain Travel Technologies LtdTechnology3.06%₹2.29 Cr
Procter & Gamble Health LtdHealthcare2.91%₹2.25 Cr
Procter & Gamble Health LtdHealthcare2.91%₹2.25 Cr
Greenpanel Industries LtdMaterials2.97%₹2.22 Cr
Greenpanel Industries LtdMaterials3.12%₹2.22 Cr
Kei Industries LtdIndustrials2.94%₹2.19 Cr
Equitas Small Finance Bank LtdFinancial2.93%₹2.19 Cr
Equitas Small Finance Bank LtdFinancial2.81%₹2.18 Cr
Equitas Small Finance Bank LtdFinancial2.81%₹2.18 Cr
Sapphire Foods India LtdConsumer Discretionary3.09%₹2.17 Cr
Sundaram-clayton LtdConsumer Discretionary2.76%₹2.14 Cr
Sundaram-clayton LtdConsumer Discretionary2.76%₹2.14 Cr
Sundaram-clayton LtdConsumer Discretionary3.03%₹2.13 Cr
Rategain Travel Technologies LtdTechnology2.86%₹2.13 Cr
Sundaram-clayton LtdConsumer Discretionary2.99%₹2.13 Cr
Rategain Travel Technologies LtdTechnology2.72%₹2.11 Cr
Rategain Travel Technologies LtdTechnology2.72%₹2.11 Cr
Can Fin Homes LtdFinancial2.94%₹2.09 Cr
Procter & Gamble Health LtdHealthcare2.74%₹2.09 Cr
Procter & Gamble Health LtdHealthcare2.74%₹2.09 Cr
Can Fin Homes LtdFinancial2.79%₹2.09 Cr
Procter & Gamble Health LtdHealthcare2.79%₹2.08 Cr
Mtar Technologies LtdIndustrials2.92%₹2.07 Cr
Sundaram-clayton LtdConsumer Discretionary2.66%₹2.02 Cr
Sundaram-clayton LtdConsumer Discretionary2.66%₹2.02 Cr
Rategain Travel Technologies LtdTechnology2.85%₹2.02 Cr
Sapphire Foods India LtdConsumer Discretionary2.84%₹2.02 Cr
Greenpanel Industries LtdMaterials2.83%₹1.99 Cr
Can Fin Homes LtdFinancial2.60%₹1.98 Cr
Can Fin Homes LtdFinancial2.60%₹1.98 Cr
Equitas Small Finance Bank LtdFinancial3.12%₹1.98 Cr
Sundaram-clayton LtdConsumer Discretionary3.11%₹1.97 Cr
Navin Fluorine International LtdMaterials2.62%₹1.96 Cr
Can Fin Homes LtdFinancial2.51%₹1.95 Cr
Can Fin Homes LtdFinancial2.51%₹1.95 Cr
Sundaram-clayton LtdConsumer Discretionary2.61%₹1.95 Cr
Procter & Gamble Health LtdHealthcare2.73%₹1.94 Cr
Navin Fluorine International LtdMaterials2.59%₹1.93 Cr
Equitas Small Finance Bank LtdFinancial2.57%₹1.92 Cr
Kalpataru Power Transmission LtdIndustrials2.45%₹1.90 Cr
Kalpataru Power Transmission LtdIndustrials2.45%₹1.90 Cr
Kalpataru Power Transmission LtdIndustrials2.54%₹1.89 Cr
Can Fin Homes LtdFinancial2.69%₹1.89 Cr
Kalpataru Power Transmission LtdIndustrials2.52%₹1.88 Cr
Kalpataru Power Transmission LtdIndustrials2.66%₹1.87 Cr
Esab India LtdIndustrials2.50%₹1.87 Cr
Jk Cement LtdMaterials2.43%₹1.82 Cr
Kalpataru Power Transmission LtdIndustrials2.43%₹1.81 Cr
Kalpataru Power Transmission LtdIndustrials2.38%₹1.81 Cr
Kalpataru Power Transmission LtdIndustrials2.38%₹1.81 Cr
