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

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NAV: ₹ 26.7411 ↑ 0.2%
[as on 6 March, 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 6 March, 2026
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth -8.03% 0.2% -3.8% -6.22% -7.5% 10.6% 16.37% 20.25% 17.11%-
Parag Parikh ELSS Tax Saver Fund- Regular Growth -6.32% -0.96% -1.7% -4.4% -6.85% 3.53% 14.02% 15.56%--
SBI ELSS Tax Saver FUND - REGULAR PLAN- GROWTH -5.49% -0.92% -3.48% -3.95% -4.52% 8.08% 21.89% 18.29% 17.46% 15.61%
ICICI Prudential ELSS Tax Saver Fund - Growth -5.48% -0.95% -2.77% -3.81% -5.73% 10.78% 15.59% 13.16% 14.14% 13.79%
HDFC ELSS Tax saver - Growth Plan -5.92% -1.29% -3.56% -4.76% -6.28% 10.01% 19.25% 18.29% 15.51% 15.13%
Nippon India ELSS Tax Saver Fund-Growth Plan-Growth Option -3.66% -0.85% -2.84% -2.9% -4.21% 12.29% 16.77% 14.78% 13% 11.96%

Discrete returns (yearly)

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

Discrete returns (monthly)

MonthMay 2025Jun 2025Jul 2025Aug 2025Sep 2025Oct 2025Nov 2025Dec 2025Jan 2026Feb 2026
Returns9.32%6.01%-2.47%-0.86%-0.28%3.25%-0.48%-1.6%-4.83%-3.07%

Returns from spefic dates

DescriptionCAGR returns from 18 Oct 2021 (Nifty 50 2021 high)CAGR returns from 26 Sep 2024 (Nifty 50 2024 high)
Returns11.63%-7.67%

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 Regular Plan - Growth - 30 days NAV (Net asset value) history

DateNAV
6 March, 202626.7411
5 March, 202626.6878
4 March, 202626.5225
2 March, 202627.1496
27 February, 202627.7965
26 February, 202628.1037
25 February, 202627.9117
24 February, 202627.8520
23 February, 202628.2288
20 February, 202628.0347
19 February, 202628.1361
18 February, 202628.4454
17 February, 202628.4655
16 February, 202628.1104
13 February, 202628.2072
12 February, 202628.8354
11 February, 202629.3055
10 February, 202629.4383
9 February, 202629.1355
6 February, 202628.5162
5 February, 202628.5948
4 February, 202628.7150
3 February, 202628.4754
2 February, 202627.6735
30 January, 202628.0097
29 January, 202627.3869
28 January, 202627.5252
27 January, 202627.3417
23 January, 202627.4098
22 January, 202627.8429

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 26.7411 as on 6 March, 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 -8.03% as on 6 March, 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 10.6% as on 6 March, 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 16.37% as on 6 March, 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 20.25% as on 6 March, 2026.