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

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NAV: ₹ 30.1956 ↑ 0.81%
[as on 20 October, 2025]

NAV chart with SMA (Simple moving average) overlay

SMA (Simple Moving Average)

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Returns

NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan - Growth 3.03% 0.81% 1.6% 0.24% -1.02% -1.88% 19.78% 31.63% 19.58%-

Portfolio

Asset allocation

EquityDebtRealestateCommoditiesCash & Equivalents
95.37% 0.00% (Arbitrage: 0.00%) 0.00% 0.00% 4.63%

Equity

NameSectorWeight %
Safari Industries (India) LtdConsumer Durables6.10%
Aster DM Healthcare LtdHealthcare Services6.03%
Affle (India) LtdIt - Services5.00%
Sapphire Foods India LtdLeisure Services4.05%
Multi Commodity Exchange of India LtdCapital Markets3.85%
CSB Bank LtdBanks3.84%
Angel One LtdCapital Markets3.82%
Ujjivan Small Finance Bank LtdBanks3.82%
KSB LTDIndustrial Products3.77%
Green Panel Industries LtdConsumer Durables3.61%
KEI Industries LtdIndustrial Products3.42%
Navin Fluorine International LtdChemicals & Petrochemicals3.18%
Procter & Gamble Health LtdPharmaceuticals & Biotechnology3.06%
Equitas Small Finance Bank LimitedBanks3.04%
Rate Gain Travel Technologies LtdIt - Software2.85%
JK Cement LtdCement & Cement Products2.79%
Kalpataru Projects International LtdConstruction2.55%
TVS Holdings LtdFinance2.51%
Can Fin Homes LtdFinance2.31%
SIS LtdOther Consumer Services2.26%
Cholamandalam Financial Holdings LtdFinance2.15%
ESAB India LtdIndustrial Products2.02%
Grindwell Norton LtdIndustrial Products2.01%
PVR INOX LtdEntertainment1.83%
Birlasoft LtdIt - Software1.83%
Westlife Foodworld LtdLeisure Services1.79%
Brigade Enterprises LtdRealty1.75%
RHI Magnesita India LtdIndustrial Products1.71%
R Systems International LtdIt - Services1.39%
Shivalik Bimetal Controls LtdIndustrial Products1.39%
Natco Pharma LtdPharmaceuticals & Biotechnology1.38%
Tata Steel LtdFerrous Metals1.23%
Ganesha Ecosphere LtdTextiles & Apparels1.11%
Century Plyboards (India) LtdConsumer Durables0.80%
Butterfly Gandhimathi Appliances LtdConsumer Durables0.74%
MM Forgings LtdAuto Components0.38%

Debt

NameRatingWeight %
Portfolio data is as on date 30 September, 2025

NAV (Net asset value) history

Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan - Growth - 30 days NAV history

DateNAV
20 October, 202530.1956
17 October, 202529.9544
16 October, 202529.9752
15 October, 202529.8262
14 October, 202529.6155
13 October, 202529.7211
10 October, 202529.7914
9 October, 202529.7864
8 October, 202529.7058
7 October, 202529.6173
6 October, 202529.6054
3 October, 202529.4418
1 October, 202529.3006
30 September, 202528.9351
29 September, 202528.8396
26 September, 202528.9910
25 September, 202529.5341
24 September, 202529.5438
23 September, 202529.6905
22 September, 202529.8534
19 September, 202530.1236
18 September, 202529.9745
17 September, 202530.0781
16 September, 202529.9896
15 September, 202529.8736
12 September, 202529.8697
11 September, 202529.8785
10 September, 202529.7357
9 September, 202529.4963
8 September, 202529.2512

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 30.1956 as on 20 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 3.03% as on 20 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 -1.88% as on 20 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 19.78% as on 20 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 31.63% as on 20 October, 2025.