Scheme

Sundaram Long Term Micro Cap Tax Advantage Fund Series III

Holds 40 companies worth ₹73 Cr in Sept 2026.

Fund house
SundaramThe fund house that runs this scheme.
AUM
₹75.1 CrSundaram Long Term Micro Cap Tax Advantage Fund Series III's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 3.8% on Aug 2026, ₹78.1 Cr.
Largest holding
Mtar Technologies LimitedMtar Technologies Limited is 7.3% of this scheme's NAV.
Fund manager
Rohit SeksariaRuns its co-manager part since 1 Apr 2019, as the fund house dates it.

Holdings^{(Nov 2016 – Sept 2026)}

Holdings in Sept 2026. Tick up to 2 to plot them.
Plot	40 companies ·	₹ Cr
	Mtar Technologies Limited	5.5
	Aster DM Healthcare Limited	5
	KSB Limited	3.3
	Affle 3i Limited	3.2
	Ujjivan Small Finance Bank Limited	3
	Angel One Limited	3
	Safari Industries India Limited	2.8
	Rategain Travel Technologies Limited	2.8
	Equitas Small Finance Bank Limited	2.6
	CSB Bank Limited	2.4
	Sapphire Foods India Limited	2.3
	Brigade Enterprises Ltd	2.2
	Eternal Limited	2.1
	Kalpataru Projects International Limited	2.1
	Security and Intelligence Services India Limited	2
	Procter Gamble Health Limited	2
	TVS Holdings Limited	1.7
	ESAB India Ltd	1.7
	Can Fin Homes Limited	1.6
	Greenpanel Industries Limited	1.6
	Interglobe Aviation Limited	1.5
	Venus Pipes And Tubes Limited	1.4
	JK Cement	1.3
	Grindwell Norton Limited	1.3
	Landmark Cars Limited	1.2
	Cholamandalam Financial Holdings Limited	1.2
	ICICI Bank	1.1
	IIFL Securities Ltd	1.1
	Orient Refractories Limited	1.1
	Natco Pharma	1.1
	Birlasoft Limited	1.1
	Elecon Engineering Co Ltd	0.87
	EIDPARRY	0.87
	Bandhan Bank Limited	0.84
	Granules India Limited	0.79
	Amber Enterprises India Limited	0.79
	R Systems International Limited	0.74
	Ganesha Ecosphere Limited	0.7
	Aavas Financiers Limited	0.68
	Century Plyboards India Limited	0.5

Mtar Technologies Limited
Aster DM Healthcare Limited

Market value of each ticked company in Sundaram Long Term Micro Cap Tax Advantage Fund Series III, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	Mtar Technologies Limited	Aster DM Healthcare Limited
Sept 2025	₹0 Cr	₹4.5 Cr
Oct 2025	₹0 Cr	₹4.9 Cr
Nov 2025	₹1.8 Cr	₹4.8 Cr
Dec 2025	₹1.7 Cr	₹4.4 Cr
Jan 2026	₹2.1 Cr	₹4 Cr
Feb 2026	₹2.7 Cr	₹4.7 Cr
Mar 2026	₹2.5 Cr	₹4.8 Cr
Apr 2026	₹4.6 Cr	₹5.1 Cr
May 2026	₹5.6 Cr	₹5.2 Cr
Jun 2026	₹5.4 Cr	₹5.7 Cr
Jul 2026	₹4.1 Cr	₹5.9 Cr
Aug 2026	₹5 Cr	₹5.4 Cr
Sept 2026	₹5.5 Cr	₹5 Cr

Fig. 1.Market value of each ticked company in Sundaram Long Term Micro Cap Tax Advantage Fund Series III, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Allocation^{(Sept 2026)}

Market cap

		% of NAV
Large Cap	3	6.33

Mid Cap	2	8.45

Small Cap	35	82.43

Cash & others		2.79

Sectors

Companies

Fig. 2.This scheme's holdings, by market cap, by sector and by company. Hover a slice or a row; click a slice to open it.

