Fund Overview of Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw
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₹63.4 CrAUM
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₹30.78NAV
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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-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 |
Asset Allocation
equities
94.73%other assets or cash equivalents
5.27%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%. Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw
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.
Key Metrics of Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-idcw
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Standard Deviation17.33%
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Sharpe Ratio0.52%
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Alpha1.81%
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Beta1.00%
Fund Details
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Top Performing Mutual Funds
More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Sundaram Elss Tax Saver Fund Direct
|
₹1,183 | 7.80% | -1.05% | -4.68% | 3.75% | 14.86% |
|
Sundaram Elss Tax Saver Fund
|
₹1,183 | 7.74% | -1.20% | -4.97% | 3.18% | 14.23% |
|
Sundaram Elss Tax Saver Regular-idcw Half Yearly
|
₹1,183 | 7.74% | -1.20% | -4.97% | 3.18% | 14.23% |
|
Sundaram Elss Tax Saver Direct-idcw Half Yearly
|
₹1,183 | 7.80% | -1.05% | -4.68% | 3.75% | 14.86% |
|
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-growth
|
₹63 | 16.18% | 8.88% | -0.05% | 14.70% | 18.60% |
|
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-growth
|
₹63 | 16.15% | 8.81% | -0.16% | 14.47% | 18.37% |
|
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-idcw
|
₹63 | 16.15% | 8.81% | -0.16% | 14.47% | 18.37% |
|
Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-growth
|
₹31 | 16.20% | 9.63% | 0.04% | 14.35% | 19.10% |
|
Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Regular-growth
|
₹31 | 16.17% | 9.55% | -0.10% | 14.06% | 18.80% |
Mutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Axis Elss Tax Saver Direct Plan-growth |
₹29,076 | ₹106.05 | 14.39% | 9.75% | 13.00% |
| Axis Elss Tax Saver Fund-growth |
₹29,076 | ₹93.38 | 13.54% | 8.90% | 12.02% |
| Axis Elss Tax Saver Fund-idcw |
₹29,076 | ₹22.86 | 13.54% | 8.90% | 12.02% |
| Axis Elss Tax Saver Direct Plan-idcw |
₹29,076 | ₹49.07 | 14.39% | 9.75% | 13.00% |
| SBI Elss Tax Saver Fund Direct-growth |
₹28,441 | ₹467.82 | 22.14% | 19.34% | 15.50% |
| SBI Elss Tax Saver Fund Regular-growth |
₹28,441 | ₹430.76 | 21.32% | 18.56% | 14.76% |
| SBI Elss Tax Saver Fund Direct Plan-idcw |
₹28,441 | ₹115.87 | 22.14% | 19.34% | 15.50% |
| SBI Elss Tax Saver Fund Regular-idcw |
₹28,441 | ₹87.33 | 21.32% | 18.56% | 14.76% |
| Mirae Asset Elss Tax Saver Fund Regular-growth |
₹22,940 | ₹48.41 | 15.84% | 13.63% | 16.89% |
| Mirae Asset Elss Tax Saver Fund Direct-growth |
₹22,940 | ₹55.18 | 16.98% | 14.85% | 18.37% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Aster Dm Healthcare Ltd | Healthcare | 6.29% | ₹4.88 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.29% | ₹4.88 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 7.60% | ₹4.82 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 6.32% | ₹4.82 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 6.32% | ₹4.82 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.28% | ₹4.79 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.28% | ₹4.79 Cr |
