Fundalysisby DARKHORSESTOCKS

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.

AUM(Dec 2016 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 202675.1−3.8%
Aug 202678.1+0.2%
Jul 202677.9−0.2%
Jun 202678.1+3.0%
May 202675.8+1.0%
Apr 202675+18.3%
Mar 202663.5−9.7%
Feb 202670.3−1.1%
Jan 202671.1−4.8%
Dec 202574.7−2.0%
Nov 202576.2−1.7%
Oct 202577.5+3.9%
AUM at month end, Sept 2026
₹75 Cr
−3.1% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Dec 2016 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 20262.62%+0.04 pt
Jun 20262.58%−0.04 pt
Mar 20262.62%+0.02 pt
Dec 20252.60%+0.04 pt
Direct plans' share of AUM, Sept 2026
2.62%
+0.02 pt since Dec 2025
Fig. 2.Sundaram Long Term Micro Cap Tax Advantage Fund Series III's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty Smallcap 100 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−4.76%−4.78%––−4.24%
3 months *
−5.67%−5.72%––−4.08%
6 months *
+8.64%+8.53%––+2.67%
1 year
+2.53%+2.31%+7.05%−4.52 pt−2.45%
3 years
+10.14%+9.93%+15.71%−5.56 pt+10.93%
5 years
+13.10%+12.89%+11.95%+1.15 pt+10.56%
Since launch
+13.61%+13.24%+14.58%−0.97 pt+14.32%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty Smallcap 100 TRI. * From NAVs. Source: AMFI.