Sundaram Long Term Micro Cap Tax Adv Fund Sr IV
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: 3/5 — ranked #22 of 57 in category.
Fund basics
| Category | Equity: ELSS |
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| NAV | ₹30.12 (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 | 14.09% |
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| Sharpe ratio | 0.42 |
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| Standard deviation | 19.03% |
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| Max drawdown | −61.70% |
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| Alpha | 0.48 |
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| Beta | 1.09 |
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Over 5 years, captured 107.0% of Nifty 500's upside and 77.6% of its downside.
Market cap allocation
| Large cap | 3.9% |
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| Mid cap | 9.5% |
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| Small cap | 86.6% |
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Concentration
| Top 5 holdings | 26.3% |
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| Top 10 holdings | 44.7% |
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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 — 6.9%
- MTAR Technologies Limited — 6.3%
- TREPS — 5.3%
- ANGEL ONE LIMITED — 4.7%
- Ujjivan Small Finance Bank Limited — 4.4%
- Safari Industries (India) Ltd. — 4.0%
- RateGain Travel Technologies Limited — 3.9%
- AFFLE 3I LIMITED — 3.9%
- Equitas Small Finance Bank Limited — 3.7%
- KSB LIMITED — 3.5%
Top sectors
- Banking & Financial — 16.2%
- Industrial Products — 11.6%
- Software & Services — 10.1%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | 4.0% | Q1 (Top) | #9 of 52 |
| 2025 | 1.4% | Q3 | #36 of 51 |
| 2024 | 13.2% | Q4 (Bottom) | #42 of 51 |
| 2023 | 49.7% | Q1 (Top) | #4 of 48 |
| 2022 | 4.2% | Q2 | #18 of 43 |