| Repo | Unspecified | 6.25% | ₹4.77 Cr |
| Repo | Unspecified | 6.25% | ₹4.77 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.70% | ₹4.71 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.05% | ₹4.51 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 5.94% | ₹4.44 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 5.82% | ₹4.34 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 5.78% | ₹4.33 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 5.78% | ₹4.31 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 5.68% | ₹4.25 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 5.46% | ₹4.23 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 5.46% | ₹4.23 Cr |
| Affle (india) Ltd | Industrials | 5.58% | ₹4.17 Cr |
| Affle (india) Ltd | Industrials | 5.33% | ₹4.13 Cr |
| Affle (india) Ltd | Industrials | 5.33% | ₹4.13 Cr |
| Affle (india) Ltd | Industrials | 5.45% | ₹4.08 Cr |
| Repo | Unspecified | 5.20% | ₹4.03 Cr |
| Repo | Unspecified | 5.20% | ₹4.03 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 5.67% | ₹4.03 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 5.59% | ₹3.97 Cr |
| Affle (india) Ltd | Industrials | 5.15% | ₹3.85 Cr |
| Repo | Unspecified | 5.02% | ₹3.76 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 5.07% | ₹3.56 Cr |
| Affle (india) Ltd | Industrials | 4.66% | ₹3.55 Cr |
| Affle (india) Ltd | Industrials | 4.66% | ₹3.55 Cr |
| Angel One Ltd | Financial | 4.64% | ₹3.53 Cr |
| Angel One Ltd | Financial | 4.64% | ₹3.53 Cr |
| Repo | Unspecified | 4.70% | ₹3.51 Cr |
| Csb Bank Ltd | Financial | 4.68% | ₹3.50 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 4.65% | ₹3.48 Cr |
| Kei Industries Ltd | Industrials | 4.57% | ₹3.41 Cr |
| Repo | Unspecified | 5.30% | ₹3.36 Cr |
| Csb Bank Ltd | Financial | 4.69% | ₹3.34 Cr |
| Angel One Ltd | Financial | 4.67% | ₹3.32 Cr |
| Affle (india) Ltd | Industrials | 4.66% | ₹3.31 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.32% | ₹3.29 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.32% | ₹3.29 Cr |
| Angel One Ltd | Financial | 4.20% | ₹3.26 Cr |
| Angel One Ltd | Financial | 4.20% | ₹3.26 Cr |
| Ksb Ltd | Industrials | 4.30% | ₹3.22 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.29% | ₹3.21 Cr |
| Ksb Ltd | Industrials | 4.29% | ₹3.20 Cr |
| Kei Industries Ltd | Industrials | 4.28% | ₹3.20 Cr |
| Csb Bank Ltd | Financial | 4.06% | ₹3.15 Cr |
| Csb Bank Ltd | Financial | 4.06% | ₹3.15 Cr |
| Csb Bank Ltd | Financial | 4.12% | ₹3.14 Cr |
| Csb Bank Ltd | Financial | 4.12% | ₹3.14 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.04% | ₹3.14 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.04% | ₹3.14 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 4.19% | ₹3.12 Cr |
| Ksb Ltd | Industrials | 4.90% | ₹3.11 Cr |
| Affle (india) Ltd | Industrials | 4.89% | ₹3.10 Cr |
| Ksb Ltd | Industrials | 3.98% | ₹3.08 Cr |
| Ksb Ltd | Industrials | 3.98% | ₹3.08 Cr |
| Angel One Ltd | Financial | 4.10% | ₹3.06 Cr |
| Angel One Ltd | Financial | 4.34% | ₹3.05 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 3.92% | ₹3.04 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 3.92% | ₹3.04 Cr |
| Repo | Unspecified | 4.26% | ₹3.03 Cr |
| Csb Bank Ltd | Financial | 4.31% | ₹3.03 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.25% | ₹3.02 Cr |
| Ksb Ltd | Industrials | 4.27% | ₹3.00 Cr |
| Ksb Ltd | Industrials | 3.93% | ₹2.99 Cr |
| Ksb Ltd | Industrials | 3.93% | ₹2.99 Cr |
| Angel One Ltd | Financial | 4.69% | ₹2.97 Cr |
