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Sundaram Mutual Fund · Equity: ELSS
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Plan - Growth
The scheme seeks to generate capital appreciation over a period of ten years by predominantly investing in equity and equity-related instruments of companies that can be termed as micro-cap and from income tax benefit available.
EquityBenchmark · NIFTY SMALLCAP 100 TRITER · 1.17%Inception · 05-07-2017
NAV
₹NaN
0.00% · as of
Since inception
0.00%
CAGR
Benchmark (inception)
15.12%
CAGR
Fund size
₹31 Cr
AUM
Expense ratio
1.17%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +0.00% CAGR vs benchmark +15.12%.
Portfolio
Where the money is invested
Top holdings
ASTER DM HEALTHCARE LIMITED EQ7.44%
TREPS5.33%
AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/-4.93%
KSB Limited4.73%
UJJIVAN SMALL FINANCE BANK LIMITED EQ4.19%
CSB BANK LIMITED EQ4.09%
Angel One Limited3.90%
MTAR TECHNOLOGIES LIMITED EQ3.81%
SAFARI INDUSTRIES (INDIA) LIMITED EQ NEW FV RS. 2/-3.68%
CAN FIN HOMES LIMITED EQ NEW FV RS. 2/-3.27%
Sector allocation
Financial Services25.74%
Capital Goods16.14%
Healthcare12.30%
Information Technology10.09%
Consumer Durables9.06%
Consumer Services6.39%
Construction2.47%
Construction Materials2.47%
Services2.12%
Chemicals2.09%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 12.0% p.a.₹10,000
10 years
Projected value
₹23,23,391
Invested: ₹12,00,000
Gained: ₹11,23,391
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
D
Dwijendra Srivastava, Sudhir Kedia, Rohit Seksaria
Manager since fund inception data not available
ISIN & identifiers
AMFI code
141139
ISIN (Growth)
INF903JA1930
ISIN (Div Re-inv)
—
Status
Close Ended Schemes
Peers
Other Equity: ELSS funds
Quant ELSS Tax Saver Gr
₹398.68
1Y
+11.5%
3Y
+18.2%
5Y
+16.3%
Motilal Oswal ELSS Tax Saver Fund Reg Gr
₹53.54
1Y
+4.0%
3Y
+22.5%
5Y
+18.3%
Edelweiss ELSS Tax Saver Reg Gr
₹111.47
1Y
+3.3%
3Y
+14.2%
5Y
+12.6%
Tata ELSS FundGrReg Plan
₹45.03
1Y
+3.1%
3Y
+14.7%
5Y
+13.2%
BARODA BNP PARIBAS ELSS Tax Saver Gr
₹95.97
1Y
+2.8%
3Y
+16.6%
5Y
+12.6%
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