Sundaram-clayton LtdConsumer Discretionary2.41%₹1.80 Cr
Mtar Technologies LtdIndustrials2.35%₹1.79 Cr
Mtar Technologies LtdIndustrials2.35%₹1.79 Cr
Procter & Gamble Health LtdHealthcare2.55%₹1.79 Cr
Can Fin Homes LtdFinancial2.80%₹1.78 Cr
Sis LtdIndustrials2.34%₹1.75 Cr
Procter & Gamble Health LtdHealthcare2.76%₹1.75 Cr
Rategain Travel Technologies LtdTechnology2.49%₹1.75 Cr
Esab India LtdIndustrials2.28%₹1.73 Cr
Esab India LtdIndustrials2.28%₹1.73 Cr
Kalpataru Power Transmission LtdIndustrials2.43%₹1.73 Cr
Can Fin Homes LtdFinancial2.29%₹1.71 Cr
Mtar Technologies LtdIndustrials2.29%₹1.71 Cr
Grindwell Norton LtdMaterials2.20%₹1.71 Cr
Grindwell Norton LtdMaterials2.20%₹1.71 Cr
Esab India LtdIndustrials2.40%₹1.71 Cr
Sis LtdIndustrials2.28%₹1.70 Cr
Rategain Travel Technologies LtdTechnology2.26%₹1.69 Cr
Brigade Enterprises LtdReal Estate2.18%₹1.69 Cr
Brigade Enterprises LtdReal Estate2.18%₹1.69 Cr
Esab India LtdIndustrials2.40%₹1.69 Cr
Navin Fluorine International LtdMaterials2.21%₹1.68 Cr
Navin Fluorine International LtdMaterials2.21%₹1.68 Cr
Grindwell Norton LtdMaterials2.39%₹1.68 Cr
Sundaram-clayton LtdConsumer Discretionary2.24%₹1.68 Cr
Birlasoft LtdTechnology2.24%₹1.68 Cr
Greenpanel Industries LtdMaterials2.61%₹1.66 Cr
Jk Cement LtdMaterials2.21%₹1.65 Cr
Sis LtdIndustrials2.31%₹1.64 Cr
Jk Cement LtdMaterials2.10%₹1.63 Cr
Jk Cement LtdMaterials2.10%₹1.63 Cr
Sis LtdIndustrials2.17%₹1.62 Cr
Sis LtdIndustrials2.09%₹1.62 Cr
Sis LtdIndustrials2.09%₹1.62 Cr
Zomato LtdTechnology2.31%₹1.62 Cr
Birlasoft LtdTechnology2.27%₹1.62 Cr
Can Fin Homes LtdFinancial2.15%₹1.61 Cr
Grindwell Norton LtdMaterials2.15%₹1.61 Cr
Sis LtdIndustrials2.10%₹1.60 Cr
Sis LtdIndustrials2.10%₹1.60 Cr
Sapphire Foods India LtdConsumer Discretionary2.52%₹1.60 Cr
Kalpataru Power Transmission LtdIndustrials2.52%₹1.60 Cr
Cholamandalam Financial Holdings LtdFinancial2.04%₹1.59 Cr
Cholamandalam Financial Holdings LtdFinancial2.04%₹1.59 Cr
Grindwell Norton LtdMaterials2.12%₹1.58 Cr
Grindwell Norton LtdMaterials2.11%₹1.58 Cr
Esab India LtdIndustrials2.10%₹1.58 Cr
Grindwell Norton LtdMaterials2.06%₹1.57 Cr
Grindwell Norton LtdMaterials2.06%₹1.57 Cr
Cholamandalam Financial Holdings LtdFinancial2.09%₹1.56 Cr
Grindwell Norton LtdMaterials2.20%₹1.56 Cr
Pvr LtdConsumer Discretionary2.01%₹1.56 Cr
Pvr LtdConsumer Discretionary2.01%₹1.56 Cr
Cholamandalam Financial Holdings LtdFinancial2.01%₹1.53 Cr
Cholamandalam Financial Holdings LtdFinancial2.01%₹1.53 Cr
Esab India LtdIndustrials2.39%₹1.52 Cr
Esab India LtdIndustrials2.03%₹1.51 Cr
Jk Cement LtdMaterials1.98%₹1.51 Cr
Jk Cement LtdMaterials1.98%₹1.51 Cr
