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

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NAV: ₹ 29.7203 ↑ 0.19%
[as on 30 April, 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 30 April, 2026
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth 2.21% 0.19% 1.21% 18.35% 6.11% 16% 18.39% 22.19% 18.91%-
Parag Parikh ELSS Tax Saver Fund- Regular Growth -7.75% -0.29% -0.66% 6.23% -4.61% -3.56% 12.76% 14.66%--
SBI ELSS Tax Saver FUND - REGULAR PLAN- GROWTH -5.96% -0.69% -0.96% 9.15% -3.28% 2.2% 20.7% 18.5% 16.81% 14.82%
ICICI Prudential ELSS Tax Saver Fund - Growth -5.42% -0.64% -0.74% 8.62% -1.87% 1.77% 15.21% 13.69% 13.29% 13.2%
HDFC ELSS Tax saver - Growth Plan -8.62% -0.66% -1.53% 6.52% -6.29% -2.14% 17.41% 17.98% 14.16% 13.98%
Nippon India ELSS Tax Saver Fund-Growth Plan-Growth Option -1.7% -0.98% -1.07% 10.14% 0.61% 5.57% 17.29% 15.47% 12.57% 11.39%

Discrete returns (yearly)

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

Discrete returns (monthly)

MonthJul 2025Aug 2025Sep 2025Oct 2025Nov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026
Returns -2.47% -0.86% -0.28% 3.25% -0.48% -1.6% -4.83% -3.07% -9.66% 14.04%

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 13.84% -0.58%

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
30 April, 202629.7203 0.19%
29 April, 202629.6630 0.87%
28 April, 202629.4067 -0.75%
27 April, 202629.6280 1.8%
24 April, 202629.1047 -0.88%
23 April, 202629.3643 -0.82%
22 April, 202629.6058 0.84%
21 April, 202629.3581 1.33%
20 April, 202628.9740 -0.34%
17 April, 202629.0715 1.35%
16 April, 202628.6831 0.14%
15 April, 202628.6433 2.51%
13 April, 202627.9431 -0.17%
10 April, 202627.9907 1.67%
9 April, 202627.5321 0.04%
8 April, 202627.5200 4.08%
7 April, 202626.4417 0.33%
6 April, 202626.3539 0.83%
2 April, 202626.1376 0.29%
1 April, 202626.0620 3.79%
31 March, 202625.1105 0%
30 March, 202625.1112 -1.77%
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

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 29.7203 as on 30 April, 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 2.21% as on 30 April, 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 16% as on 30 April, 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 18.39% as on 30 April, 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 22.19% as on 30 April, 2026.