Fundalysisby DARKHORSESTOCKS

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.

AUM(Sept 2017 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 202630.8−3.7%
Aug 202632+0.8%
Jul 202631.7+0.3%
Jun 202631.6+3.0%
May 202630.7+0.5%
Apr 202630.6+18.2%
Mar 202625.9−9.9%
Feb 202628.7−1.3%
Jan 202629.1−4.3%
Dec 202530.4−1.0%
Nov 202530.7−1.5%
Oct 202531.2+3.5%
AUM at month end, Sept 2026
₹31 Cr
−1.3% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Sept 2017 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 20265.75%0.00 pt
Jun 20265.76%+0.11 pt
Mar 20265.65%+0.05 pt
Dec 20255.60%+0.02 pt
Direct plans' share of AUM, Sept 2026
5.75%
+0.15 pt since Dec 2025
Fig. 2.Sundaram Long Term Micro Cap Tax Advantage Fund Series V'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 *
−4.65%−4.66%––−4.24%
3 months *
−5.34%−5.40%––−4.08%
6 months *
+8.95%+8.83%––+2.67%
1 year
+3.24%+3.00%+7.05%−3.82 pt−2.45%
3 years
+10.87%+10.63%+15.71%−4.83 pt+10.93%
5 years
+12.91%+12.66%+11.95%+0.95 pt+10.56%
Since launch
+12.61%+12.23%+11.81%+0.79 pt+14.32%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty Smallcap 100 TRI. * From NAVs. Source: AMFI.