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 #18 of 57 in category.
Fund basics
| Category | Equity: ELSS |
|---|
| NAV | ₹31.84 (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 | 16.23% |
|---|
| Sharpe ratio | 0.51 |
|---|
| Standard deviation | 19.25% |
|---|
| Max drawdown | -61.70% |
|---|
| Alpha | 2.62 |
|---|
| Beta | 1.07 |
|---|
Over 5 years, captured 109.1% of Nifty 500's upside and 79.8% of its downside.
Market cap allocation
| Large cap | 2.6% |
|---|
| Mid cap | 10.1% |
|---|
| Small cap | 87.2% |
|---|
Concentration
| Top 5 holdings | 26.6% |
|---|
| Top 10 holdings | 45.1% |
|---|
| Total holdings | 38 |
|---|
| Index overlap | 2.0% |
|---|
| Active share | 98.0% |
|---|
Top holdings
- Aster DM Healthcare Limited — 7.5%
- MTAR Technologies Limited — 5.1%
- Ujjivan Small Finance Bank Limited — 5.0%
- ANGEL ONE LIMITED — 4.9%
- Safari Industries (India) Ltd. — 4.1%
- AFFLE 3I LIMITED — 3.9%
- RateGain Travel Technologies Limited — 3.8%
- Equitas Small Finance Bank Limited — 3.8%
- KSB LIMITED — 3.7%
- TREPS — 3.5%
Top sectors
- Banking & Financial — 16.9%
- Industrial Products — 13.2%
- Software & Services — 10.0%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | 9.9% | Q1 (Top) | #8 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 |