Sundaram Long Term Micro Cap Tax Advantage Fund Series III
Sundaram Mutual Fund
As of 2026-05-31
Holdings
40
Concentrated
Top 10 weight
45%
Concentration
Active share
-
Style
Equity
-
Asset allocation
Portfolio
21Sectors
21High-conviction bets
14%Top sector wt.
-Cash
Market-cap allocation
Large cap2%
Mid cap4%
Small cap86%
Asset allocation
Asset mix not available.
Top holdings
MTAR Technologies LtdEQUITY
7.4%Aster DM Healthcare LtdEQUITY
6.9%Angel One LtdEQUITY
4.8%Affle (India) LtdEQUITY
4.1%KSB LTDEQUITY
4.1%3.9%
TREPSCASH_EQUIVALENT
3.8%CSB Bank LtdEQUITY
3.5%3.5%
3.3%
3.3%
2.9%
ESAB India LtdEQUITY
2.6%2.6%
SIS LtdEQUITY
2.6%Sapphire Foods India LtdEQUITY
2.5%TVS Holdings LtdEQUITY
2.5%Can Fin Homes LtdEQUITY
2.5%Grindwell Norton LtdEQUITY
2.5%2.4%
Zomato LtdEQUITY
2.2%2.0%
JK Cement LtdEQUITY
1.8%Natco Pharma LtdEQUITY
1.7%1.7%
Neogen Chemicals LtdEQUITY
1.7%PVR INOX LtdEQUITY
1.6%Birlasoft LtdEQUITY
1.6%RHI Magnesita India LtdEQUITY
1.5%Brigade Enterprises LtdEQUITY
1.4%1.3%
Landmark Cars LtdEQUITY
1.3%Venus Pipes & Tubes LtdEQUITY
1.2%1.2%
Westlife Foodworld LtdEQUITY
1.1%Aavas Financiers LtdEQUITY
1.0%0.9%
Ganesha Ecosphere LtdEQUITY
0.9%0.7%
EID Parry India LtdEQUITY
0.7%0.7%
Cash and Other Net Current AssetsCASH_EQUIVALENT
-0.1%AI Smart summary
Pros
- Balanced across the metrics we track.
Cons
- Small-cap heavy (86%) - higher volatility.
- Concentrated in Industrial Products - watch sector risk.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in this category.
No peers found in this category.
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
13.9%
10.4%
8.9%
8.6%
7.7%
6.9%
5.1%
4.9%
4.8%
4.7%
3.7%
2.6%
2.6%
2.2%