Sundaram Long Term Micro Cap Tax Adv Fund Sr V
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: 4/5 — ranked #14 of 57 in category.
Fund basics
| Category | Equity: ELSS |
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| NAV | ₹29.48 (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 | 13.69% |
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| Sharpe ratio | 0.45 |
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| Standard deviation | 19.09% |
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| Max drawdown | −60.33% |
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| Alpha | 1 |
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| Beta | 1.1 |
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Over 5 years, captured 107.3% of Nifty 500's upside and 79.9% of its downside.
Market cap allocation
| Large cap | 4.0% |
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| Mid cap | 9.3% |
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| Small cap | 86.8% |
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Concentration
| Top 5 holdings | 25.6% |
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| Top 10 holdings | 42.4% |
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| Total holdings | 40 |
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| Index overlap | 2.8% |
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| Active share | 97.2% |
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Top holdings
- Aster DM Healthcare Limited — 6.8%
- MTAR Technologies Limited — 6.3%
- TREPS — 5.9%
- AFFLE 3I LIMITED — 4.4%
- Ujjivan Small Finance Bank Limited — 4.3%
- RateGain Travel Technologies Limited — 3.9%
- KSB LIMITED — 3.9%
- CSB Bank Limited — 3.3%
- Equitas Small Finance Bank Limited — 3.3%
- Sapphire Foods India Limited — 3.2%
Top sectors
- Banking & Financial — 13.9%
- Industrial Products — 11.8%
- Software & Services — 10.5%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | 4.6% | Q1 (Top) | #6 of 52 |
| 2025 | 1.8% | Q3 | #34 of 51 |
| 2024 | 14.8% | Q3 | #37 of 51 |
| 2023 | 46.9% | Q1 (Top) | #6 of 48 |
| 2022 | 2.8% | Q2 | #22 of 43 |