Sundaram Long Term Micro Cap Tax Advantage Fund Series V
Sundaram Mutual Fund
As of 2026-07-31
Holdings
41
Concentrated
Top 10 weight
43%
Concentration
Strategy data
N/A
Not reported
Equity
96%
Asset allocation
Portfolio
20Sectors
2Large positions
13.1%Top: Industrial Products
0.0%Cash
Market-cap allocation
Large cap3%
Mid cap4%
Small cap87%
Asset allocation
Equity96%
Top holdings
Aster DM Healthcare LtdEQUITY
7.4%MTAR Technologies LtdEQUITY
5.1%4.9%
Affle (India) LtdEQUITY
4.4%KSB LTDEQUITY
4.1%3.8%
TREPSDERIVATIVE
3.8%3.4%
3.3%
3.3%
CSB Bank LtdEQUITY
3.2%Angel One LtdEQUITY
3.1%TVS Holdings LtdEQUITY
2.8%Can Fin Homes LtdEQUITY
2.8%SIS LtdEQUITY
2.6%2.6%
Brigade Enterprises LtdEQUITY
2.5%Sapphire Foods India LtdEQUITY
2.5%2.5%
2.4%
ESAB India LtdEQUITY
2.2%JK Cement LtdEQUITY
2.2%PVR INOX LtdEQUITY
2.1%Grindwell Norton LtdEQUITY
2.0%2.0%
Landmark Cars LtdEQUITY
1.7%PNB Housing Finance LtdEQUITY
1.7%1.6%
Natco Pharma LtdEQUITY
1.5%Birlasoft LtdEQUITY
1.5%RHI Magnesita India LtdEQUITY
1.4%Venus Pipes & Tubes LtdEQUITY
1.4%Westlife Foodworld LtdEQUITY
1.3%EID Parry India LtdEQUITY
1.2%1.1%
Ganesha Ecosphere LtdEQUITY
1.0%1.0%
Aavas Financiers LtdEQUITY
0.98%0.87%
0.76%
Cash and Other Net Current AssetsDERIVATIVE
0.03%AI Smart summary
Portfolio read
- 96% equity.
- 41 disclosed positions across 20 classified equity sectors.
- Largest equity sector is Industrial Products at 13.1% of the portfolio.
Watchpoints
- Small-cap exposure is 87%, which may increase volatility and liquidity risk.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
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Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
13.1%
11.4%
9.9%
7.6%
7.4%
6.2%
5.3%
5.3%
4.8%
3.8%
3.1%
2.6%
2.6%
2.5%
Other 6 sectors10.7%
2.5%
2.2%
2.1%
1.7%
1.2%
1.0%