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Sundaram LT Micro Cap Tax Adv Fund-Sr III Direct Growth

Growth
33.990.17% (-0.06)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

Equity

Equity Linked Savings Scheme (ELSS)

Small-size Fund

Assets Under Mgmt: ₹ 75 Cr

Very High Risk

Principle investment will be at very high risk

How to use scorecard? Learn more

Equity

Equity Linked Savings Scheme (ELSS)

Small-size Fund

Assets Under Mgmt: ₹ 75 Cr

Very High Risk

Principle investment will be at very high risk

Sundaram LT Micro Cap Tax Adv Fund-Sr III Performance & Key Metrics

Sundaram LT Micro Cap Tax Adv Fund-Sr III Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.2518.08-0.12
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.3915.360.09

Sundaram LT Micro Cap Tax Adv Fund-Sr III Scheme InfoSundaram LT Micro Cap Tax Adv Fund-Sr III Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth3 yrs
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Not allowedNot allowed
BenchmarkBenchmark
Nifty Smallcap 100

About Equity Linked Savings Scheme (ELSS)

About Equity Linked Savings Scheme (ELSS)

Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.

Sundaram LT Micro Cap Tax Adv Fund-Sr III Peers

Sundaram LT Micro Cap Tax Adv Fund-Sr III Peers & Comparison

Comparing 3 mutual funds from 
EquityEquity Linked Savings Scheme (ELSS)
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Sundaram LT Micro Cap Tax Adv Fund-Sr III0.21%26.96%15.31%
Axis ELSS Tax Saver Fund4.93%19.42%17.15%
SBI Long Term Equity Fund3.74%30.92%16.78%
Mirae Asset ELSS Tax Saver Fund7.22%22.58%19.56%

Sundaram LT Micro Cap Tax Adv Fund-Sr III Returns Comparison

Compare Sundaram LT Micro Cap Tax Adv Fund-Sr III with any MF, ETF, stock or index
Compare Sundaram LT Micro Cap Tax Adv Fund-Sr III with any MF, ETF, stock or index
Sundaram LT Micro Cap Tax Adv Fund-Sr III
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Sundaram LT Micro Cap Tax Adv Fund-Sr III Portfolio

Sundaram LT Micro Cap Tax Adv Fund-Sr III Asset Allocation

Sundaram LT Micro Cap Tax Adv Fund-Sr III Asset Allocation

Actual

Target

Sep 2024

Dec 2024

Mar 2025

May 2025

ACTUAL
Cash & EquivalentsEquity4.67%95.33%

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

Sundaram LT Micro Cap Tax Adv Fund-Sr III Sector Distribution

Sundaram LT Micro Cap Tax Adv Fund-Sr III Sector Distribution

+17 moreFMCG - Household ProductsIndustrial MachineryIT Services & ConsultingPrivate BanksInvestment Banking & Brokerage53.45 %6.03 %6.07 %10.12 %10.29 %14.04 %

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

Sundaram LT Micro Cap Tax Adv Fund-Sr III Sector Weightage

Sundaram LT Micro Cap Tax Adv Fund-Sr III Sector Weightage

Mar 24Jun 24Sep 24Dec 24Mar 25May 2510.64%9.61%11.99%12.43%13.10%14.04%
Investment Banking & Brokerage as a % of total holdings for last six quarters
Tickertape Separator

Sundaram LT Micro Cap Tax Adv Fund-Sr III Current Holdings

Sundaram LT Micro Cap Tax Adv Fund-Sr III Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of Sundaram LT Micro Cap Tax Adv Fund-Sr III

AMC Profile of Sundaram LT Micro Cap Tax Adv Fund-Sr III

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

  • No.of Schemes

    39

  • Total AUM

    ₹ 70,283.78 Cr.

Sundaram LT Micro Cap Tax Adv Fund-Sr III Manager Details

Sundaram LT Micro Cap Tax Adv Fund-Sr III Manager Details

Sundaram LT Micro Cap Tax Adv Fund-Sr III Manager Profile

Sundaram LT Micro Cap Tax Adv Fund-Sr III Manager Profile

Rohit Seksaria

AUM:  ₹16,193.01 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Qualification

Data not available

Past Experience

Data not available

Funds Managed (32)
17.07%
17.07%
25.47%
25.47%
0.75%
0.75%
0.88%
0.88%
27.48%
27.48%
1.18%
1.18%
0.67%
0.67%
27.19%
27.19%
1.40%
1.40%
0.62%
0.62%
27.26%
27.26%
1.18%
1.18%
0.40%
0.40%
27.00%
27.00%
1.41%
1.41%
4.72%
4.72%
19.57%
19.57%
1.17%
1.17%
1.63%
1.63%
27.08%
27.08%
1.42%
1.42%
1.89%
1.89%
27.39%
27.39%
1.18%
1.18%
15.73%
15.73%
23.97%
23.97%
1.89%
1.89%
1.69%
1.69%
26.85%
26.85%
1.19%
1.19%
1.47%
1.47%
26.56%
26.56%
1.41%
1.41%
0.67%
0.67%
27.06%
27.06%
1.33%
1.33%
0.02%
0.02%
26.73%
26.73%
1.43%
1.43%
0.56%
0.56%
26.92%
26.92%
1.44%
1.44%
4.49%
4.49%
19.31%
19.31%
1.38%
1.38%
4.36%
4.36%
28.47%
28.47%
0.86%
0.86%
4.72%
4.72%
19.40%
19.40%
1.68%
1.68%
9.13%
9.13%
28.36%
28.36%
0.78%
0.78%
-0.99%
-0.99%
22.20%
22.20%
0.61%
0.61%
4.46%
4.46%
20.95%
20.95%
1.71%
1.71%
4.16%
4.16%
18.73%
18.73%
2.20%
2.20%
3.23%
3.23%
27.04%
27.04%
1.94%
1.94%
-1.46%
-1.46%
21.62%
21.62%
1.08%
1.08%
3.90%
3.90%
20.28%
20.28%
2.22%
2.22%
7.69%
7.69%
26.54%
26.54%
2.10%
2.10%
0.21%
0.21%
26.96%
26.96%
1.25%
1.25%