Birlasoft LtdTechnology2.15%₹1.51 Cr
Zomato LtdTechnology2.38%₹1.51 Cr
Esab India LtdIndustrials1.94%₹1.51 Cr
Esab India LtdIndustrials1.94%₹1.51 Cr
Brigade Enterprises LtdReal Estate2.01%₹1.50 Cr
Cholamandalam Financial Holdings LtdFinancial2.01%₹1.50 Cr
Sis LtdIndustrials2.12%₹1.49 Cr
Jk Cement LtdMaterials2.11%₹1.48 Cr
Birlasoft LtdTechnology1.93%₹1.47 Cr
Birlasoft LtdTechnology1.93%₹1.47 Cr
Brigade Enterprises LtdReal Estate1.96%₹1.46 Cr
Brigade Enterprises LtdReal Estate1.91%₹1.46 Cr
Brigade Enterprises LtdReal Estate1.91%₹1.46 Cr
Jk Cement LtdMaterials1.94%₹1.45 Cr
Jk Cement LtdMaterials2.04%₹1.45 Cr
Pvr LtdConsumer Discretionary1.93%₹1.45 Cr
Rategain Travel Technologies LtdTechnology2.28%₹1.45 Cr
Brigade Enterprises LtdReal Estate1.93%₹1.44 Cr
Birlasoft LtdTechnology1.85%₹1.44 Cr
Birlasoft LtdTechnology1.85%₹1.44 Cr
Cholamandalam Financial Holdings LtdFinancial1.91%₹1.43 Cr
Birlasoft LtdTechnology1.90%₹1.42 Cr
Pvr LtdConsumer Discretionary1.86%₹1.39 Cr
Pvr LtdConsumer Discretionary1.81%₹1.38 Cr
Pvr LtdConsumer Discretionary1.81%₹1.38 Cr
Cholamandalam Financial Holdings LtdFinancial1.93%₹1.37 Cr
Grindwell Norton LtdMaterials2.16%₹1.37 Cr
Sis LtdIndustrials2.15%₹1.37 Cr
Birlasoft LtdTechnology1.83%₹1.36 Cr
Rhi Magnesita India LtdMaterials1.75%₹1.36 Cr
Rhi Magnesita India LtdMaterials1.75%₹1.36 Cr
Cholamandalam Financial Holdings LtdFinancial1.93%₹1.35 Cr
Rhi Magnesita India LtdMaterials1.81%₹1.35 Cr
Westlife Development LtdConsumer Discretionary1.80%₹1.35 Cr
Jk Cement LtdMaterials2.10%₹1.33 Cr
Rhi Magnesita India LtdMaterials1.74%₹1.32 Cr
Rhi Magnesita India LtdMaterials1.74%₹1.32 Cr
Pvr LtdConsumer Discretionary1.88%₹1.32 Cr
Pvr LtdConsumer Discretionary1.76%₹1.31 Cr
Kei Industries LtdIndustrials1.85%₹1.31 Cr
Rhi Magnesita India LtdMaterials1.75%₹1.31 Cr
Westlife Development LtdConsumer Discretionary1.73%₹1.29 Cr
Birlasoft LtdTechnology2.03%₹1.29 Cr
Natco Pharma LtdHealthcare1.82%₹1.28 Cr
Rhi Magnesita India LtdMaterials1.79%₹1.27 Cr
Natco Pharma LtdHealthcare1.99%₹1.26 Cr
Pvr LtdConsumer Discretionary1.77%₹1.26 Cr
Rhi Magnesita India LtdMaterials1.69%₹1.26 Cr
Rhi Magnesita India LtdMaterials1.76%₹1.24 Cr
Brigade Enterprises LtdReal Estate1.72%₹1.23 Cr
R Systems International LtdTechnology1.62%₹1.21 Cr
Pvr LtdConsumer Discretionary1.87%₹1.19 Cr
Natco Pharma LtdHealthcare1.57%₹1.17 Cr
Natco Pharma LtdHealthcare1.49%₹1.14 Cr
Natco Pharma LtdHealthcare1.49%₹1.14 Cr
Cholamandalam Financial Holdings LtdFinancial1.78%₹1.13 Cr
Brigade Enterprises LtdReal Estate1.61%₹1.13 Cr
R Systems International LtdTechnology1.45%₹1.12 Cr