| Repo | Unspecified | 3.95% | ₹2.95 Cr |
| Affle (india) Ltd | Industrials | 4.19% | ₹2.95 Cr |
| Ksb Ltd | Industrials | 3.94% | ₹2.94 Cr |
| Repo | Unspecified | 4.14% | ₹2.91 Cr |
| Angel One Ltd | Financial | 3.86% | ₹2.89 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 4.47% | ₹2.84 Cr |
| Csb Bank Ltd | Financial | 3.79% | ₹2.83 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.78% | ₹2.82 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 3.76% | ₹2.80 Cr |
| Angel One Ltd | Financial | 3.74% | ₹2.79 Cr |
| Kei Industries Ltd | Industrials | 3.64% | ₹2.77 Cr |
| Kei Industries Ltd | Industrials | 3.64% | ₹2.77 Cr |
| Csb Bank Ltd | Financial | 3.69% | ₹2.76 Cr |
| Ksb Ltd | Industrials | 3.88% | ₹2.76 Cr |
| Greenpanel Industries Ltd | Materials | 3.55% | ₹2.76 Cr |
| Greenpanel Industries Ltd | Materials | 3.55% | ₹2.76 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 3.66% | ₹2.73 Cr |
| Kei Industries Ltd | Industrials | 3.48% | ₹2.69 Cr |
| Kei Industries Ltd | Industrials | 3.48% | ₹2.69 Cr |
| Mtar Technologies Ltd | Industrials | 3.83% | ₹2.69 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 3.82% | ₹2.68 Cr |
| Equitas Small Finance Bank Ltd | Financial | 3.77% | ₹2.68 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.57% | ₹2.68 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 3.47% | ₹2.64 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 3.47% | ₹2.64 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.39% | ₹2.63 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.39% | ₹2.63 Cr |
| Greenpanel Industries Ltd | Materials | 3.49% | ₹2.62 Cr |
| Greenpanel Industries Ltd | Materials | 3.50% | ₹2.61 Cr |
| Csb Bank Ltd | Financial | 4.09% | ₹2.59 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 3.45% | ₹2.58 Cr |
| Equitas Small Finance Bank Ltd | Financial | 3.50% | ₹2.46 Cr |
| Equitas Small Finance Bank Ltd | Financial | 3.22% | ₹2.45 Cr |
| Equitas Small Finance Bank Ltd | Financial | 3.22% | ₹2.45 Cr |
| Mtar Technologies Ltd | Industrials | 3.87% | ₹2.45 Cr |
| Greenpanel Industries Ltd | Materials | 3.16% | ₹2.41 Cr |
| Greenpanel Industries Ltd | Materials | 3.16% | ₹2.41 Cr |
| Equitas Small Finance Bank Ltd | Financial | 3.23% | ₹2.41 Cr |
| Navin Fluorine International Ltd | Materials | 3.07% | ₹2.38 Cr |
| Navin Fluorine International Ltd | Materials | 3.07% | ₹2.38 Cr |
| Rategain Travel Technologies Ltd | Technology | 3.08% | ₹2.35 Cr |
| Rategain Travel Technologies Ltd | Technology | 3.08% | ₹2.35 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 3.68% | ₹2.34 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.11% | ₹2.33 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.09% | ₹2.30 Cr |
| Rategain Travel Technologies Ltd | Technology | 3.06% | ₹2.29 Cr |
| Procter & Gamble Health Ltd | Healthcare | 2.91% | ₹2.25 Cr |
| Procter & Gamble Health Ltd | Healthcare | 2.91% | ₹2.25 Cr |
| Greenpanel Industries Ltd | Materials | 2.97% | ₹2.22 Cr |
| Greenpanel Industries Ltd | Materials | 3.12% | ₹2.22 Cr |
| Kei Industries Ltd | Industrials | 2.94% | ₹2.19 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.93% | ₹2.19 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.81% | ₹2.18 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.81% | ₹2.18 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 3.09% | ₹2.17 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.76% | ₹2.14 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.76% | ₹2.14 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 3.03% | ₹2.13 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.86% | ₹2.13 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.99% | ₹2.13 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.72% | ₹2.11 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.72% | ₹2.11 Cr |
