Mutual Fund Details

Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct - Growth

Tax Saver ELSS

NAV

₹32.3319

as on 03 Jul 2026, 10:50 PM

₹-0.0815(0.25%)

Last Change

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Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹1,58,527

₹1,59,075

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹59,075

Profit (absolute return)

59.08%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 1 month

5.81%

In the last 3 months

21.19%

In the last 6 months

8.52%

In the last 1 year

7.72%

In the last 3 years

59.08%

In the last 5 years

134.88%

In the last 10 years

Absolute Returns

CAGR

Scheme Riskometer

low

low to moderate

moderate

moderately high

high

very high

Investors understand that their principal will be at very high risk

Scheme Information

Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct - Growth

as of 31 May 2026, 05:30 AM

₹36.16 Cr

Scheme Asset Size

Fund Type

Closed-End

Exit Load

No charges on withdrawal

1.07%

Expense Ratio

Plan

Growth

3.45%

Cash Holding

Benchmark

NIFTY Smallcap 100 Total Return Index

Scheme Document

View

Benchmark

NIFTY Smallcap 100 Total Return Index

Exit Load

No charges on withdrawal

Scheme Document

View

Sectors Holding in this Mutual Fund

as on31 May 2026

Sort By

Value

Sector

Financial

21.95%

₹7.94 Cr

Capital Goods

20.80%

₹7.52 Cr

Healthcare

11.41%

₹4.12 Cr

Services

11.12%

₹4.02 Cr

Technology

9.38%

₹3.39 Cr

Others

25.33%

₹9.16 Cr

View All

Sectors Holding in this Mutual Fund

as on31 May 2026

Sort By

Value

Sector

Financial

21.95%

₹7.94 Cr

Capital Goods

20.80%

₹7.52 Cr

Healthcare

11.41%

₹4.12 Cr

Services

11.12%

₹4.02 Cr

Technology

9.38%

₹3.39 Cr

Others

25.33%

₹9.16 Cr

View All

Companies Holding in this Mutual Fund

as on31 May 2026

Sort By

Value

Company

MTAR Technologies Ltd.

7.28%

₹2.63 Cr

Aster DM Healthcare Ltd.

6.83%

₹2.47 Cr

Angel One Ltd.

5.68%

₹2.05 Cr

Safari Industries (India) Ltd.

4.09%

₹1.48 Cr

Ujjivan Small Finance Bank Ltd.

3.89%

₹1.41 Cr

Others

72.23%

₹26.12 Cr

View All

Companies Holding in this Mutual Fund

as on31 May 2026

Sort By

Value

Company

MTAR Technologies Ltd.

7.28%

₹2.63 Cr

Aster DM Healthcare Ltd.

6.83%

₹2.47 Cr

Angel One Ltd.

5.68%

₹2.05 Cr

Safari Industries (India) Ltd.

4.09%

₹1.48 Cr

Ujjivan Small Finance Bank Ltd.

3.89%

₹1.41 Cr

Others

72.23%

₹26.12 Cr

View All

Funds in this Category

This fund's returns:

16.45%

Return Duration

3 Years

Motilal Oswal ELSS Tax Saver Fund Direct-Growth

ITI ELSS Tax Saver Fund Direct - Growth

WhiteOak Capital ELSS Tax Saver Fund Direct - Growth

AboutSundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct - Growth

Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct - Growth is aTax Saver mutual fund scheme fromSundaram Mutual Fund. This scheme was launched onInvalid date. It has an AUM of ₹36.16 Crores and the latest NAV decalared is ₹32.332 as on04 Jul 2026 at3:46 pm.

Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct - Growth scheme return performance in last 1 year is 7.72%, in last 3 years is 59.08% and 222.74% since scheme launch.

Scheme Details

AUM:	₹36.16 Cr
Category:	Equity: ELSS
Launch Date:	Invalid date
Fund Type:	Closed-End

About Fund Category

Having a statutory lock-in period of 3 years, ELSS Funds enable long term wealth accumulation along with the benefit of tax saving. Investing in ELSS Funds makes you eligible to claim a tax deduction of up to Rs 1.5 lakh under Section 80C of the Income Tax Act 1961.