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

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NAV: ₹ 28.6431 ↑ 0.86%
[as on 3 November, 2026]

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Returns

CAGR returns till date

CAGR returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth and its peers as on 3 November, 2026
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth -1.49% 0.86% 0.92% -4.9% -9.35% -3.68% 8.17% 12.25% 19.98%-
Parag Parikh ELSS Tax Saver Fund- Regular Growth -9.71% 0.92% 2.36% 3.17% -4.64% -9.6% 7.9% 9.19% 15.02%-
SBI ELSS Tax Saver FUND - REGULAR PLAN- GROWTH -8.38% 1.11% 3.5% 2.79% -6.3% -7.12% 12.82% 12.64% 16.42% 13.41%
SBI TAX ADVANTAGE FUND - SERIES I - GROWTH -5.8% 0.07% 0.28% -2.32% -5.52% 10.53% 7.52% 20.16% 14.02% 11.35%
SBI TAX ADVANTAGE FUND - SERIES II - GROWTH -2.27% 0.04% -0.13% 1.01% -2.02% 33.59% 32.05% 22.31% 19.57%-
SBI Tax Advantage Fund - Series III - Regular Plan - Growth 0.78% 0.01% 0.1% -0.11% 0.44% 31.53% 21.82% 26.83% 22.05%-

Discrete returns (yearly)

Year2016201720182019202020212022202320242025
Returns-- -29.26% -11.94% 19.56% 73.58% 4.29% 48.74% 13.56% 1.38%

Discrete returns (monthly)

MonthJan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026Sep 2026Oct 2026
Returns -4.83% -3.07% -9.66% 14.04% 0.04% 4.74% -0.57% 0.7% -2.2% -5.71%

Returns from spefic dates

DescriptionCAGR returns from 18 Oct 2021 (Nifty 50 2021 high)CAGR returns from 26 Sep 2024 (Nifty 50 2024 high)
Returns 11.53% -2.17%

Portfolio

Asset allocation

EquityDebtRealestateCommoditiesCash & Equivalents
95.67% 0.00% (Arbitrage: 0.00%) 0.00% 0.00% 4.33%

Equity

NameSymbol / ISINSectorWeight %Other links
Aster DM Healthcare LtdASTERDM (INE914M01019)Healthcare Services6.89%
MTAR Technologies LtdMTARTECH (INE864I01014)Electrical Equipment6.33%
Angel One LtdANGELONE (INE732I01021)Capital Markets4.70%
Ujjivan Small Finance Bank LtdUJJIVANSFB (INE551W01018)Banks4.39%
Safari Industries (India) LtdSAFARI (INE429E01023)Consumer Durables3.99%
Rate Gain Travel Technologies LtdRATEGAIN (INE0CLI01024)It - Software3.93%
Affle (India) LtdAFFLE (INE00WC01027)It - Services3.89%
Equitas Small Finance Bank LimitedEQUITASBNK (INE063P01018)Banks3.72%
KSB LTDKSB (INE999A01023)Industrial Products3.51%
CSB Bank LtdCSBBANK (INE679A01013)Banks3.37%
Sapphire Foods India LtdSAPPHIRE (INE806T01020)Leisure Services3.06%
Green Panel Industries LtdGREENPANEL (INE08ZM01014)Consumer Durables2.97%
Brigade Enterprises LtdBRIGADE (INE791I01019)Realty2.93%
Eternal Ltd (Previously Zomato Ltd)ETERNAL (INE758T01015)Retailing2.76%
Kalpataru Projects International LtdKPIL (INE220B01022)Construction2.70%
Procter & Gamble Health LtdPGHL (INE199A01012)Pharmaceuticals & Biotechnology2.65%
SIS LtdSIS (INE285J01028)Other Consumer Services2.62%
TVS Holdings LtdTVSHLTD (INE105A01035)Finance2.46%
ESAB India LtdESABINDIA (INE284A01012)Industrial Products2.38%
Can Fin Homes LtdCANFINHOME (INE477A01020)Finance2.28%
JK Cement LtdJKCEMENT (INE823G01014)Cement & Cement Products2.16%
Grindwell Norton LtdGRINDWELL (INE536A01023)Industrial Products1.86%
Landmark Cars LtdLANDMARK (INE559R01029)Automobiles1.66%
Cholamandalam Financial Holdings LtdCHOLAHLDNG (INE149A01033)Finance1.61%
Birlasoft LtdBSOFT (INE836A01035)It - Software1.43%
Westlife Foodworld LtdWESTLIFE (INE274F01020)Leisure Services1.41%
Natco Pharma LtdNATCOPHARM (INE987B01026)Pharmaceuticals & Biotechnology1.38%
RHI Magnesita India LtdRHIM (INE743M01012)Industrial Products1.36%
Venus Pipes & Tubes LtdVENUSPIPES (INE0JA001018)Industrial Products1.36%
EID Parry India LtdEIDPARRY (INE126A01031)Food Products1.29%
Amber Enterprises India LtdAMBER (INE371P01015)Consumer Durables1.14%
Shivalik Bimetal Controls LtdSBCL (INE386D01027)Industrial Products1.13%
Interglobe Aviation LtdINDIGO (INE646L01027)Transport Services1.01%
Elecon Engineering Company LtdELECON (INE205B01031)Electrical Equipment1.00%
Granules India LtdGRANULES (INE101D01020)Pharmaceuticals & Biotechnology0.99%
Ganesha Ecosphere LtdGANECOS (INE845D01014)Textiles & Apparels0.91%
Aavas Financiers LtdAAVAS (INE216P01012)Finance0.91%
R Systems International LtdRSYSTEMS (INE411H01032)It - Services0.81%
Century Plyboards (India) LtdCENTURYPLY (INE348B01021)Consumer Durables0.70%