| Can Fin Homes Ltd | Financial | 2.94% | ₹2.09 Cr |
| Procter & Gamble Health Ltd | Healthcare | 2.74% | ₹2.09 Cr |
| Procter & Gamble Health Ltd | Healthcare | 2.74% | ₹2.09 Cr |
| Can Fin Homes Ltd | Financial | 2.79% | ₹2.09 Cr |
| Procter & Gamble Health Ltd | Healthcare | 2.79% | ₹2.08 Cr |
| Mtar Technologies Ltd | Industrials | 2.92% | ₹2.07 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.66% | ₹2.02 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.66% | ₹2.02 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.85% | ₹2.02 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 2.84% | ₹2.02 Cr |
| Greenpanel Industries Ltd | Materials | 2.83% | ₹1.99 Cr |
| Can Fin Homes Ltd | Financial | 2.60% | ₹1.98 Cr |
| Can Fin Homes Ltd | Financial | 2.60% | ₹1.98 Cr |
| Equitas Small Finance Bank Ltd | Financial | 3.12% | ₹1.98 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 3.11% | ₹1.97 Cr |
| Navin Fluorine International Ltd | Materials | 2.62% | ₹1.96 Cr |
| Can Fin Homes Ltd | Financial | 2.51% | ₹1.95 Cr |
| Can Fin Homes Ltd | Financial | 2.51% | ₹1.95 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.61% | ₹1.95 Cr |
| Procter & Gamble Health Ltd | Healthcare | 2.73% | ₹1.94 Cr |
| Navin Fluorine International Ltd | Materials | 2.59% | ₹1.93 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.57% | ₹1.92 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.45% | ₹1.90 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.45% | ₹1.90 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.54% | ₹1.89 Cr |
| Can Fin Homes Ltd | Financial | 2.69% | ₹1.89 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.52% | ₹1.88 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.66% | ₹1.87 Cr |
| Esab India Ltd | Industrials | 2.50% | ₹1.87 Cr |
| Jk Cement Ltd | Materials | 2.43% | ₹1.82 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.43% | ₹1.81 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.38% | ₹1.81 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.38% | ₹1.81 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.41% | ₹1.80 Cr |
| Mtar Technologies Ltd | Industrials | 2.35% | ₹1.79 Cr |
| Mtar Technologies Ltd | Industrials | 2.35% | ₹1.79 Cr |
| Procter & Gamble Health Ltd | Healthcare | 2.55% | ₹1.79 Cr |
| Can Fin Homes Ltd | Financial | 2.80% | ₹1.78 Cr |
| Sis Ltd | Industrials | 2.34% | ₹1.75 Cr |
| Procter & Gamble Health Ltd | Healthcare | 2.76% | ₹1.75 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.49% | ₹1.75 Cr |
| Esab India Ltd | Industrials | 2.28% | ₹1.73 Cr |
| Esab India Ltd | Industrials | 2.28% | ₹1.73 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.43% | ₹1.73 Cr |
| Can Fin Homes Ltd | Financial | 2.29% | ₹1.71 Cr |
| Mtar Technologies Ltd | Industrials | 2.29% | ₹1.71 Cr |
| Grindwell Norton Ltd | Materials | 2.20% | ₹1.71 Cr |
| Grindwell Norton Ltd | Materials | 2.20% | ₹1.71 Cr |
| Esab India Ltd | Industrials | 2.40% | ₹1.71 Cr |
| Sis Ltd | Industrials | 2.28% | ₹1.70 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.26% | ₹1.69 Cr |
| Brigade Enterprises Ltd | Real Estate | 2.18% | ₹1.69 Cr |
