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- Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-growth
Fund Overview of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-growth
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₹30.7 CrAUM
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₹30.49NAV
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1.17%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 V Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 22.10% | NA | 2.82% |
| 6 Months | 10.55% | NA | 12.04% |
| 1 Year | 9.27% | 9.27% | -0.22% |
| 2 Years | 11.43% | 5.56% | 19.10% |
| 3 Years | 59.92% | 16.94% | 18.55% |
| 5 Years | 139.17% | 19.05% | 21.70% |
| 7 Years | 262.55% | 20.20% | NA |
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Asset Allocation
equities
96.56%other assets or cash equivalents
3.44%Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-growth 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 ₹30.7 crore as on Sun May 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-growth
The portfolio allocation consists of 96.56% in equities, 3.44% in other assets or cash equivalents.Managed by Dwijendra Srivastava, it has delivered a return of 9.27% in the last year, a total return since inception of 13.26%.
When evaluating long-term investments savvy investors also consider best sip investment based on investment horizon.
Key Metrics of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-growth
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Standard Deviation19.46%
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Sharpe Ratio0.61%
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Alpha3.20%
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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
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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 | 7.31% | ₹2.24 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.82% | ₹2.09 Cr |
| Affle (india) Ltd | Industrials | 4.19% | ₹1.29 Cr |
| Ksb Ltd | Industrials | 3.95% | ₹1.21 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 3.80% | ₹1.17 Cr |
| Angel One Ltd | Financial | 3.66% | ₹1.12 Cr |
| Csb Bank Ltd | Financial | 3.57% | ₹1.10 Cr |
| Repo | Unspecified | 3.54% | ₹1.08 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 3.26% | ₹1.00 Cr |
| Equitas Small Finance Bank Ltd | Financial | 3.24% | ₹0.99 Cr |
| Rategain Travel Technologies Ltd | Technology | 3.21% | ₹0.98 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.11% | ₹0.95 Cr |
| Can Fin Homes Ltd | Financial | 2.89% | ₹0.89 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.66% | ₹0.81 Cr |
| Esab India Ltd | Industrials | 2.59% | ₹0.80 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.57% | ₹0.79 Cr |
| Sis Ltd | Industrials | 2.56% | ₹0.79 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 2.54% | ₹0.78 Cr |
| Greenpanel Industries Ltd | Materials | 2.39% | ₹0.73 Cr |
| Zomato Ltd | Technology | 2.20% | ₹0.67 Cr |
| Jk Cement Ltd | Materials | 2.12% | ₹0.65 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 2.03% | ₹0.62 Cr |
| Pvr Ltd | Consumer Discretionary | 1.84% | ₹0.56 Cr |
| Grindwell Norton Ltd | Materials | 1.82% | ₹0.56 Cr |
| Pnb Housing Finance Ltd | Financial | 1.76% | ₹0.54 Cr |
| Natco Pharma Ltd | Healthcare | 1.70% | ₹0.52 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 1.70% | ₹0.52 Cr |
| Neogen Chemicals Ltd | Materials | 1.69% | ₹0.52 Cr |
| Birlasoft Ltd | Technology | 1.61% | ₹0.49 Cr |
| Rhi Magnesita India Ltd | Materials | 1.54% | ₹0.47 Cr |
| Elecon Engineering Company Ltd | Industrials | 1.28% | ₹0.39 Cr |
| Landmark Cars Ltd | Consumer Discretionary | 1.27% | ₹0.39 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 1.20% | ₹0.37 Cr |
| Venus Pipes & Tubes Ltd | Industrials | 1.19% | ₹0.36 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.19% | ₹0.36 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.19% | ₹0.36 Cr |
| Aavas Financiers Ltd | Financial | 1.00% | ₹0.31 Cr |
| R Systems International Ltd | Technology | 0.90% | ₹0.28 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 0.83% | ₹0.26 Cr |
| Century Plyboards (india) Ltd | Materials | 0.76% | ₹0.23 Cr |
| Eid-parry (india) Ltd | Materials | 0.73% | ₹0.23 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.70% | ₹0.21 Cr |
| Net Payables | Unspecified | -0.09% | ₹-0.03 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 V Regular-growth
What is the current AUM of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-growth?
As of Sun May 31, 2026, Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-growth manages assets worth ₹30.7 crore
How has Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-growth performed recently?
- 3 Months: 22.10%
- 6 Months: 10.55%
What is the long-term performance of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-growth?
- 3 Years CAGR: 16.94%
- 5 Years CAGR: 19.05%
- Since Inception: 13.26%
What is the portfolio composition of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-growth?
Equity: 96.56%, Others: 3.44%.
Who manages Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-growth?
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-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 V Regular-growth?
Large Cap: 2.28%, Mid Cap: 3.95%, Small Cap: 93.78%.
Which are the top companies Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-growth has invested in?
- MTAR Technologies Ltd – 7.31% of the fund's portfolio
- Aster DM Healthcare Ltd – 6.82% of the fund's portfolio
- Affle (India) Ltd – 4.19% of the fund's portfolio
- KSB Ltd – 3.95% of the fund's portfolio
- Ujjivan Small Finance Bank Ltd – 3.80% of the fund's portfolio
Which are the major sectors Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-growth focuses on?
- Industrials – 27.69% of the fund's portfolio
- Financial – 21.62% of the fund's portfolio
- Consumer Discretionary – 15.48% of the fund's portfolio
- Healthcare – 11.62% of the fund's portfolio
- Materials – 11.05% of the fund's portfolio
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