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

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NAV: ₹ 29.4164 ↓ -1.79%
[as on 11 June, 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 11 June, 2026
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth 1.17% -1.79% -2.53% -2.91% 10.7% 1.2% 14.86% 17.92% 18.74%-
Parag Parikh ELSS Tax Saver Fund- Regular Growth -10.73% -0.48% -1.3% -2.64% -3.2% -11.47% 10.65% 12.26%--
SBI ELSS Tax Saver FUND - REGULAR PLAN- GROWTH -8.27% -0.37% -1.28% -2.55% -0.69% -5.48% 17.27% 15.56% 16.26% 14.13%
ICICI Prudential ELSS Tax Saver Fund - Growth -8.64% -0.37% -0.89% -3.08% -1.74% -5.17% 11.69% 10.92% 12.49% 12.52%
HDFC ELSS Tax saver - Growth Plan -10.42% 0% -0.12% -1.85% -2.56% -6.94% 14.82% 15.43% 13.76% 13.32%
Nippon India ELSS Tax Saver Fund-Growth Plan-Growth Option -4.02% -0.64% -1.62% -2.52% 0.66% -2.63% 14.64% 13.06% 12.12% 10.82%

Discrete returns (yearly)

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

Discrete returns (monthly)

MonthAug 2025Sep 2025Oct 2025Nov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026May 2026
Returns -0.86% -0.28% 3.25% -0.48% -1.6% -4.83% -3.07% -9.66% 14.04% 0.04%

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 13.22% -1.14%

Portfolio

Asset allocation

EquityDebtRealestateCommoditiesCash & Equivalents
93.81% 0.00% (Arbitrage: 0.00%) 0.00% 0.00% 6.19%

Equity

NameSymbol / ISINSectorWeight %
Aster DM Healthcare LtdASTERDM (INE914M01019)Healthcare Services7.47%
Angel One LtdINE732I01021Capital Markets4.72%
Safari Industries (India) LtdSAFARI (INE429E01023)Consumer Durables4.62%
Affle (India) LtdAFFLE (INE00WC01027)It - Services4.31%
Ujjivan Small Finance Bank LtdUJJIVANSFB (INE551W01018)Banks4.30%
KSB LTDKSB (INE999A01023)Industrial Products4.24%
CSB Bank LtdCSBBANK (INE679A01013)Banks4.08%
MTAR Technologies LtdMTARTECH (INE864I01014)Electrical Equipment3.81%
Equitas Small Finance Bank LimitedEQUITASBNK (INE063P01018)Banks3.18%
TVS Holdings LtdTVSHLTD (INE105A01035)Finance3.18%
Can Fin Homes LtdCANFINHOME (INE477A01020)Finance2.77%
Procter & Gamble Health LtdPGHL (INE199A01012)Pharmaceuticals & Biotechnology2.70%
Green Panel Industries LtdGREENPANEL (INE08ZM01014)Consumer Durables2.65%
JK Cement LtdJKCEMENT (INE823G01014)Cement & Cement Products2.61%
Kalpataru Projects International LtdKPIL (INE220B01022)Construction2.49%
Sapphire Foods India LtdSAPPHIRE (INE806T01020)Leisure Services2.40%
Zomato LtdETERNAL (INE758T01015)Retailing2.36%
ESAB India LtdESABINDIA (INE284A01012)Industrial Products2.36%
Rate Gain Travel Technologies LtdRATEGAIN (INE0CLI01024)It - Software2.25%
SIS LtdSIS (INE285J01028)Other Consumer Services2.10%
Birlasoft LtdBSOFT (INE836A01035)It - Software2.00%
Grindwell Norton LtdGRINDWELL (INE536A01023)Industrial Products1.99%
Natco Pharma LtdNATCOPHARM (INE987B01026)Pharmaceuticals & Biotechnology1.96%
PVR INOX LtdPVRINOX (INE191H01014)Entertainment1.82%
Cholamandalam Financial Holdings LtdCHOLAHLDNG (INE149A01033)Finance1.81%
RHI Magnesita India LtdRHIM (INE743M01012)Industrial Products1.51%
Brigade Enterprises LtdBRIGADE (INE791I01019)Realty1.47%
Westlife Foodworld LtdWESTLIFE (INE274F01020)Leisure Services1.45%
Landmark Cars LtdLANDMARK (INE559R01029)Automobiles1.42%
Shivalik Bimetal Controls LtdSBCL (INE386D01027)Industrial Products1.25%
Amber Enterprises India LtdAMBER (INE371P01015)Consumer Durables1.20%
Neogen Chemicals LtdNEOGEN (INE136S01016)Chemicals & Petrochemicals1.19%
Aavas Financiers LtdAAVAS (INE216P01012)Finance0.95%
R Systems International LtdRSYSTEMS (INE411H01032)It - Services0.94%
Ganesha Ecosphere LtdGANECOS (INE845D01014)Textiles & Apparels0.93%
Venus Pipes & Tubes LtdVENUSPIPES (INE0JA001018)Industrial Products0.90%
EID Parry India LtdEIDPARRY (INE126A01031)Food Products0.89%
Century Plyboards (India) LtdCENTURYPLY (INE348B01021)Consumer Durables0.80%
Butterfly Gandhimathi Appliances LtdBUTTERFLY (INE295F01017)Consumer Durables0.75%

Debt

NameRatingWeight %
Portfolio data is as on date 31 March, 2026

NAV history

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

DateNAV% change
11 June, 202629.4164 -1.79%
10 June, 202629.9521 -0.83%
9 June, 202630.2031 1.44%
8 June, 202629.7752 -1.63%
5 June, 202630.2701 0.3%
4 June, 202630.1787 1.05%
3 June, 202629.8643 -0.21%
2 June, 202629.9267 0.66%
1 June, 202629.7312 -1.3%
29 May, 202630.1226 -1.63%
27 May, 202630.6216 -0.03%
26 May, 202630.6298 0.34%
25 May, 202630.5271 0.73%
22 May, 202630.3066 0.39%
21 May, 202630.1893 1.19%
20 May, 202629.8340 0.84%
19 May, 202629.5846 0.56%
18 May, 202629.4185 -1.27%
15 May, 202629.7966 -0.35%
14 May, 202629.9012 0.97%
13 May, 202629.6154 0.45%
12 May, 202629.4832 -2.69%
11 May, 202630.2967 -1.25%
8 May, 202630.6817 -0.31%
7 May, 202630.7784 0.92%
6 May, 202630.4987 1.34%
5 May, 202630.0945 -0.21%
4 May, 202630.1564 1.47%
30 April, 202629.7203 0.19%
29 April, 202629.6630

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 29.4164 as on 11 June, 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 1.17% as on 11 June, 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 1.2% as on 11 June, 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 14.86% as on 11 June, 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 17.92% as on 11 June, 2026.