| Brigade Enterprises Ltd | Real Estate | 2.18% | ₹1.69 Cr |
| Esab India Ltd | Industrials | 2.40% | ₹1.69 Cr |
| Navin Fluorine International Ltd | Materials | 2.21% | ₹1.68 Cr |
| Navin Fluorine International Ltd | Materials | 2.21% | ₹1.68 Cr |
| Grindwell Norton Ltd | Materials | 2.39% | ₹1.68 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.24% | ₹1.68 Cr |
| Birlasoft Ltd | Technology | 2.24% | ₹1.68 Cr |
| Greenpanel Industries Ltd | Materials | 2.61% | ₹1.66 Cr |
| Jk Cement Ltd | Materials | 2.21% | ₹1.65 Cr |
| Sis Ltd | Industrials | 2.31% | ₹1.64 Cr |
| Jk Cement Ltd | Materials | 2.10% | ₹1.63 Cr |
| Jk Cement Ltd | Materials | 2.10% | ₹1.63 Cr |
| Sis Ltd | Industrials | 2.17% | ₹1.62 Cr |
| Sis Ltd | Industrials | 2.09% | ₹1.62 Cr |
| Sis Ltd | Industrials | 2.09% | ₹1.62 Cr |
| Zomato Ltd | Technology | 2.31% | ₹1.62 Cr |
| Birlasoft Ltd | Technology | 2.27% | ₹1.62 Cr |
| Can Fin Homes Ltd | Financial | 2.15% | ₹1.61 Cr |
| Grindwell Norton Ltd | Materials | 2.15% | ₹1.61 Cr |
| Sis Ltd | Industrials | 2.10% | ₹1.60 Cr |
| Sis Ltd | Industrials | 2.10% | ₹1.60 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 2.52% | ₹1.60 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.52% | ₹1.60 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.04% | ₹1.59 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.04% | ₹1.59 Cr |
| Grindwell Norton Ltd | Materials | 2.12% | ₹1.58 Cr |
| Grindwell Norton Ltd | Materials | 2.11% | ₹1.58 Cr |
| Esab India Ltd | Industrials | 2.10% | ₹1.58 Cr |
| Grindwell Norton Ltd | Materials | 2.06% | ₹1.57 Cr |
| Grindwell Norton Ltd | Materials | 2.06% | ₹1.57 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.09% | ₹1.56 Cr |
| Grindwell Norton Ltd | Materials | 2.20% | ₹1.56 Cr |
| Pvr Ltd | Consumer Discretionary | 2.01% | ₹1.56 Cr |
| Pvr Ltd | Consumer Discretionary | 2.01% | ₹1.56 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.01% | ₹1.53 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.01% | ₹1.53 Cr |
| Esab India Ltd | Industrials | 2.39% | ₹1.52 Cr |
| Esab India Ltd | Industrials | 2.03% | ₹1.51 Cr |
| Jk Cement Ltd | Materials | 1.98% | ₹1.51 Cr |
| Jk Cement Ltd | Materials | 1.98% | ₹1.51 Cr |
| Birlasoft Ltd | Technology | 2.15% | ₹1.51 Cr |
| Zomato Ltd | Technology | 2.38% | ₹1.51 Cr |
| Esab India Ltd | Industrials | 1.94% | ₹1.51 Cr |
| Esab India Ltd | Industrials | 1.94% | ₹1.51 Cr |
| Brigade Enterprises Ltd | Real Estate | 2.01% | ₹1.50 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.01% | ₹1.50 Cr |
| Sis Ltd | Industrials | 2.12% | ₹1.49 Cr |
| Jk Cement Ltd | Materials | 2.11% | ₹1.48 Cr |
| Birlasoft Ltd | Technology | 1.93% | ₹1.47 Cr |
| Birlasoft Ltd | Technology | 1.93% | ₹1.47 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.96% | ₹1.46 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.91% | ₹1.46 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.91% | ₹1.46 Cr |
| Jk Cement Ltd | Materials | 1.94% | ₹1.45 Cr |
| Jk Cement Ltd | Materials | 2.04% | ₹1.45 Cr |
| Pvr Ltd | Consumer Discretionary | 1.93% | ₹1.45 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.28% | ₹1.45 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.93% | ₹1.44 Cr |
| Birlasoft Ltd | Technology | 1.85% | ₹1.44 Cr |
| Birlasoft Ltd | Technology | 1.85% | ₹1.44 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 1.91% | ₹1.43 Cr |
| Birlasoft Ltd | Technology | 1.90% | ₹1.42 Cr |
| Pvr Ltd | Consumer Discretionary | 1.86% | ₹1.39 Cr |
