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 #31 of 57 in category.
Fund basics
| Category | Equity: ELSS |
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| NAV | ₹34.62 (as of 2026-10-01) |
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| AUM | ₹0 Cr |
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| Expense ratio | 0.00% |
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| Riskometer | Very High |
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| Fund manager | Rohit Seksaria |
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| Exit load | 0 |
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Performance & risk
| 5-year annualised return | 13.91% |
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| Sharpe ratio | 0.41 |
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| Standard deviation | 19.27% |
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| Max drawdown | −61.25% |
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| Alpha | 0.39 |
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| Beta | 1.1 |
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Over 5 years, captured 107.2% of Nifty 500's upside and 78.8% of its downside.
Market cap allocation
| Large cap | 5.0% |
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| Mid cap | 9.1% |
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| Small cap | 85.8% |
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Concentration
| Top 5 holdings | 25.7% |
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| Top 10 holdings | 44.4% |
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| Total holdings | 39 |
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| Index overlap | 2.7% |
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| Active share | 97.3% |
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Top holdings
- Aster DM Healthcare Limited — 7.0%
- MTAR Technologies Limited — 6.4%
- TREPS — 5.9%
- AFFLE 3I LIMITED — 4.4%
- KSB LIMITED — 4.0%
- ANGEL ONE LIMITED — 4.0%
- RateGain Travel Technologies Limited — 4.0%
- Ujjivan Small Finance Bank Limited — 3.9%
- Safari Industries (India) Ltd. — 3.8%
- Equitas Small Finance Bank Limited — 3.6%
Top sectors
- Banking & Financial — 14.8%
- Industrial Products — 12.0%
- Software & Services — 10.6%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | 4.3% | Q1 (Top) | #7 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 |