ad
Sundaram LT Micro Cap Tax Adv Fund-Sr IV-(G)-Direct Plan

Sundaram LT Micro Cap Tax Adv Fund-Sr IV-(G)-Direct Plan

EquityELSSHigh Risk

+17.45%

5Y annualised

Expert Rating Locked 🔒

Subscribe to unlock the ratings

  • Lorem ipsum dolor sit amet, consectetur adipiscing elit.
  • Mattis eget etiam curabitur a cras malesuada pulvinar.

Buy, Hold or Sell?

Unlock our SEBI-RIA verdict on this fund.

Locked

NAV : 27 Aug 2026

₹32.32

Min. SIP amount

--

Fund size (AUM)

37 Cr

Expense ratio

1.33%

Launched on

24 Mar 2017

Lock-in period

3Y

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,59,046

Stock Allocation

Stock nameSectorAllocation
Brigade Enterprises LtdRealty14.78%
Angel One LtdFinance14.04%
Multi Commodity Exchange Of India LtdFinance9.96%

Fund Composition

37 Cr

Large Cap

2.55%

Mid Cap

3.95%

Small Cap

90.04%

Others

3.47%

Sector Allocation

37 Cr

Finance

29.74%

Realty

14.78%

Healthcare

11.89%

Capital Goods

7.12%

Bank

6.91%

It

5.80%

Fmcg

4.61%

Construction Materials

3.55%

Others

15.62%

0

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (ELSS)

Exit load, stamp duty and tax

Exit load

If units sold on or before 0

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

RS

Rohit Seksaria

Present

Similar/Peer Fund Comparison

Fund name
Q

Quant ELSS Tax Saver Fund(G)-Direct Plan

+17.30%
M

Motilal Oswal ELSS Tax Saver Fund(G)-Direct Plan

+23.56%
J

JM ELSS-Tax Saver Fund(G)-Direct Plan

+18.01%
S

Sundaram LT Micro Cap Tax Adv Fund-Sr IV-(G)-Direct Plan

+13.92%
E

Edelweiss ELSS Tax saver Fund(G)-Direct Plan

+15.77%
H

HSBC ELSS Tax saver Fund(G)-Direct Plan

+18.21%
I

ITI ELSS Tax Saver Fund(G)-Direct Plan

+19.09%
B

Baroda BNP Paribas ELSS Tax Saver Fund(G)-Direct Plan

+17.64%

FAQs

Sundaram LT Micro Cap Tax Adv Fund-Sr IV-(G)-Direct Plan is a part of Sundaram Asset Management Company Limited, it was incepted on 24 Mar 2017. This fund is managed by Rohit Seksaria. It is a Equity type of fund.

The current NAV of Sundaram LT Micro Cap Tax Adv Fund-Sr IV-(G)-Direct Plan is ₹32.32 (as of 27 Aug 2026).

Sundaram LT Micro Cap Tax Adv Fund-Sr IV-(G)-Direct Plan has delivered 11.17% in 1 year, 13.92% in 3 years, and 17.45% in 5 years (annualised).

The minimum SIP amount for Sundaram LT Micro Cap Tax Adv Fund-Sr IV-(G)-Direct Plan is ₹--.

The expense ratio of Sundaram LT Micro Cap Tax Adv Fund-Sr IV-(G)-Direct Plan is 1.33%.

PRO Mutual Fund Advisory is Univest's personalised mutual fund advisory service. We analyse your portfolio, risk protile and goals to recommend the right mix of funds for you.

Anyone looking for personalised fund guidance—whether you're starting your MF journey or existing investors who want guidance on improving or restructuring their existing MF portfolio

Our recommendations are built on your profile, risk level, goals, existing portfolio, and Univest's proprietary fund ratings, not generic lists or trending funds.

A. Basic (PRO MF) - Get a personalised basket built for your goals and risk level, along with a complete portfolio health check, quarterly rebalancing guidance, and smart insights to optimise your returns.
B. Premium Advisory - Everything in Basic, plus dedicated 1:1 expert calls, deeper portfolio reviews, personalised reports, and priority support to help you make confident, well-guided investment decisions.

You can choose to execute them from any platform you already use. However, executing on Univest gives you a smoother experience with one-click investing and effortless rebalancing

GET THE APP

Join 1Cr users today.

SEBI Registered Analyst-backed Picks. Free Demat. One App

  • Free Demat account in under 5 minutes
  • Live market data — Nifty, Sensex, sector insights
  • SEBI Registered analyst-backed stock picks
Get it on Google PlayDownload on the App Store

Copyright 2026 Univest. All rights reserved.
Designed with ❤️ in India

arrow down