| Pvr Ltd | Consumer Discretionary | 1.81% | ₹1.38 Cr |
| Pvr Ltd | Consumer Discretionary | 1.81% | ₹1.38 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 1.93% | ₹1.37 Cr |
| Grindwell Norton Ltd | Materials | 2.16% | ₹1.37 Cr |
| Sis Ltd | Industrials | 2.15% | ₹1.37 Cr |
| Birlasoft Ltd | Technology | 1.83% | ₹1.36 Cr |
| Rhi Magnesita India Ltd | Materials | 1.75% | ₹1.36 Cr |
| Rhi Magnesita India Ltd | Materials | 1.75% | ₹1.36 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 1.93% | ₹1.35 Cr |
| Rhi Magnesita India Ltd | Materials | 1.81% | ₹1.35 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.80% | ₹1.35 Cr |
| Jk Cement Ltd | Materials | 2.10% | ₹1.33 Cr |
| Rhi Magnesita India Ltd | Materials | 1.74% | ₹1.32 Cr |
| Rhi Magnesita India Ltd | Materials | 1.74% | ₹1.32 Cr |
| Pvr Ltd | Consumer Discretionary | 1.88% | ₹1.32 Cr |
| Pvr Ltd | Consumer Discretionary | 1.76% | ₹1.31 Cr |
| Kei Industries Ltd | Industrials | 1.85% | ₹1.31 Cr |
| Rhi Magnesita India Ltd | Materials | 1.75% | ₹1.31 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.73% | ₹1.29 Cr |
| Birlasoft Ltd | Technology | 2.03% | ₹1.29 Cr |
| Natco Pharma Ltd | Healthcare | 1.82% | ₹1.28 Cr |
| Rhi Magnesita India Ltd | Materials | 1.79% | ₹1.27 Cr |
| Natco Pharma Ltd | Healthcare | 1.99% | ₹1.26 Cr |
| Pvr Ltd | Consumer Discretionary | 1.77% | ₹1.26 Cr |
| Rhi Magnesita India Ltd | Materials | 1.69% | ₹1.26 Cr |
| Rhi Magnesita India Ltd | Materials | 1.76% | ₹1.24 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.72% | ₹1.23 Cr |
| R Systems International Ltd | Technology | 1.62% | ₹1.21 Cr |
| Pvr Ltd | Consumer Discretionary | 1.87% | ₹1.19 Cr |
| Natco Pharma Ltd | Healthcare | 1.57% | ₹1.17 Cr |
| Natco Pharma Ltd | Healthcare | 1.49% | ₹1.14 Cr |
| Natco Pharma Ltd | Healthcare | 1.49% | ₹1.14 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 1.78% | ₹1.13 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.61% | ₹1.13 Cr |
| R Systems International Ltd | Technology | 1.45% | ₹1.12 Cr |
| R Systems International Ltd | Technology | 1.45% | ₹1.12 Cr |
| Natco Pharma Ltd | Healthcare | 1.49% | ₹1.12 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.44% | ₹1.12 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.44% | ₹1.12 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.46% | ₹1.09 Cr |
| Natco Pharma Ltd | Healthcare | 1.52% | ₹1.08 Cr |
| Zomato Ltd | Technology | 1.51% | ₹1.07 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.40% | ₹1.07 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.40% | ₹1.07 Cr |
| R Systems International Ltd | Technology | 1.42% | ₹1.06 Cr |
| Natco Pharma Ltd | Healthcare | 1.37% | ₹1.06 Cr |
| Natco Pharma Ltd | Healthcare | 1.37% | ₹1.06 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.67% | ₹1.06 Cr |
| R Systems International Ltd | Technology | 1.41% | ₹1.05 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.41% | ₹1.05 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.41% | ₹1.05 Cr |
| R Systems International Ltd | Technology | 1.37% | ₹1.05 Cr |
| R Systems International Ltd | Technology | 1.37% | ₹1.05 Cr |
| Landmark Cars Ltd | Consumer Discretionary | 1.48% | ₹1.04 Cr |
| Tata Steel Ltd | Materials | 1.33% | ₹1.03 Cr |
| Tata Steel Ltd | Materials | 1.33% | ₹1.03 Cr |
| Natco Pharma Ltd | Healthcare | 1.38% | ₹1.03 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.37% | ₹1.02 Cr |
| Tata Steel Ltd | Materials | 1.36% | ₹1.02 Cr |