Sundaram LT Micro Cap Tax Adv Fund-Sr III Manager Performance (0)

Sundaram LT Micro Cap Tax Adv Fund-Sr III Manager Performance (0)

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Sundaram LT Micro Cap Tax Adv Fund-Sr III Tax Implications

Sundaram LT Micro Cap Tax Adv Fund-Sr III Tax Implications

Invested period > 3 year

Gains are treated as long-term capital gains and taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Sundaram LT Micro Cap Tax Adv Fund-Sr III Review & Opinions

Sundaram LT Micro Cap Tax Adv Fund-Sr III Review & Opinions

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Frequently asked questions

Frequently asked questions

  1. What is the current price / NAV of Sundaram LT Micro Cap Tax Adv Fund-Sr III?

    The current NAV of Sundaram LT Micro Cap Tax Adv Fund-Sr III is ₹33.99, as of 18th June 2025.

  2. What are the returns of Sundaram LT Micro Cap Tax Adv Fund-Sr III?

    The Sundaram LT Micro Cap Tax Adv Fund-Sr III was launched on 1st January 1970. This mutual fund's past returns are as follows:
    • 1 Year Returns: 0.21%
    • 3 Year Returns: 26.96%
    • 5 Year Returns: 34.45%

  3. What are the top 5 sectoral holdings of Sundaram LT Micro Cap Tax Adv Fund-Sr III?

    The top sectors Sundaram LT Micro Cap Tax Adv Fund-Sr III has invested in are as follows:
    • Investment Banking & Brokerage | 14.04%
    • Private Banks | 10.29%
    • IT Services & Consulting | 10.12%
    • Industrial Machinery | 6.07%
    • FMCG - Household Products | 6.03%
    This data is as on 18th June 2025.

  4. What are the top 5 holdings of Sundaram LT Micro Cap Tax Adv Fund-Sr III?

    The top 5 holdings for Sundaram LT Micro Cap Tax Adv Fund-Sr III are as follows:
    • Multi Commodity Exchange of India Ltd | 6.78%
    • Safari Industries (India) Ltd | 6.03%
    • Aster DM Healthcare Ltd | 5.30%
    • Angel One Ltd | 5.22%
    • Affle 3i Ltd | 4.89%
    This data is as on 18th June 2025.

  5. What is the asset allocation of Sundaram LT Micro Cap Tax Adv Fund-Sr III?

    The asset allocation for Sundaram LT Micro Cap Tax Adv Fund-Sr III is as follows:
    • Equity | 95.33%
    • Cash & Equivalents | 4.67%
    This data is as on 18th June 2025.

  6. What is the AUM of Sundaram LT Micro Cap Tax Adv Fund-Sr III?

    The AUM (i.e. assets under management) of Sundaram LT Micro Cap Tax Adv Fund-Sr III is ₹75.97 Cr as of 18th June 2025.

  7. What is the expense ratio of Sundaram LT Micro Cap Tax Adv Fund-Sr III?

    The expense ratio of Sundaram LT Micro Cap Tax Adv Fund-Sr III Plan is 1.25 as of 18th June 2025.

  8. Is there any lock-in period for Sundaram LT Micro Cap Tax Adv Fund-Sr III?

    The Sundaram LT Micro Cap Tax Adv Fund-Sr III has a lock-in period of 3 years.

  9. What is the alpha ratio of Sundaram LT Micro Cap Tax Adv Fund-Sr III?

    The alpha ratio for the Sundaram LT Micro Cap Tax Adv Fund-Sr III is -0.88

    Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  10. What is the volatility or standard deviation of Sundaram LT Micro Cap Tax Adv Fund-Sr III?

    The volatility or standard deviation for the Sundaram LT Micro Cap Tax Adv Fund-Sr III is 18.08

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  11. What is the sharpe ratio of Sundaram LT Micro Cap Tax Adv Fund-Sr III?

    The Sharpe ratio for the Sundaram LT Micro Cap Tax Adv Fund-Sr III is -0.12

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  12. What is the Sortino ratio of Sundaram LT Micro Cap Tax Adv Fund-Sr III?

    The Sortino Ratio for the Sundaram LT Micro Cap Tax Adv Fund-Sr III is -0.01

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.

  13. What is the Price to Earnings (PE) ratio of Sundaram LT Micro Cap Tax Adv Fund-Sr III?

    The PE ratio of Sundaram LT Micro Cap Tax Adv Fund-Sr III is 46.86, while category PE ratio is 41.04.