Compiled by Rupeestop LLP, SEBI RIA INA000022701. NAV as on 18 Aug 2026. Factsheet Jun 2026. About · Disclosures
Sundaram Long Term Micro Cap Tax Adv Fund Sr4-10 Yrs Direct Growth
Sundaram Mutual Fund₹32.6237
As on 18 Aug 2026
Vs category
| Period | This fund | Category | Rank |
|---|---|---|---|
| 1 year | +11.38% | — | — |
| 3 year | +14.90% | — | — |
| 5 year | +17.89% | — | — |
- Sharpe
- 0.57
- Std dev
- 19.37%
- Beta
- 1.07
Returns
From NAVs through 18 Aug 2026
Calendar years
Rolling 1-year · 51 overlapping windows
Fund facts
Fund details from the Jun 2026 factsheet
Where the money is invested
Split by asset type.
By asset type
What the fund holds
42 holdings · portfolio as on 30 May 2026
- 7.28%MTAR Technologies LtdIndustrials
- 6.83%Aster DM Healthcare Ltd Ordinary SharesHealthcare
- 5.68%Angel One Ltd Ordinary SharesFinancial Services
- 4.09%Safari Industries (India) LtdConsumer Cyclical
- 3.89%Ujjivan Small Finance Bank Ltd Ordinary SharesFinancial Services
- 3.66%Affle 3i LtdCommunication Services
- 3.63%Equitas Small Finance Bank Ltd Ordinary SharesFinancial Services
- 3.56%CSB Bank Ltd Ordinary SharesFinancial Services
- 3.53%KSB LtdIndustrials
- 3.46%Treps
Concentration
Risk and quality measures
How steady the returns have been.
Return quality
Risk
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SIP illustration
₹5,000/mo × 10 years at this fund's 3Y CAGR. Illustration, not a forecast. SIP calculator
FAQ
What is Sundaram Long Term Micro Cap Tax Adv Fund Sr4-10 Yrs Direct Growth NAV today?
- The latest NAV of Sundaram Long Term Micro Cap Tax Adv Fund Sr4-10 Yrs Direct Growth is ₹32.6237 as on 18 Aug 2026.
How has Sundaram Long Term Micro Cap Tax Adv Fund Sr4-10 Yrs Direct Growth performed vs its category?
- 1-year return +11.38%. Past performance does not guarantee future returns.
What are the returns of Sundaram Long Term Micro Cap Tax Adv Fund Sr4-10 Yrs Direct Growth?
- Trailing returns from published NAVs: 1 year +11.38%, 3 year +14.90% a year, 5 year +17.89% a year, since our first NAV +21.60% a year. Past performance does not guarantee future returns.
How would a SIP in Sundaram Long Term Micro Cap Tax Adv Fund Sr4-10 Yrs Direct Growth have been illustrated?
- The SIP illustration on this page uses ₹5,000 a month for 10 years at this fund's 3-year annualised return of +14.90%. It is not a forecast.
What is the ISIN of Sundaram Long Term Micro Cap Tax Adv Fund Sr4-10 Yrs Direct Growth?
- The ISIN for Sundaram Long Term Micro Cap Tax Adv Fund Sr4-10 Yrs Direct Growth is INF903JA1526.
Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance does not guarantee future returns and is not an indicator of future results.
Figures on this page come from published NAVs and the scheme's monthly factsheet. They are for information only and are not investment advice or a recommendation to buy or sell any scheme.