Fundalysisby DARKHORSESTOCKS

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.

AUM(Mar 2017 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 202635.7−4.0%
Aug 202637.20.0%
Jul 202637.2−0.3%
Jun 202637.3+3.1%
May 202636.2+0.8%
Apr 202635.9+18.0%
Mar 202630.4−9.4%
Feb 202633.6−1.0%
Jan 202633.9−3.8%
Dec 202535.2−2.3%
Nov 202536.1−1.4%
Oct 202536.6+3.8%
AUM at month end, Sept 2026
₹36 Cr
−2.4% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Mar 2017 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 20264.03%−0.02 pt
Jun 20264.06%−0.06 pt
Mar 20264.11%+0.04 pt
Dec 20254.07%0.00 pt
Direct plans' share of AUM, Sept 2026
4.03%
−0.04 pt since Dec 2025
Fig. 2.Sundaram Long Term Micro Cap Tax Advantage Fund Series IV'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 *
−4.82%−4.82%––−4.24%
3 months *
−5.89%−5.92%––−4.08%
6 months *
+8.15%+8.08%––+2.67%
1 year
+2.30%+2.17%+7.05%−4.76 pt−2.45%
3 years
+10.14%+10.02%+15.71%−5.56 pt+10.93%
5 years
+13.20%+13.08%+11.95%+1.25 pt+10.56%
Since launch
+12.37%+12.09%+12.45%−0.08 pt+14.32%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty Smallcap 100 TRI. * From NAVs. Source: AMFI.