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

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NAV: ₹ 29.5222 ↑ 0.8%
[as on 20 October, 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 2.93% 0.8% 1.59% 0.23% -1.04% -2% 19.64% 31.48% 19.39%-

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 Regular Plan - Growth - 30 days NAV history

DateNAV
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
29 September, 202528.1983
26 September, 202528.3465
25 September, 202528.8777
24 September, 202528.8872
23 September, 202529.0307
22 September, 202529.1901
19 September, 202529.4546
18 September, 202529.3088
17 September, 202529.4102
16 September, 202529.3238
15 September, 202529.2105
12 September, 202529.2069
11 September, 202529.2156
10 September, 202529.0760
9 September, 202528.8420
8 September, 202528.6025

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 29.5222 as on 20 October, 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 2.93% as on 20 October, 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 -2% as on 20 October, 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 19.64% as on 20 October, 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 31.48% as on 20 October, 2025.