Debt

NameIsinRatingWeight %Yield
Portfolio data is as on date 31 August, 2026

NAV history

Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth - 30 days NAV (Net asset value) history

DateNAV% change
3 November, 202628.6431 0.86%
2 November, 202628.3995 0.91%
30 October, 202628.1437 -2.13%
29 October, 202628.7572 0.8%
28 October, 202628.5276 0.51%
27 October, 202628.3833 1.68%
26 October, 202627.9131 0.24%
23 October, 202627.8460 -2.2%
22 October, 202628.4731 -0.69%
21 October, 202628.6703 -2.15%
19 October, 202629.2992 -0.94%
16 October, 202629.5781 -0.5%
15 October, 202629.7275 -1.12%
14 October, 202630.0644 0.04%
13 October, 202630.0529 0.78%
12 October, 202629.8194 0.21%
9 October, 202629.7562 0.46%
8 October, 202629.6200 -2.33%
7 October, 202630.3272 -0.03%
6 October, 202630.3357 0.73%
5 October, 202630.1153 -0.01%
1 October, 202630.1193 -1.36%
30 September, 202630.5335 0.29%
29 September, 202630.4447 0.25%
28 September, 202630.3690 -1.18%
25 September, 202630.7313 -0.47%
24 September, 202630.8763 -1.67%
23 September, 202631.4017 0.64%
22 September, 202631.2026 0.26%
21 September, 202631.1222

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth?
    The latest NAV of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth is 28.6431 as on 3 November, 2026.
  • What are YTD (year to date) returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth?
    The YTD (year to date) returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth are -1.49% as on 3 November, 2026.
  • What are 1 year returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth?
    The 1 year returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth are -3.68% as on 3 November, 2026.
  • What are 3 year CAGR returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth?
    The 3 year annualized returns (CAGR) of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth are 8.17% as on 3 November, 2026.
  • What are 5 year CAGR returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth?
    The 5 year annualized returns (CAGR) of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth are 12.25% as on 3 November, 2026.
  • What are top 10 holdings of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth?
    Top 10 holdings of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth are:
    • Aster DM Healthcare Ltd
    • MTAR Technologies Ltd
    • Angel One Ltd
    • Ujjivan Small Finance Bank Ltd
    • Safari Industries (India) Ltd
    • Rate Gain Travel Technologies Ltd
    • Affle (India) Ltd
    • Equitas Small Finance Bank Limited
    • KSB LTD
    • CSB Bank Ltd
    • Sapphire Foods India Ltd
  • What is LTCG (Long term capital gain) and STCG (Short term capital gain) tax for Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth?
    Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth is equity oriented mutual fund. Various capital gain taxes are applicable as below (Effective for redemption after July 23, 2024 and from FY 2024-25)
    Holding periodTax rate
    Less than 1 year (STCG)20%
    More than 1 year (LTCG)Tax free upto Rs. 1.25 lakhs. 12.5% on rest amount.