| Neogen Chemicals Ltd | Materials | 1.43% | ₹1.01 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.30% | ₹1.01 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.30% | ₹1.01 Cr |
| R Systems International Ltd | Technology | 1.40% | ₹1.00 Cr |
| Landmark Cars Ltd | Consumer Discretionary | 1.38% | ₹0.98 Cr |
| Rhi Magnesita India Ltd | Materials | 1.52% | ₹0.96 Cr |
| Tata Steel Ltd | Materials | 1.28% | ₹0.96 Cr |
| Tata Steel Ltd | Materials | 1.25% | ₹0.95 Cr |
| Tata Steel Ltd | Materials | 1.25% | ₹0.95 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 1.34% | ₹0.94 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.34% | ₹0.94 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.32% | ₹0.93 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.30% | ₹0.93 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.20% | ₹0.92 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.20% | ₹0.92 Cr |
| Landmark Cars Ltd | Consumer Discretionary | 1.44% | ₹0.91 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.43% | ₹0.90 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.21% | ₹0.90 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.25% | ₹0.89 Cr |
| Tata Steel Ltd | Materials | 1.17% | ₹0.87 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.10% | ₹0.86 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.10% | ₹0.86 Cr |
| Neogen Chemicals Ltd | Materials | 1.18% | ₹0.84 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.11% | ₹0.83 Cr |
| Neogen Chemicals Ltd | Materials | 1.09% | ₹0.81 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.28% | ₹0.81 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 1.22% | ₹0.78 Cr |
| Navin Fluorine International Ltd | Materials | 1.09% | ₹0.77 Cr |
| Eid-parry (india) Ltd | Materials | 1.03% | ₹0.77 Cr |
| Neogen Chemicals Ltd | Materials | 1.20% | ₹0.76 Cr |
| Eid-parry (india) Ltd | Materials | 1.00% | ₹0.76 Cr |
| Eid-parry (india) Ltd | Materials | 1.00% | ₹0.76 Cr |
| R Systems International Ltd | Technology | 1.08% | ₹0.76 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 1.01% | ₹0.76 Cr |
| Venus Pipes & Tubes Ltd | Industrials | 1.01% | ₹0.75 Cr |
| Navin Fluorine International Ltd | Materials | 1.00% | ₹0.75 Cr |
| Landmark Cars Ltd | Consumer Discretionary | 0.99% | ₹0.74 Cr |
| Zomato Ltd | Technology | 0.97% | ₹0.72 Cr |
| Venus Pipes & Tubes Ltd | Industrials | 1.02% | ₹0.72 Cr |
| Aavas Financiers Ltd | Financial | 1.02% | ₹0.72 Cr |
| Eid-parry (india) Ltd | Materials | 0.96% | ₹0.68 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 0.95% | ₹0.68 Cr |
| Venus Pipes & Tubes Ltd | Industrials | 0.93% | ₹0.66 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 0.84% | ₹0.64 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 0.84% | ₹0.64 Cr |
| Eid-parry (india) Ltd | Materials | 0.91% | ₹0.64 Cr |
| R Systems International Ltd | Technology | 0.97% | ₹0.61 Cr |
| Century Plyboards (india) Ltd | Materials | 0.81% | ₹0.61 Cr |
| Aavas Financiers Ltd | Financial | 0.95% | ₹0.60 Cr |
| Cash/net Current Assets | Unspecified | 0.85% | ₹0.60 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 0.94% | ₹0.60 Cr |
| Century Plyboards (india) Ltd | Materials | 0.80% | ₹0.60 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 0.80% | ₹0.60 Cr |
| Century Plyboards (india) Ltd | Materials | 0.83% | ₹0.59 Cr |
| Century Plyboards (india) Ltd | Materials | 0.77% | ₹0.59 Cr |
| Century Plyboards (india) Ltd | Materials | 0.77% | ₹0.59 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.76% | ₹0.59 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.76% | ₹0.59 Cr |
