Scheme

Sundaram Long Term Micro Cap Tax Advantage Fund Series V

Holds 41 companies worth ₹29.9 Cr in Sept 2026.

Fund house
SundaramThe fund house that runs this scheme.
AUM
₹30.8 CrSundaram Long Term Micro Cap Tax Advantage Fund Series V's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 3.7% on Aug 2026, ₹32 Cr.
Largest holding
Mtar Technologies LimitedMtar Technologies Limited is 7.2% of this scheme's NAV.
Fund manager
Rohit SeksariaRuns its co-manager part since 31 Dec 2021, as the fund house dates it.

Holdings^{(Aug 2017 – Sept 2026)}

Holdings in Sept 2026. Tick up to 2 to plot them.
Plot	41 companies ·	₹ Cr
	Mtar Technologies Limited	2.2
	Aster DM Healthcare Limited	2
	Ujjivan Small Finance Bank Limited	1.3
	Affle 3i Limited	1.3
	KSB Limited	1.3
	Rategain Travel Technologies Limited	1.1
	Equitas Small Finance Bank Limited	0.98
	CSB Bank Limited	0.97
	Greenpanel Industries Limited	0.96
	Safari Industries India Limited	0.95
	Sapphire Foods India Limited	0.91
	Angel One Limited	0.91
	Procter Gamble Health Limited	0.88
	Eternal Limited	0.86
	Kalpataru Projects International Limited	0.84
	Security and Intelligence Services India Limited	0.82
	Brigade Enterprises Ltd	0.79
	Can Fin Homes Limited	0.77
	TVS Holdings Limited	0.73
	ESAB India Ltd	0.68
	JK Cement	0.64
	PNB Housing Finance Limited	0.59
	Venus Pipes And Tubes Limited	0.56
	Grindwell Norton Limited	0.54
	Landmark Cars Limited	0.49
	IIFL Securities Ltd	0.48
	Cholamandalam Financial Holdings Limited	0.46
	Orient Refractories Limited	0.45
	Clean Science and Technology Limited	0.44
	Natco Pharma	0.43
	Birlasoft Limited	0.42
	Elecon Engineering Co Ltd	0.36
	EIDPARRY	0.35
	Bandhan Bank Limited	0.35
	Granules India Limited	0.32
	Amber Enterprises India Limited	0.32
	Interglobe Aviation Limited	0.31
	R Systems International Limited	0.29
	Ganesha Ecosphere Limited	0.28
	Aavas Financiers Limited	0.28
	Century Plyboards India Limited	0.2

Mtar Technologies Limited
Aster DM Healthcare Limited

Market value of each ticked company in Sundaram Long Term Micro Cap Tax Advantage Fund Series V, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	Mtar Technologies Limited	Aster DM Healthcare Limited
Sept 2025	₹0 Cr	₹1.8 Cr
Oct 2025	₹0 Cr	₹2 Cr
Nov 2025	₹0.72 Cr	₹1.9 Cr
Dec 2025	₹0.69 Cr	₹1.8 Cr
Jan 2026	₹0.83 Cr	₹1.6 Cr
Feb 2026	₹1.1 Cr	₹1.9 Cr
Mar 2026	₹0.99 Cr	₹1.9 Cr
Apr 2026	₹1.8 Cr	₹2 Cr
May 2026	₹2.2 Cr	₹2.1 Cr
Jun 2026	₹2.2 Cr	₹2.3 Cr
Jul 2026	₹1.6 Cr	₹2.4 Cr
Aug 2026	₹2 Cr	₹2.2 Cr
Sept 2026	₹2.2 Cr	₹2 Cr

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

Allocation^{(Sept 2026)}

Market cap

		% of NAV
Large Cap	2	3.80

Mid Cap	2	8.57

Small Cap	37	84.76

Cash & others		2.87

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	2.85K	2.2	7.21
Aster DM Healthcare Limited	Equity	Healthcare Services	28.7K	2	6.50
Ujjivan Small Finance Bank Limited	Equity	Banks	1.99L	1.3	4.36
Affle 3i Limited	Equity	IT - Services	8.79K	1.3	4.32
KSB Limited	Equity	Industrial Products	15.3K	1.3	4.27
Rategain Travel Technologies Limited	Equity	IT - Software	13.2K	1.1	3.65
Equitas Small Finance Bank Limited	Equity	Banks	1.42L	0.98	3.17
CSB Bank Limited	Equity	Banks	31K	0.97	3.14
Greenpanel Industries Limited	Equity	Consumer Durables	59.7K	0.96	3.11
Safari Industries India Limited	Equity	Consumer Durables	6.66K	0.95	3.09
Sapphire Foods India Limited	Equity	Leisure Services	43K	0.91	2.97
Angel One Limited	Equity	Capital Markets	33.3K	0.91	2.96
Procter Gamble Health Limited	Equity	Pharmaceuticals & Biotechnology	1.57K	0.88	2.84
Eternal Limited	Equity	Retailing	26.9K	0.86	2.80
Kalpataru Projects International Limited	Equity	Construction	6.05K	0.84	2.71
Security and Intelligence Services India Limited	Equity	Other Consumer Services	19.5K	0.82	2.66
Brigade Enterprises Ltd	Equity	Realty	13.8K	0.79	2.57
Can Fin Homes Limited	Equity	Finance	10.7K	0.77	2.49
TVS Holdings Limited	Equity	Finance	601	0.73	2.36
ESAB India Ltd	Equity	Industrial Products	1.22K	0.68	2.20
JK Cement	Equity	Cement & Cement Products	1.26K	0.64	2.07
PNB Housing Finance Limited	Equity	Finance	5.23K	0.59	1.91
Venus Pipes And Tubes Limited	Equity	Industrial Products	2.61K	0.56	1.82
Grindwell Norton Limited	Equity	Industrial Products	2.73K	0.54	1.77
Landmark Cars Limited	Equity	Automobiles	10.2K	0.49	1.58
IIFL Securities Ltd	Equity	Leisure Services	8.09K	0.48	1.55
Cholamandalam Financial Holdings Limited	Equity	Finance	3.29K	0.46	1.48
Orient Refractories Limited	Equity	Industrial Products	11.6K	0.45	1.45
Clean Science and Technology Limited	Equity	Chemicals & Petrochemicals	5.6K	0.44	1.44
Natco Pharma	Equity	Pharmaceuticals & Biotechnology	5.14K	0.43	1.38
Birlasoft Limited	Equity	IT - Software	15.4K	0.42	1.36
Elecon Engineering Co Ltd	Equity	Electrical Equipment	7.7K	0.36	1.16
EIDPARRY	Equity	Food Products	5.1K	0.35	1.14
Bandhan Bank Limited	Equity	Banks	19.4K	0.35	1.12
Granules India Limited	Equity	Pharmaceuticals & Biotechnology	3.83K	0.32	1.05
Amber Enterprises India Limited	Equity	Consumer Durables	482	0.32	1.04
Interglobe Aviation Limited	Equity	Transport Services	617	0.31	1.00
R Systems International Limited	Equity	IT - Services	10.5K	0.29	0.95
Ganesha Ecosphere Limited	Equity	Textiles & Apparels	2.77K	0.28	0.90
Aavas Financiers Limited	Equity	Finance	2.29K	0.28	0.90
Century Plyboards India Limited	Equity	Consumer Durables	3K	0.2	0.67

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