Scheme

Sundaram Long Term Micro Cap Tax Advantage Fund Series IV

Holds 40 companies worth ₹35 Cr in Sept 2026.

Fund house
SundaramThe fund house that runs this scheme.
AUM
₹35.7 CrSundaram Long Term Micro Cap Tax Advantage Fund Series IV's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 4.0% on Aug 2026, ₹37.2 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^{(Mar 2017 – Sept 2026)}

Holdings in Sept 2026. Tick up to 2 to plot them.
Plot	40 companies ·	₹ Cr
	Mtar Technologies Limited	2.6
	Aster DM Healthcare Limited	2.4
	Angel One Limited	1.7
	Ujjivan Small Finance Bank Limited	1.6
	Safari Industries India Limited	1.4
	KSB Limited	1.4
	Affle 3i Limited	1.4
	Rategain Travel Technologies Limited	1.3
	Equitas Small Finance Bank Limited	1.3
	CSB Bank Limited	1.1
	Greenpanel Industries Limited	1.1
	Sapphire Foods India Limited	1
	Eternal Limited	1
	Kalpataru Projects International Limited	0.99
	Brigade Enterprises Ltd	0.96
	Security and Intelligence Services India Limited	0.95
	Procter Gamble Health Limited	0.95
	TVS Holdings Limited	0.84
	ESAB India Ltd	0.8
	JK Cement	0.79
	Can Fin Homes Limited	0.77
	Grindwell Norton Limited	0.68
	Venus Pipes And Tubes Limited	0.66
	Landmark Cars Limited	0.57
	Cholamandalam Financial Holdings Limited	0.56
	IIFL Securities Ltd	0.54
	Orient Refractories Limited	0.52
	Clean Science and Technology Limited	0.52
	Natco Pharma	0.51
	Birlasoft Limited	0.5
	Elecon Engineering Co Ltd	0.42
	EIDPARRY	0.41
	Bandhan Bank Limited	0.4
	Granules India Limited	0.38
	Amber Enterprises India Limited	0.37
	Interglobe Aviation Limited	0.36
	R Systems International Limited	0.34
	Ganesha Ecosphere Limited	0.33
	Aavas Financiers Limited	0.32
	Century Plyboards India Limited	0.24

Mtar Technologies Limited
Aster DM Healthcare Limited

Market value of each ticked company in Sundaram Long Term Micro Cap Tax Advantage Fund Series IV, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	Mtar Technologies Limited	Aster DM Healthcare Limited
Sept 2025	₹0 Cr	₹2.1 Cr
Oct 2025	₹0 Cr	₹2.3 Cr
Nov 2025	₹0.85 Cr	₹2.3 Cr
Dec 2025	₹0.81 Cr	₹2.1 Cr
Jan 2026	₹0.98 Cr	₹1.9 Cr
Feb 2026	₹1.3 Cr	₹2.2 Cr
Mar 2026	₹1.2 Cr	₹2.3 Cr
Apr 2026	₹2.2 Cr	₹2.4 Cr
May 2026	₹2.6 Cr	₹2.5 Cr
Jun 2026	₹2.6 Cr	₹2.7 Cr
Jul 2026	₹1.9 Cr	₹2.8 Cr
Aug 2026	₹2.4 Cr	₹2.6 Cr
Sept 2026	₹2.6 Cr	₹2.4 Cr

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

Allocation^{(Sept 2026)}

Market cap

		% of NAV
Large Cap	2	3.81

Mid Cap	2	8.84

Small Cap	36	85.26

Cash & others		2.09

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	3.34K	2.6	7.29
Aster DM Healthcare Limited	Equity	Healthcare Services	33.9K	2.4	6.62
Angel One Limited	Equity	Capital Markets	60.9K	1.7	4.67
Ujjivan Small Finance Bank Limited	Equity	Banks	2.36L	1.6	4.46
Safari Industries India Limited	Equity	Consumer Durables	9.82K	1.4	3.93
KSB Limited	Equity	Industrial Products	16.2K	1.4	3.88
Affle 3i Limited	Equity	IT - Services	9.04K	1.4	3.83
Rategain Travel Technologies Limited	Equity	IT - Software	15.6K	1.3	3.72
Equitas Small Finance Bank Limited	Equity	Banks	1.87L	1.3	3.61
CSB Bank Limited	Equity	Banks	36.4K	1.1	3.17
Greenpanel Industries Limited	Equity	Consumer Durables	70.5K	1.1	3.17
Sapphire Foods India Limited	Equity	Leisure Services	48.6K	1	2.89
Eternal Limited	Equity	Retailing	31.3K	1	2.81
Kalpataru Projects International Limited	Equity	Construction	7.15K	0.99	2.77
Brigade Enterprises Ltd	Equity	Realty	16.6K	0.96	2.68
Security and Intelligence Services India Limited	Equity	Other Consumer Services	22.7K	0.95	2.67
Procter Gamble Health Limited	Equity	Pharmaceuticals & Biotechnology	1.71K	0.95	2.66
TVS Holdings Limited	Equity	Finance	692	0.84	2.35
ESAB India Ltd	Equity	Industrial Products	1.45K	0.8	2.24
JK Cement	Equity	Cement & Cement Products	1.56K	0.79	2.22
Can Fin Homes Limited	Equity	Finance	10.6K	0.77	2.14
Grindwell Norton Limited	Equity	Industrial Products	3.42K	0.68	1.91
Venus Pipes And Tubes Limited	Equity	Industrial Products	3.07K	0.66	1.84
Landmark Cars Limited	Equity	Automobiles	11.9K	0.57	1.58
Cholamandalam Financial Holdings Limited	Equity	Finance	4.02K	0.56	1.56
IIFL Securities Ltd	Equity	Leisure Services	9.17K	0.54	1.51
Orient Refractories Limited	Equity	Industrial Products	13.6K	0.52	1.47
Clean Science and Technology Limited	Equity	Chemicals & Petrochemicals	6.52K	0.52	1.45
Natco Pharma	Equity	Pharmaceuticals & Biotechnology	6.11K	0.51	1.42
Birlasoft Limited	Equity	IT - Software	18.2K	0.5	1.39
Elecon Engineering Co Ltd	Equity	Electrical Equipment	9.04K	0.42	1.17
EIDPARRY	Equity	Food Products	6.01K	0.41	1.15
Bandhan Bank Limited	Equity	Banks	22.5K	0.4	1.12
Granules India Limited	Equity	Pharmaceuticals & Biotechnology	4.45K	0.38	1.05
Amber Enterprises India Limited	Equity	Consumer Durables	558	0.37	1.04
Interglobe Aviation Limited	Equity	Transport Services	718	0.36	1.00
R Systems International Limited	Equity	IT - Services	12.2K	0.34	0.96
Ganesha Ecosphere Limited	Equity	Textiles & Apparels	3.32K	0.33	0.93
Aavas Financiers Limited	Equity	Finance	2.67K	0.32	0.91
Century Plyboards India Limited	Equity	Consumer Durables	3.45K	0.24	0.66

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