Mutual Fund
Mutual Fund

Scheme Snapshot
GO

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

Fund : Sundaram Mutual Fund
Category : Equity - ELSS
Type : Closed Ended
NAV(07/08/2026) 32.7658
Percentage Returns :
1 Month Ago : 1.37%
3 Months Ago : 4.01%
1 Year Ago : 12.2%
Snapshot
Inception Date 27/09/2016 Fund Manager Mr. Rohit Seksaria
Initial Price 10.00 Min. Invest. ₹ 500
Objectives the investment objective of the scheme is 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. For the purpose investment by the scheme `micro cap' stock is defined as one whose market cap is equal to or lower than the 301st Stock by market cap (after sorting the securities in the descending order of market capitalization) on the National Stock exchange of India limited, Mumbai, at the time of investment.
Entry Load Nil
Exit Load Nil
Scheme Plan Growth
Scheme Class Equity - ELSS
Scheme Type Closed Ended
Trailing Returns
Type 1 Mth(in %) 3 Mths(in %) 1 Yr(in %) 3 Yrs(in %)
Scheme1.63.8411.4315.5
Category1.963.495.9745.73
Sensex0.40.84-2.635.98
Nifty0.71-0.17.83
NAV Chart
Other Options
OptionsNAV(₹)
Growth29.5000 (07/08/2026)
IDCW28.5099 (07/08/2026)
Scheme Size
Holding DateValue (₹ Cr)
30/06/202637.07
31/05/202636.23
30/04/202636.60
31/03/202630.91
28/02/202633.85
Mutual Fund
Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah,, Chennai (Madras), Tamil Nadu, India - 600014
Email : ajithk@sundarammutual.com
Web : https://www.sundarammutual.com
Registrar
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