R Systems International LtdTechnology1.45%₹1.12 Cr
Natco Pharma LtdHealthcare1.49%₹1.12 Cr
Westlife Development LtdConsumer Discretionary1.44%₹1.12 Cr
Westlife Development LtdConsumer Discretionary1.44%₹1.12 Cr
Ganesha Ecosphere LtdConsumer Discretionary1.46%₹1.09 Cr
Natco Pharma LtdHealthcare1.52%₹1.08 Cr
Zomato LtdTechnology1.51%₹1.07 Cr
Westlife Development LtdConsumer Discretionary1.40%₹1.07 Cr
Westlife Development LtdConsumer Discretionary1.40%₹1.07 Cr
R Systems International LtdTechnology1.42%₹1.06 Cr
Natco Pharma LtdHealthcare1.37%₹1.06 Cr
Natco Pharma LtdHealthcare1.37%₹1.06 Cr
Brigade Enterprises LtdReal Estate1.67%₹1.06 Cr
R Systems International LtdTechnology1.41%₹1.05 Cr
Westlife Development LtdConsumer Discretionary1.41%₹1.05 Cr
Shivalik Bimetal Controls LtdIndustrials1.41%₹1.05 Cr
R Systems International LtdTechnology1.37%₹1.05 Cr
R Systems International LtdTechnology1.37%₹1.05 Cr
Landmark Cars LtdConsumer Discretionary1.48%₹1.04 Cr
Tata Steel LtdMaterials1.33%₹1.03 Cr
Tata Steel LtdMaterials1.33%₹1.03 Cr
Natco Pharma LtdHealthcare1.38%₹1.03 Cr
Shivalik Bimetal Controls LtdIndustrials1.37%₹1.02 Cr
Tata Steel LtdMaterials1.36%₹1.02 Cr
Neogen Chemicals LtdMaterials1.43%₹1.01 Cr
Shivalik Bimetal Controls LtdIndustrials1.30%₹1.01 Cr
Shivalik Bimetal Controls LtdIndustrials1.30%₹1.01 Cr
R Systems International LtdTechnology1.40%₹1.00 Cr
Landmark Cars LtdConsumer Discretionary1.38%₹0.98 Cr
Rhi Magnesita India LtdMaterials1.52%₹0.96 Cr
Tata Steel LtdMaterials1.28%₹0.96 Cr
Tata Steel LtdMaterials1.25%₹0.95 Cr
Tata Steel LtdMaterials1.25%₹0.95 Cr
Amber Enterprises India LtdConsumer Discretionary1.34%₹0.94 Cr
Shivalik Bimetal Controls LtdIndustrials1.34%₹0.94 Cr
Westlife Development LtdConsumer Discretionary1.32%₹0.93 Cr
Westlife Development LtdConsumer Discretionary1.30%₹0.93 Cr
Shivalik Bimetal Controls LtdIndustrials1.20%₹0.92 Cr
Shivalik Bimetal Controls LtdIndustrials1.20%₹0.92 Cr
Landmark Cars LtdConsumer Discretionary1.44%₹0.91 Cr
Westlife Development LtdConsumer Discretionary1.43%₹0.90 Cr
Shivalik Bimetal Controls LtdIndustrials1.21%₹0.90 Cr
Shivalik Bimetal Controls LtdIndustrials1.25%₹0.89 Cr
Tata Steel LtdMaterials1.17%₹0.87 Cr
Ganesha Ecosphere LtdConsumer Discretionary1.10%₹0.86 Cr
Ganesha Ecosphere LtdConsumer Discretionary1.10%₹0.86 Cr
Neogen Chemicals LtdMaterials1.18%₹0.84 Cr
Ganesha Ecosphere LtdConsumer Discretionary1.11%₹0.83 Cr
Neogen Chemicals LtdMaterials1.09%₹0.81 Cr
Shivalik Bimetal Controls LtdIndustrials1.28%₹0.81 Cr
Amber Enterprises India LtdConsumer Discretionary1.22%₹0.78 Cr
Navin Fluorine International LtdMaterials1.09%₹0.77 Cr
