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

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NAV: ₹ 25.5624 ↓ -1.5%
[as on 27 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 27 March, 2026
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth -12.09% -1.5% -0.28% -8.04% -11.59% 4.26% 16.19% 20.06% 15.83%-
Parag Parikh ELSS Tax Saver Fund- Regular Growth -11.31% -1.42% -1.49% -6.93% -11.4% -6.43% 13.42% 14.37%--
SBI ELSS Tax Saver FUND - REGULAR PLAN- GROWTH -11.9% -2.01% -1.51% -10.03% -11.13% -2.4% 20.42% 17.45% 15.95% 14.33%
ICICI Prudential ELSS Tax Saver Fund - Growth -9.31% 2.01% -1.48% -7.74% -9.06% 0.81% 15.49% 13.27% 13.06% 13.06%
HDFC ELSS Tax saver - Growth Plan -12.26% -1.85% -1.1% -10.07% -11.59% -2.18% 17.86% 17.38% 13.69% 13.81%
Nippon India ELSS Tax Saver Fund-Growth Plan-Growth Option -8.57% -2% -1.35% -7.79% -8.32% 1.29% 16.59% 14.22% 11.85% 10.94%

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
Returns 9.32% 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)
Returns 10.34% -10.13%

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% change
27 March, 202625.5624 -1.5%
25 March, 202625.9518 2.29%
24 March, 202625.3710 2.04%
23 March, 202624.8642 -3%
20 March, 202625.6333 -0.61%
19 March, 202625.7902 -2.11%
18 March, 202626.3464 2.68%
17 March, 202625.6581 0.2%
16 March, 202625.6077 -0.23%
13 March, 202625.6668 -2.5%
12 March, 202626.3237 -0.94%
11 March, 202626.5725 -0.33%
10 March, 202626.6612 1.89%
9 March, 202626.1664 -2.15%
6 March, 202626.7411 0.2%
5 March, 202626.6878 0.62%
4 March, 202626.5225 -2.31%
2 March, 202627.1496 -2.33%
27 February, 202627.7965 -1.09%
26 February, 202628.1037 0.69%
25 February, 202627.9117 0.21%
24 February, 202627.8520 -1.33%
23 February, 202628.2288 0.69%
20 February, 202628.0347 -0.36%
19 February, 202628.1361 -1.09%
18 February, 202628.4454 -0.07%
17 February, 202628.4655 1.26%
16 February, 202628.1104 -0.34%
13 February, 202628.2072 -2.18%
12 February, 202628.8354

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 25.5624 as on 27 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 -12.09% as on 27 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 4.26% as on 27 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 16.19% as on 27 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 20.06% as on 27 March, 2026.