Buying and selling, month by month^{(Oct 2025 – Sept 2026)}

Buying and selling, month by month. Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Fig. 3.Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Portfolio^{(Sept 2026)}

Every holding in Sept 2026: its shares, market value (₹ crore) and % of NAV. Month end. Source: AMC monthly portfolio disclosures. Click a column's header to sort by it.

Mtar Technologies Limited	Equity	Electrical Equipment	7.08K	5.5	7.34
Aster DM Healthcare Limited	Equity	Healthcare Services	72K	5	6.68
KSB Limited	Equity	Industrial Products	39K	3.3	4.44
Affle 3i Limited	Equity	IT - Services	21.4K	3.2	4.30
Ujjivan Small Finance Bank Limited	Equity	Banks	4.39L	3	3.94
Angel One Limited	Equity	Capital Markets	1.08L	3	3.94
Safari Industries India Limited	Equity	Consumer Durables	19.8K	2.8	3.77
Rategain Travel Technologies Limited	Equity	IT - Software	33K	2.8	3.75
Equitas Small Finance Bank Limited	Equity	Banks	3.83L	2.6	3.51
CSB Bank Limited	Equity	Banks	76.2K	2.4	3.15
Sapphire Foods India Limited	Equity	Leisure Services	1.06L	2.3	3.00
Brigade Enterprises Ltd	Equity	Realty	37.3K	2.2	2.86
Eternal Limited	Equity	Retailing	65.9K	2.1	2.81
Kalpataru Projects International Limited	Equity	Construction	15.1K	2.1	2.77
Security and Intelligence Services India Limited	Equity	Other Consumer Services	48.7K	2	2.72
Procter Gamble Health Limited	Equity	Pharmaceuticals & Biotechnology	3.65K	2	2.71
TVS Holdings Limited	Equity	Finance	1.41K	1.7	2.28
ESAB India Ltd	Equity	Industrial Products	3.07K	1.7	2.26
Can Fin Homes Limited	Equity	Finance	22.4K	1.6	2.15
Greenpanel Industries Limited	Equity	Consumer Durables	96.7K	1.6	2.06
Interglobe Aviation Limited	Equity	Transport Services	3.02K	1.5	2.00
Venus Pipes And Tubes Limited	Equity	Industrial Products	6.48K	1.4	1.85
JK Cement	Equity	Cement & Cement Products	2.62K	1.3	1.77
Grindwell Norton Limited	Equity	Industrial Products	6.47K	1.3	1.72
Landmark Cars Limited	Equity	Automobiles	25.1K	1.2	1.59
Cholamandalam Financial Holdings Limited	Equity	Finance	8.29K	1.2	1.53
ICICI Bank	Equity	Banks	8.63K	1.1	1.52
IIFL Securities Ltd	Equity	Leisure Services	18.8K	1.1	1.48
Orient Refractories Limited	Equity	Industrial Products	28.5K	1.1	1.46
Natco Pharma	Equity	Pharmaceuticals & Biotechnology	13K	1.1	1.43
Birlasoft Limited	Equity	IT - Software	38.7K	1.1	1.40
Elecon Engineering Co Ltd	Equity	Electrical Equipment	18.9K	0.87	1.16
EIDPARRY	Equity	Food Products	12.7K	0.87	1.16
Bandhan Bank Limited	Equity	Banks	47.2K	0.84	1.12
Granules India Limited	Equity	Pharmaceuticals & Biotechnology	9.34K	0.79	1.05
Amber Enterprises India Limited	Equity	Consumer Durables	1.19K	0.79	1.05
R Systems International Limited	Equity	IT - Services	26.3K	0.74	0.98
Ganesha Ecosphere Limited	Equity	Textiles & Apparels	7.01K	0.7	0.93
Aavas Financiers Limited	Equity	Finance	5.6K	0.68	0.90
Century Plyboards India Limited	Equity	Consumer Durables	7.33K	0.5	0.67

Fig. 4.Every holding in Sept 2026: its shares, market value (₹ crore) and % of NAV. Month end. Source: AMC monthly portfolio disclosures.