Eid-parry (india) LtdMaterials1.03%₹0.77 Cr
Neogen Chemicals LtdMaterials1.20%₹0.76 Cr
Eid-parry (india) LtdMaterials1.00%₹0.76 Cr
Eid-parry (india) LtdMaterials1.00%₹0.76 Cr
R Systems International LtdTechnology1.08%₹0.76 Cr
Amber Enterprises India LtdConsumer Discretionary1.01%₹0.76 Cr
Venus Pipes & Tubes LtdIndustrials1.01%₹0.75 Cr
Navin Fluorine International LtdMaterials1.00%₹0.75 Cr
Landmark Cars LtdConsumer Discretionary0.99%₹0.74 Cr
Zomato LtdTechnology0.97%₹0.72 Cr
Venus Pipes & Tubes LtdIndustrials1.02%₹0.72 Cr
Aavas Financiers LtdFinancial1.02%₹0.72 Cr
Eid-parry (india) LtdMaterials0.96%₹0.68 Cr
Amber Enterprises India LtdConsumer Discretionary0.95%₹0.68 Cr
Venus Pipes & Tubes LtdIndustrials0.93%₹0.66 Cr
Ganesha Ecosphere LtdConsumer Discretionary0.84%₹0.64 Cr
Ganesha Ecosphere LtdConsumer Discretionary0.84%₹0.64 Cr
Eid-parry (india) LtdMaterials0.91%₹0.64 Cr
R Systems International LtdTechnology0.97%₹0.61 Cr
Century Plyboards (india) LtdMaterials0.81%₹0.61 Cr
Aavas Financiers LtdFinancial0.95%₹0.60 Cr
Cash/net Current AssetsUnspecified0.85%₹0.60 Cr
Ganesha Ecosphere LtdConsumer Discretionary0.94%₹0.60 Cr
Century Plyboards (india) LtdMaterials0.80%₹0.60 Cr
Ganesha Ecosphere LtdConsumer Discretionary0.80%₹0.60 Cr
Century Plyboards (india) LtdMaterials0.83%₹0.59 Cr
Century Plyboards (india) LtdMaterials0.77%₹0.59 Cr
Century Plyboards (india) LtdMaterials0.77%₹0.59 Cr
Butterfly Gandhimathi Appliances LtdConsumer Discretionary0.76%₹0.59 Cr
Butterfly Gandhimathi Appliances LtdConsumer Discretionary0.76%₹0.59 Cr
Venus Pipes & Tubes LtdIndustrials0.91%₹0.58 Cr
Eid-parry (india) LtdMaterials0.91%₹0.57 Cr
Butterfly Gandhimathi Appliances LtdConsumer Discretionary0.75%₹0.56 Cr
Multi Commodity Exchange Of India LtdFinancial0.73%₹0.56 Cr
Multi Commodity Exchange Of India LtdFinancial0.73%₹0.56 Cr
Century Plyboards (india) LtdMaterials0.71%₹0.55 Cr
Century Plyboards (india) LtdMaterials0.71%₹0.55 Cr
Butterfly Gandhimathi Appliances LtdConsumer Discretionary0.72%₹0.55 Cr
Butterfly Gandhimathi Appliances LtdConsumer Discretionary0.72%₹0.55 Cr
Century Plyboards (india) LtdMaterials0.73%₹0.55 Cr
Ganesha Ecosphere LtdConsumer Discretionary0.77%₹0.54 Cr
Century Plyboards (india) LtdMaterials0.77%₹0.54 Cr
Butterfly Gandhimathi Appliances LtdConsumer Discretionary0.71%₹0.53 Cr
Century Plyboards (india) LtdMaterials0.81%₹0.51 Cr
Butterfly Gandhimathi Appliances LtdConsumer Discretionary0.67%₹0.50 Cr
Ganesha Ecosphere LtdConsumer Discretionary0.68%₹0.48 Cr
Butterfly Gandhimathi Appliances LtdConsumer Discretionary0.66%₹0.47 Cr
