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

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NAV: ₹ 29.7526 ↑ 1.35%
[as on 17 April, 2026]

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Returns

CAGR returns till date

CAGR returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan - Growth and its peers as on 17 April, 2026
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan - Growth 0.02% 1.35% 3.87% 13.32% 0.4% 14.65% 18.61% 22.77% 18.03%-
Parag Parikh ELSS Tax Saver Fund- Direct Growth -5.54% 0.71% 1.09% 3.49% -3.91% 1.06% 15.68% 16.68%--
SBI ELSS Tax Saver FUND - DIRECT PLAN -GROWTH -4.82% 0.67% 2.11% 4.52% -3.18% 5.86% 22.79% 19.6% 17.43% 15.66%
ICICI Prudential ELSS Tax Saver Fund - Direct Plan - Growth -3.93% 0.69% 1.84% 5.32% -2.35% 4.92% 17.11% 14.81% 14.09% 14.42%
HDFC ELSS Tax saver - Growth Option - Direct Plan -5.87% 0.66% 1.38% 3.96% -4.84% 3.18% 20.06% 19.59% 15.2% 15.1%
Nippon India ELSS Tax Saver Fund - Direct Plan Growth Plan - Growth Option -0.3% 1.22% 3.11% 5.74% 0.56% 8.1% 19.19% 16.7% 13.22% 12.36%

Discrete returns (yearly)

Year2016201720182019202020212022202320242025
Returns-- -28.71% -11.67% 19.68% 73.78% 4.4% 48.9% 13.69% 1.49%

Discrete returns (monthly)

MonthJun 2025Jul 2025Aug 2025Sep 2025Oct 2025Nov 2025Dec 2025Jan 2026Feb 2026Mar 2026
Returns 6.02% -2.46% -0.85% -0.27% 3.26% -0.47% -1.59% -4.82% -3.06% -9.65%

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 13.53% -1.88%

Portfolio

Asset allocation

EquityDebtRealestateCommoditiesCash & Equivalents
95.12% 0.00% (Arbitrage: 0.00%) 0.00% 0.00% 4.88%

Equity

NameSymbol / ISINSectorWeight %
Aster DM Healthcare LtdASTERDM (INE914M01019)Healthcare Services6.29%
Safari Industries (India) LtdSAFARI (INE429E01023)Consumer Durables5.74%
Affle (India) LtdAFFLE (INE00WC01027)It - Services4.77%
Angel One LtdANGELONE (INE732I01013)Capital Markets4.30%
CSB Bank LtdCSBBANK (INE679A01013)Banks4.12%
Ujjivan Small Finance Bank LtdUJJIVANSFB (INE551W01018)Banks4.11%
Sapphire Foods India LtdSAPPHIRE (INE806T01020)Leisure Services3.80%
Navin Fluorine International LtdNAVINFLUOR (INE048G01026)Chemicals & Petrochemicals3.77%
Green Panel Industries LtdGREENPANEL (INE08ZM01014)Consumer Durables3.66%
KSB LTDKSB (INE999A01023)Industrial Products3.50%
Multi Commodity Exchange of India LtdMCX (INE745G01035)Capital Markets3.47%
KEI Industries LtdKEI (INE878B01027)Industrial Products3.00%
Equitas Small Finance Bank LimitedEQUITASBNK (INE063P01018)Banks2.92%
Procter & Gamble Health LtdPGHL (INE199A01012)Pharmaceuticals & Biotechnology2.88%
TVS Holdings LtdTVSHLTD (INE105A01035)Finance2.87%
Rate Gain Travel Technologies LtdRATEGAIN (INE0CLI01024)It - Software2.72%
JK Cement LtdJKCEMENT (INE823G01014)Cement & Cement Products2.65%
Can Fin Homes LtdCANFINHOME (INE477A01020)Finance2.53%
Kalpataru Projects International LtdKPIL (INE220B01022)Construction2.46%
Cholamandalam Financial Holdings LtdCHOLAHLDNG (INE149A01033)Finance2.10%
SIS LtdSIS (INE285J01028)Other Consumer Services2.07%
Grindwell Norton LtdGRINDWELL (INE536A01023)Industrial Products2.06%
PVR INOX LtdPVRINOX (INE191H01014)Entertainment1.98%
Brigade Enterprises LtdBRIGADE (INE791I01019)Realty1.95%
ESAB India LtdESABINDIA (INE284A01012)Industrial Products1.94%
Birlasoft LtdBSOFT (INE836A01035)It - Software1.85%
RHI Magnesita India LtdRHIM (INE743M01012)Industrial Products1.78%
Westlife Foodworld LtdWESTLIFE (INE274F01020)Leisure Services1.49%
R Systems International LtdRSYSTEMS (INE411H01032)It - Services1.43%
Natco Pharma LtdNATCOPHARM (INE987B01026)Pharmaceuticals & Biotechnology1.37%
Tata Steel LtdTATASTEEL (INE081A01020)Ferrous Metals1.28%
Shivalik Bimetal Controls LtdSBCL (INE386D01027)Industrial Products1.28%
Ganesha Ecosphere LtdGANECOS (INE845D01014)Textiles & Apparels1.11%
Butterfly Gandhimathi Appliances LtdBUTTERFLY (INE295F01017)Consumer Durables0.79%
Century Plyboards (India) LtdCENTURYPLY (INE348B01021)Consumer Durables0.71%
MM Forgings LtdMMFL (INE227C01017)Auto Components0.36%

Debt

NameRatingWeight %
Portfolio data is as on date 31 October, 2025

NAV history

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

DateNAV% change
17 April, 202629.7526 1.35%
16 April, 202629.3550 0.15%
15 April, 202629.3123 2.51%
13 April, 202628.5956 -0.17%
10 April, 202628.6440 1.67%
9 April, 202628.1747 0.04%
8 April, 202628.1621 4.08%
7 April, 202627.0586 0.33%
6 April, 202626.9687 0.83%
2 April, 202626.7470 0.29%
1 April, 202626.6696 3.79%
31 March, 202625.6958 0%
30 March, 202625.6965 -1.76%
27 March, 202626.1579 -1.5%
25 March, 202626.5563 2.29%
24 March, 202625.9618 2.04%
23 March, 202625.4432 -3%
20 March, 202626.2299 -0.61%
19 March, 202626.3904 -2.11%
18 March, 202626.9595 2.68%
17 March, 202626.2550 0.2%
16 March, 202626.2035 -0.23%
13 March, 202626.2636 -2.5%
12 March, 202626.9357 -0.94%
11 March, 202627.1902 -0.33%
10 March, 202627.2809 1.89%
9 March, 202626.7745 -2.15%
6 March, 202627.3623 0.2%
5 March, 202627.3077 0.62%
4 March, 202627.1385

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 29.7526 as on 17 April, 2026.
  • 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 0.02% as on 17 April, 2026.
  • 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 14.65% as on 17 April, 2026.
  • 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 18.61% as on 17 April, 2026.
  • 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 22.77% as on 17 April, 2026.