Sundaram Long Term Micro Cap Tax Adv Fund Sr III
The scheme seeks to generate capital appreciation over a period of ten years by predominantly investing in equity and equity-related instruments of companies that can be termed as micro-cap and from income tax benefit available.
Growthvine rating: 2/5 — ranked #29 of 57 in category.
Fund basics
| Category | Equity: ELSS |
|---|
| NAV | ₹36.60 (as of 2026-08-21) |
|---|
| AUM | ₹0 Cr |
|---|
| Expense ratio | 0.00% |
|---|
| Riskometer | Very High |
|---|
| Fund manager | Rohit Seksaria |
|---|
| Exit load | 0 |
|---|
Performance & risk
| 5-year annualised return | 15.94% |
|---|
| Sharpe ratio | 0.5 |
|---|
| Standard deviation | 19.48% |
|---|
| Max drawdown | -61.25% |
|---|
| Alpha | 2.42 |
|---|
| Beta | 1.08 |
|---|
Over 5 years, captured 109.1% of Nifty 500's upside and 81.2% of its downside.
Market cap allocation
| Large cap | 2.7% |
|---|
| Mid cap | 9.8% |
|---|
| Small cap | 87.5% |
|---|
Concentration
| Top 5 holdings | 25.7% |
|---|
| Top 10 holdings | 44.6% |
|---|
| Total holdings | 38 |
|---|
| Index overlap | 2.0% |
|---|
| Active share | 98.0% |
|---|
Top holdings
- Aster DM Healthcare Limited — 7.6%
- MTAR Technologies Limited — 5.2%
- AFFLE 3I LIMITED — 4.4%
- KSB LIMITED — 4.3%
- Ujjivan Small Finance Bank Limited — 4.3%
- ANGEL ONE LIMITED — 4.1%
- Safari Industries (India) Ltd. — 4.0%
- RateGain Travel Technologies Limited — 3.9%
- Equitas Small Finance Bank Limited — 3.7%
- TREPS — 3.7%
Top sectors
- Banking & Financial — 15.3%
- Industrial Products — 14.1%
- Software & Services — 10.7%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | 10.2% | Q1 (Top) | #6 of 52 |
| 2025 | 0.7% | Q3 | #39 of 51 |
| 2024 | 13.3% | Q4 (Bottom) | #41 of 51 |
| 2023 | 49.1% | Q1 (Top) | #5 of 48 |
| 2022 | 4.6% | Q2 | #16 of 43 |