Nav: ₹ 29.3006 ↑ 1.26%
[as on 1 October, 2025]
Nav chart with SMA (Simple moving average) overlay
SMA (Simple Moving Average)
Returns
| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|
| Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan - Growth | -0.03% | 1.26% | 1.26% | 0.99% | -2.99% | -5.19% | 18.88% | 30.86% | 18.7% | - |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|
| 95.01% |
0.00% (Arbitrage: 0.00%) |
0.00% |
0.00% |
4.99% |
Equity
| Name | Sector | Weight % |
|---|
| Safari Industries (India) Ltd | Consumer Durables | 6.00% |
| Aster DM Healthcare Ltd | Healthcare Services | 5.81% |
| Affle (India) Ltd | It - Services | 4.91% |
| Sapphire Foods India Ltd | Leisure Services | 4.53% |
| Angel One Ltd | Capital Markets | 3.97% |
| KSB LTD | Industrial Products | 3.81% |
| CSB Bank Ltd | Banks | 3.76% |
| Multi Commodity Exchange of India Ltd | Capital Markets | 3.66% |
| Green Panel Industries Ltd | Consumer Durables | 3.62% |
| Ujjivan Small Finance Bank Ltd | Banks | 3.53% |
| Navin Fluorine International Ltd | Chemicals & Petrochemicals | 3.24% |
| KEI Industries Ltd | Industrial Products | 3.22% |
| Procter & Gamble Health Ltd | Pharmaceuticals & Biotechnology | 3.10% |
| JK Cement Ltd | Cement & Cement Products | 3.09% |
| Equitas Small Finance Bank Limited | Banks | 2.68% |
| Kalpataru Projects International Ltd | Construction | 2.54% |
| TVS Holdings Ltd | Finance | 2.34% |
| SIS Ltd | Other Consumer Services | 2.33% |
| Rate Gain Travel Technologies Ltd | It - Software | 2.27% |
| Can Fin Homes Ltd | Finance | 2.18% |
| ESAB India Ltd | Industrial Products | 2.12% |
| Grindwell Norton Ltd | Industrial Products | 1.99% |
| Cholamandalam Financial Holdings Ltd | Finance | 1.98% |
| PVR INOX Ltd | Entertainment | 1.92% |
| Birlasoft Ltd | It - Software | 1.91% |
| Westlife Foodworld Ltd | Leisure Services | 1.87% |
| RHI Magnesita India Ltd | Industrial Products | 1.84% |
| Brigade Enterprises Ltd | Realty | 1.81% |
| R Systems International Ltd | It - Services | 1.61% |
| Natco Pharma Ltd | Pharmaceuticals & Biotechnology | 1.50% |
| Ganesha Ecosphere Ltd | Textiles & Apparels | 1.47% |
| Shivalik Bimetal Controls Ltd | Industrial Products | 1.36% |
| Tata Steel Ltd | Ferrous Metals | 1.13% |
| Butterfly Gandhimathi Appliances Ltd | Consumer Durables | 0.79% |
| Century Plyboards (India) Ltd | Consumer Durables | 0.73% |
| MM Forgings Ltd | Auto Components | 0.39% |
Debt
Portfolio data is as on date 31 August, 2025
FAQ (Frequently asked questions)
What is latest/current NAV/price of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan - Growth?
The latest NAV of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan - Growth is 29.3006 as on 1 October, 2025.
What are YTD (year to date) returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan - Growth?
The YTD (year to date) returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan - Growth are -0.03% as on 1 October, 2025.
What are 1 year returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan - Growth?
The 1 year returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan - Growth are -5.19% as on 1 October, 2025.
What are 3 year CAGR returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan - Growth?
The 3 year annualized returns (CAGR) of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan - Growth are 18.88% as on 1 October, 2025.
What are 5 year CAGR returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan - Growth?
The 5 year annualized returns (CAGR) of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan - Growth are 30.86% as on 1 October, 2025.
