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

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NAV: ₹ 29.4670 ↑ 0.19%
[as on 14 November, 2025]

NAV chart with SMA (Simple moving average) overlay

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Returns

NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth 2.74% 0.19% 0.42% 1.77% 4.07% 6.88% 19.41% 30.29% 18.81%-

Portfolio

Asset allocation

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

Equity

NameSymbol / ISINSectorWeight %QuantityQty change %
Safari Industries (India) LtdSAFARI (INE429E01023)Consumer Durables6.10%9824-
Aster DM Healthcare LtdASTERDM (INE914M01019)Healthcare Services6.03%33900-
Affle (India) LtdAFFLE (INE00WC01027)It - Services5.00%9043-
Sapphire Foods India LtdSAPPHIRE (INE806T01020)Leisure Services4.05%48585-
Multi Commodity Exchange of India LtdMCX (INE745G01035)Capital Markets3.85%1739-
CSB Bank LtdCSBBANK (INE679A01013)Banks3.84%36437-
Angel One LtdANGELONE (INE732I01013)Capital Markets3.82%6306-
Ujjivan Small Finance Bank LtdUJJIVANSFB (INE551W01018)Banks3.82%290098-
KSB LTDKSB (INE999A01023)Industrial Products3.77%16174-
Green Panel Industries LtdGREENPANEL (INE08ZM01014)Consumer Durables3.61%47004-
KEI Industries LtdKEI (INE878B01027)Industrial Products3.42%2964-
Navin Fluorine International LtdNAVINFLUOR (INE048G01026)Chemicals & Petrochemicals3.18%2426-
Procter & Gamble Health LtdPGHL (INE199A01012)Pharmaceuticals & Biotechnology3.06%1708-
Equitas Small Finance Bank LimitedEQUITASBNK (INE063P01018)Banks3.04%187038-
Rate Gain Travel Technologies LtdRATEGAIN (INE0CLI01024)It - Software2.85%15581-
JK Cement LtdJKCEMENT (INE823G01014)Cement & Cement Products2.79%1562-
Kalpataru Projects International LtdKPIL (INE220B01022)Construction2.55%7151-
TVS Holdings LtdTVSHLTD (INE105A01035)Finance2.51%692-
Can Fin Homes LtdCANFINHOME (INE477A01020)Finance2.31%10638-
SIS LtdSIS (INE285J01028)Other Consumer Services2.26%22746-
Cholamandalam Financial Holdings LtdCHOLAHLDNG (INE149A01033)Finance2.15%4021-
ESAB India LtdESABINDIA (INE284A01012)Industrial Products2.02%1446-
Grindwell Norton LtdGRINDWELL (INE536A01023)Industrial Products2.01%4465-
PVR INOX LtdPVRINOX (INE191H01014)Entertainment1.83%6011-
Birlasoft LtdBSOFT (INE836A01035)It - Software1.83%18242-
Westlife Foodworld LtdWESTLIFE (INE274F01020)Leisure Services1.79%9165-
Brigade Enterprises LtdBRIGADE (INE791I01019)Realty1.75%6875-
RHI Magnesita India LtdRHIM (INE743M01012)Industrial Products1.71%13623-
R Systems International LtdRSYSTEMS (INE411H01032)It - Services1.39%12245-
Shivalik Bimetal Controls LtdSBCL (INE386D01027)Industrial Products1.39%9769-
Natco Pharma LtdNATCOPHARM (INE987B01026)Pharmaceuticals & Biotechnology1.38%6109-
Tata Steel LtdTATASTEEL (INE081A01020)Ferrous Metals1.23%25659-
Ganesha Ecosphere LtdGANECOS (INE845D01014)Textiles & Apparels1.11%3317-14.55%
Century Plyboards (India) LtdCENTURYPLY (INE348B01021)Consumer Durables0.80%3447-
Butterfly Gandhimathi Appliances LtdBUTTERFLY (INE295F01017)Consumer Durables0.74%3832-
MM Forgings LtdMMFL (INE227C01017)Auto Components0.38%4314-

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 Regular Plan - Growth - 30 days NAV history

DateNAV
14 November, 202529.4670
13 November, 202529.4101
12 November, 202529.3417
11 November, 202529.2823
10 November, 202529.3098
7 November, 202529.3429
6 November, 202529.3566
4 November, 202529.5728
3 November, 202529.7384
31 October, 202529.5796
30 October, 202529.7234
29 October, 202529.6667
28 October, 202529.6171
27 October, 202529.6943
24 October, 202529.4787
23 October, 202529.5915
20 October, 202529.5222
17 October, 202529.2866
16 October, 202529.3071
15 October, 202529.1614
14 October, 202528.9555
13 October, 202529.0588
10 October, 202529.1279
9 October, 202529.1231
8 October, 202529.0444
7 October, 202528.9579
6 October, 202528.9464
3 October, 202528.7867
1 October, 202528.6488
30 September, 202528.2915

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 29.4670 as on 14 November, 2025.
  • 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 2.74% as on 14 November, 2025.
  • 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 6.88% as on 14 November, 2025.
  • 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 19.41% as on 14 November, 2025.
  • 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 30.29% as on 14 November, 2025.