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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 · 1.23%Inception · 05-07-2017
NAV
₹NaN
0.00% · as of
Since inception
0.00%
CAGR
Benchmark (inception)
15.20%
CAGR
Fund size
₹31 Cr
AUM
Expense ratio
1.23%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +0.00% CAGR vs benchmark +15.20%.
Portfolio
Where the money is invested
Top holdings
ASTER DM HEALTHCARE LIMITED EQ7.12%
MTAR TECHNOLOGIES LIMITED EQ6.86%
KSB Limited4.65%
UJJIVAN SMALL FINANCE BANK LIMITED EQ4.01%
AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/-3.95%
RATEGAIN TRAVEL TECHNOLOGIES LIMITED EQ NEW FV RE .1/-3.75%
Angel One Limited3.48%
EQUITAS SMALL FINANCE BANK LIMITED EQ3.38%
SAFARI INDUSTRIES (INDIA) LIMITED EQ NEW FV RS. 2/-3.36%
CSB BANK LIMITED EQ3.34%
Sector allocation
Financial Services24.28%
Capital Goods21.89%
Healthcare11.78%
Information Technology9.88%
Consumer Durables8.26%
Consumer Services5.96%
Construction2.62%
Services2.56%
Realty2.18%
Construction Materials2.16%
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
R
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
₹397.61
1Y
+7.6%
3Y
+12.9%
5Y
+11.8%
Motilal Oswal ELSS Tax Saver Fund Reg Gr
₹55.88
1Y
+6.4%
3Y
+18.9%
5Y
+15.0%
JM ELSS Tax Saver Fund Reg Gr
₹50.84
1Y
+3.3%
3Y
+13.7%
5Y
+11.0%
Bank Of India ELSS Tax Saver Eco Gr
₹173.15
1Y
+1.5%
3Y
+10.5%
5Y
+8.6%
HSBC ELSS Tax Saver Fund Reg Gr
₹137.06
1Y
+1.3%
3Y
+14.1%
5Y
+10.5%
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