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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)
15.36%
CAGR
Fund size
₹31 Cr
AUM
Expense ratio
1.17%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +0.00% CAGR vs benchmark +15.36%.
Portfolio
Where the money is invested
Top holdings
MTAR TECHNOLOGIES LIMITED EQ7.31%
ASTER DM HEALTHCARE LIMITED EQ6.82%
AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/-4.19%
KSB Limited3.95%
UJJIVAN SMALL FINANCE BANK LIMITED EQ3.80%
Angel One Limited3.66%
CSB BANK LIMITED EQ3.57%
TREPS3.54%
SAFARI INDUSTRIES (INDIA) LIMITED EQ NEW FV RS. 2/-3.26%
EQUITAS SMALL FINANCE BANK LIMITED EQ3.24%
Sector allocation
Financial Services24.28%
Capital Goods21.71%
Healthcare11.63%
Information Technology9.91%
Consumer Durables8.31%
Consumer Services5.93%
Construction2.57%
Services2.56%
Chemicals2.42%
Construction Materials2.12%
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 Reg Plan
₹405.42
1Y
+9.8%
3Y
+16.4%
5Y
+14.9%
Motilal Oswal ELSS Tax Saver Fund Reg Gr
₹55.61
1Y
+4.4%
3Y
+21.4%
5Y
+17.2%
Tata ELSS FundGrReg Plan
₹46.51
1Y
+3.7%
3Y
+13.2%
5Y
+12.8%
Baroda BNP Paribas ELSS Tax Saver Gr
₹99.03
1Y
+3.4%
3Y
+15.2%
5Y
+11.9%
Edelweiss ELSS Tax Saver Reg Gr
₹115.07
1Y
+3.4%
3Y
+13.3%
5Y
+11.8%
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