Butterfly Gandhimathi Appliances LtdConsumer Discretionary0.66%₹0.47 Cr
Butterfly Gandhimathi Appliances LtdConsumer Discretionary0.72%₹0.46 Cr
Mm Forgings LtdMaterials0.38%₹0.29 Cr
Mm Forgings LtdMaterials0.38%₹0.29 Cr
Mm Forgings LtdMaterials0.37%₹0.28 Cr
Mm Forgings LtdMaterials0.37%₹0.27 Cr
Mm Forgings LtdMaterials0.35%₹0.27 Cr
Mm Forgings LtdMaterials0.35%₹0.27 Cr
Venus Pipes & Tubes LtdIndustrials0.30%₹0.23 Cr
Venus Pipes & Tubes LtdIndustrials0.30%₹0.23 Cr
Net PayablesUnspecified-0.01%₹-0.01 Cr
Net PayablesUnspecified-0.03%₹-0.02 Cr
Net PayablesUnspecified-0.05%₹-0.04 Cr
Net PayablesUnspecified-0.15%₹-0.11 Cr
Net PayablesUnspecified-0.15%₹-0.11 Cr
Net PayablesUnspecified-0.19%₹-0.13 Cr
Net PayablesUnspecified-1.32%₹-1.00 Cr
Net PayablesUnspecified-1.32%₹-1.00 Cr
Net PayablesUnspecified-2.13%₹-1.59 Cr
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Frequently Asked Questions

Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw

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

As of Tue Mar 31, 2026, Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw manages assets worth ₹63.4 crore

How has Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw performed recently?

  • 3 Months: 8.88%
  • 6 Months: -0.05%

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

  • 3 Years CAGR: 18.60%
  • 5 Years CAGR: 22.40%
  • Since Inception: 14.22%

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

Equity: 94.73%, Others: 5.27%.

Who manages Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw?

Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-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 Iii Direct-idcw?

Large Cap: 2.51%, Mid Cap: 4.10%, Small Cap: 93.39%.

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

  • Aster DM Healthcare Ltd – 6.29% of the fund's portfolio
  • Aster DM Healthcare Ltd – 6.29% of the fund's portfolio
  • Aster DM Healthcare Ltd – 7.60% of the fund's portfolio
  • Safari Industries (India) Ltd – 6.32% of the fund's portfolio
  • Safari Industries (India) Ltd – 6.32% of the fund's portfolio

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

  • Industrials – 222.85% of the fund's portfolio
  • Financial – 219.10% of the fund's portfolio
  • Consumer Discretionary – 179.02% of the fund's portfolio
  • Materials – 139.39% of the fund's portfolio
  • Healthcare – 106.65% of the fund's portfolio
View more FAQ's

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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.

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