| Venus Pipes & Tubes Ltd | Industrials | 0.91% | ₹0.58 Cr |
| Eid-parry (india) Ltd | Materials | 0.91% | ₹0.57 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.75% | ₹0.56 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 0.73% | ₹0.56 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 0.73% | ₹0.56 Cr |
| Century Plyboards (india) Ltd | Materials | 0.71% | ₹0.55 Cr |
| Century Plyboards (india) Ltd | Materials | 0.71% | ₹0.55 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.72% | ₹0.55 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.72% | ₹0.55 Cr |
| Century Plyboards (india) Ltd | Materials | 0.73% | ₹0.55 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 0.77% | ₹0.54 Cr |
| Century Plyboards (india) Ltd | Materials | 0.77% | ₹0.54 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.71% | ₹0.53 Cr |
| Century Plyboards (india) Ltd | Materials | 0.81% | ₹0.51 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.67% | ₹0.50 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 0.68% | ₹0.48 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.66% | ₹0.47 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.66% | ₹0.47 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.72% | ₹0.46 Cr |
| Mm Forgings Ltd | Materials | 0.38% | ₹0.29 Cr |
| Mm Forgings Ltd | Materials | 0.38% | ₹0.29 Cr |
| Mm Forgings Ltd | Materials | 0.37% | ₹0.28 Cr |
| Mm Forgings Ltd | Materials | 0.37% | ₹0.27 Cr |
| Mm Forgings Ltd | Materials | 0.35% | ₹0.27 Cr |
| Mm Forgings Ltd | Materials | 0.35% | ₹0.27 Cr |
| Venus Pipes & Tubes Ltd | Industrials | 0.30% | ₹0.23 Cr |
| Venus Pipes & Tubes Ltd | Industrials | 0.30% | ₹0.23 Cr |
| Net Payables | Unspecified | -0.01% | ₹-0.01 Cr |
| Net Payables | Unspecified | -0.03% | ₹-0.02 Cr |
| Net Payables | Unspecified | -0.05% | ₹-0.04 Cr |
| Net Payables | Unspecified | -0.15% | ₹-0.11 Cr |
| Net Payables | Unspecified | -0.15% | ₹-0.11 Cr |
| Net Payables | Unspecified | -0.19% | ₹-0.13 Cr |
| Net Payables | Unspecified | -1.32% | ₹-1.00 Cr |
| Net Payables | Unspecified | -1.32% | ₹-1.00 Cr |
| Net Payables | Unspecified | -2.13% | ₹-1.59 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Sundaram Long Term Tax Advantage Fund Series Iii Direct-growth |
₹30.72 | 19.98% | 23.46% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Direct-idcw |
₹29.25 | 19.98% | 23.46% | - |
| Sundaram Long Term Tax Advantage Fund Series Iv Direct-growth |
₹35.19 | 20.10% | 23.37% | - |
| Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw |
₹32.33 | 20.10% | 23.37% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth |
₹29.71 | 19.70% | 23.18% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw |
₹28.25 | 19.70% | 23.18% | - |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-growth |
₹28.81 | 19.10% | 23.12% | - |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw |
₹27.88 | 19.10% | 23.12% | - |
| Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth |
₹34.46 | 19.85% | 23.11% | - |
| Sundaram Long Term Tax Advantage Fund Series Iv Regular-idcw |
₹31.62 | 19.85% | 23.11% | - |
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
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Please consult your financial advisor for an informed decision.
Past performance may not be indicative of future results.
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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.





