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Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Plan - Growth is an equity scheme managed by Sundaram Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 22.53%, with the bottom and top quartiles at 18.82% and 34.00% respectively. The total expense ratio is 1.17% on assets of ₹31Cr. The fund is currently managed by Sudhir Kedia, appointed within the last year.
Lower is better.
This scheme classifies as Mid-Growth on the 3x3 equity style box, with 80% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
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| Window | Min | P25 | Median |
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Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| KSB Limited | Industrials | 4.91% |
| Angel One Limited | Financial Services | 3.36% |
| Sapphire Foods India Limited | Consumer Cyclical | 2.90% |
| Esab India Limited | Industrials | 2.51% |
| SIS Limited | Industrials | 2.27% |
| Landmark Cars Limited | Consumer Cyclical | 1.35% |
| Elecon Engineering Company Limited | Industrials | 1.28% |
| Venus Pipes And Tubes Limited | Basic Materials | 1.18% |
| Butterfly Gandhimathi Appliances Limited | Consumer Cyclical | 0.63% |
| Sector | Holdings | Weight |
|---|---|---|
| Industrial Products | 3 | 13.34% |
| Banks | 3 | 10.97% |
| Finance | 5 | 10.31% |
| Consumer Durables | 1 | 8.72% |
| Healthcare Services | 1 | 6.58% |
| Aerospace & Defense | 1 | 6.01% |
| IT - Services | 2 | 4.99% |
| Pharmaceuticals & Biotechnology | 2 | 4.52% |
| IT - Software | 2 | 4.47% |
| Leisure Services | 1 | 4.16% |
| Capital Markets | 1 | 3.36% |
| Construction | 1 | 2.47% |
| Other Consumer Services | 1 | 2.27% |
| Cement & Cement Products | 1 | 2.17% |
| Retailing | 1 | 2.17% |
| Entertainment | 1 | 2.05% |
| Chemicals & Petrochemicals | 1 | 1.50% |
| Realty | 1 | 1.44% |
| Automobiles | 1 | 1.35% |
| Industrial Manufacturing | 1 | 1.28% |
| Textiles & Apparels | 1 | 0.95% |
| Fertilizers & Agrochemicals | 1 | 0.82% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
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| Positive % |
|---|
| 1Y | -7.21% | 5.41% | 21.85% | 43.80% | 129.24% | 92.2% |
| 3Y | 10.81% | 18.82% | 22.53% | 34.00% | 47.56% | 100.0% |
| 5Y | 17.87% | 22.06% | 27.63% | 31.57% | 36.46% | 100.0% |
Top-10 weight 20.4% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 3 data points.
| 5Y |
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| Star |
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