Sundaram Long Term Micro Cap Tax Advantage Fund Series V
NAV : ₹ 28.217 as of 08 January, 2026
Overview
₹ 30.7 Cr
Fund size
₹ null
Min SIP
₹ 500
Lumpsum
29 March 2017
Launch date
Growth
Fund plan
Regular
Scheme type
Return Calculator
₹ 5,000
Over the past
Total Investment of ₹3,00,000
Monthly SIP of ₹5,000 would have become ₹5,97,608 in 5 years with a gain of ₹2,97,608 (+49.80%)
Disclaimer: Past performance is not an indicator of future returns
Top Holdings
Aster DM Healthcare Ltd. | 6.22% |
Safari Industries (India) Ltd. | 5.27% |
Affle 3I Ltd. | 4.76% |
Ujjivan Small Finance Bank Ltd. | 4.28% |
CSB Bank Ltd. | 4.17% |
Equity Holding(s) Distribution
Other Scheme Info
Expense Ratio
Inclusive of GST
1.39%
Stamp Duty
0.005%
Exit Load
0
View Scheme Document
Peer Analysis
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Sundaram Long Term Micro Cap Tax Advantage Fund Series V Managers
List of Sundaram Mutual Fund's top performing schemes
25.13% | |
22.41% | |
20.82% | |
19.51% | |
19.41% | |
18.39% | |
18.39% | |
17.50% | |
17.30% | |
16.22% |
Fund House
Sundaram Mutual Fund
Total AUM: 76948.12Cr
Established in 1996, Sundaram Mutual Fund operates as a wholly-owned subsidiary of Sundaram Finance Limited (SFL), one of India's oldest Non-Banking Financial Companies (NBFCs). Sundaram Asset Management Company manages total assets under management (AUM) amounting to approximately Rs. 76,948.11 crores as of November 2025.
Learn more about Sundaram Mutual Fund
Kotak Securities Limited: AMFI-registered Mutual Fund Distributor
FAQ for Sundaram Long Term Micro Cap Tax Advantage Fund Series V
Start SIP with just Rs.100
Start SIP with just Rs.100