Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Regular Plan - Growth

Q: How to check the XIRR of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth?

You can track the exact XIRR and portfolio overlapping of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth?

Use the MutualSaathi Portfolio Analyzer to compare Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Sundaram Mutual Fund

Expense Ratio: 1.44

Risk: Very High

ELSS

Plan: Regular

Benchmark: Nifty Smallcap 100 TRI

Inception: 27-09-2016

Exit Load: Nil

Fund Size:₹35.31 Cr

Performance

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund9.59%

Cat. Avg.6.78%

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

Tap to expand

Market Cap

Tap to expand

Top Sectors

Tap to expand

Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	Aster DM Healthcare Ltd	Equity	Listed	Mid Cap	Healthcare Services		2.66	7.13%
2	MTAR Technologies Ltd	Equity	Listed	Small Cap	Electrical Equipment		2.55	6.83%
3	Angel One Ltd	Equity	Listed	Small Cap	Capital Markets		2.01	5.40%
4	TREPS	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	5.42%	1.60	4.30%
5	Safari Industries (India) Ltd	Equity	Listed	Small Cap	Consumer Durables		1.57	4.20%
6	KSB LTD	Equity	Listed	Small Cap	Industrial Products		1.55	4.16%
7	Ujjivan Small Finance Bank Ltd	Equity	Listed	Small Cap	Banks		1.53	4.10%
8	Equitas Small Finance Bank Limited	Equity	Listed	Small Cap	Banks		1.41	3.78%
9	Rate Gain Travel Technologies Ltd	Equity	Listed	Small Cap	It - Software		1.40	3.76%
10	Affle (India) Ltd	Equity	Listed	Small Cap	It - Services		1.28	3.44%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	09 Mar, 26	25000	27459	+9.8%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	12 Feb, 26	1 L.	1.10 L.	+9.6%	N/A

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.