Sundaram Long Term Micro Cap Tax Advantage Fund Series IV
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
13%Top sector wt.
-Cash
Market-cap allocation
Large cap2%
Mid cap4%
Small cap85%
Asset allocation
Asset mix not available.
Top holdings
MTAR Technologies LtdEQUITY
7.3%Aster DM Healthcare LtdEQUITY
6.8%Angel One LtdEQUITY
5.7%4.1%
3.9%
Affle (India) LtdEQUITY
3.7%3.6%
CSB Bank LtdEQUITY
3.6%KSB LTDEQUITY
3.5%TREPSCASH_EQUIVALENT
3.5%3.2%
2.9%
ESAB India LtdEQUITY
2.6%TVS Holdings LtdEQUITY
2.6%2.6%
SIS LtdEQUITY
2.5%Can Fin Homes LtdEQUITY
2.4%Sapphire Foods India LtdEQUITY
2.4%2.4%
Grindwell Norton LtdEQUITY
2.3%JK Cement LtdEQUITY
2.2%Zomato LtdEQUITY
2.2%2.0%
1.8%
Natco Pharma LtdEQUITY
1.7%Neogen Chemicals LtdEQUITY
1.7%Birlasoft LtdEQUITY
1.6%PVR INOX LtdEQUITY
1.6%RHI Magnesita India LtdEQUITY
1.5%1.3%
Landmark Cars LtdEQUITY
1.2%Brigade Enterprises LtdEQUITY
1.2%Venus Pipes & Tubes LtdEQUITY
1.2%1.2%
Westlife Foodworld LtdEQUITY
1.1%Aavas Financiers LtdEQUITY
1.0%0.9%
Ganesha Ecosphere LtdEQUITY
0.8%0.7%
EID Parry India LtdEQUITY
0.7%0.7%
Cash and Other Net Current AssetsCASH_EQUIVALENT
0.0%AI Smart summary
Pros
- Balanced across the metrics we track.
Cons
- Small-cap heavy (85%) - 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.
13.1%
11.1%
9.1%
8.6%
7.8%
6.8%
5.7%
4.8%
4.6%
4.6%
3.6%
2.6%
2.5%
2.2%