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.

Overview(4 Sept 2026)

Fund managers1

  1. Rohit SeksariaCo-manager · Apr 2019 · 24y · B.Com
  1. Dwijendra SrivastavaMay 2018 – Sept 2026

Key facts

Benchmark
Nifty Small Cap 100 TRI
Risk
Very High
Expense
Regular 1.23% · Direct 1.12%
Exit load
Nil
Started
24 Mar 2017
Minimum
For both Regular and Direct Plan Rs 500/-

Source.Its Scheme Summary Document as of 4 Sept 2026 at AMFI.

What changed(1 change)

Sept 2026

1 change
  1. Dwijendra Srivastava left
    4 Septran it as co-manager from May 2018

Source.Its filings at NSE, since May 2024.

Fund managers over time(May 2018 – now)

  1. Rohit Seksaria
  2. Dwijendra Srivastava
MainCoSlice20192020202120222023202420252026
Fig. 1.Who ran it when: each manager from the date the fund house gives, or the first document listing them where it gives none, to when they left. A slice is part of it: overseas, gold and silver, or arbitrage.

Objective and risk(4 Sept 2026)

Objective

The investment objective of the scheme is to generate capital appreciation over a period of ten years by predominantly investing in equity and equity-related instruments of companies that can be termed as micro-cap. the investment will be eligible for Income tax benefit. For the purpose of investment by the scheme ‘micro cap’ stock is defined as one whose market cap is equal to or lower than the 301st Stock by market cap (after sorting the securities in the descending order of market capitalization) on the National Stock exchange of India limited, mumbai, at the time of investment. however, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Risk, type and benchmark

Riskometer
Very High
At launch
Moderately High
Type
A close ended Equity Linked Savings Scheme
Benchmark
Nifty Small Cap 100 TRI

Asset allocation it may hold% of NAV

  1. Equity and equity related instruments –
    Allowed65–100%
  2. Other Equity & Equity related securities –
    Allowed0–35%
  3. Fixed Income and money market securities
    Allowed0–20%Holds2.1%

Holds in Sept 2026.97.9% equity · 2.1% debt and cash

How to invest(4 Sept 2026)

Buying

To start
For both Regular and Direct Plan Rs 500/-, then in multiples of ₹500
Most
₹99,99,99,99,999

Selling and switching

To redeem
₹500 or 50 Units units
Switch minimum
₹500 or 50 Units units

Scheme details(4 Sept 2026)

What it is

Category
ELSS
Offer
24 Mar 2017
Started
24 Mar 2017
Matures
24 Mar 2027
Plans
Plan: Regular and Direct · Option: Growth · IDCW
Face value
₹10
Listed
Unlisted

How it is run

Swing pricing
No
Side-pocketing
No
Custodian
Standard Chartered Bank, Mumbai
Auditor
R.G.N.PRICE & CO
Registrar
KFin Technologies Limited
SEBI code
SUND/C/E/ELS/16/06/0029