Sundaram Long Term Micro Cap Tax Advantage Fund Series V
Sundaram Mutual Fund
As of 2026-05-31
Holdings
41
Concentrated
Top 10 weight
43%
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 cap87%
Asset allocation
Asset mix not available.
Top holdings
MTAR Technologies LtdEQUITY
7.3%Aster DM Healthcare LtdEQUITY
6.8%Affle (India) LtdEQUITY
4.2%KSB LTDEQUITY
4.0%3.8%
Angel One LtdEQUITY
3.7%CSB Bank LtdEQUITY
3.6%TREPSCASH_EQUIVALENT
3.5%3.3%
3.2%
3.2%
3.1%
Can Fin Homes LtdEQUITY
2.9%TVS Holdings LtdEQUITY
2.7%ESAB India LtdEQUITY
2.6%2.6%
SIS LtdEQUITY
2.6%Sapphire Foods India LtdEQUITY
2.5%2.4%
Zomato LtdEQUITY
2.2%JK Cement LtdEQUITY
2.1%2.0%
PVR INOX LtdEQUITY
1.8%Grindwell Norton LtdEQUITY
1.8%PNB Housing Finance LtdEQUITY
1.8%Natco Pharma LtdEQUITY
1.7%1.7%
Neogen Chemicals LtdEQUITY
1.7%Birlasoft LtdEQUITY
1.6%RHI Magnesita India LtdEQUITY
1.5%1.3%
Landmark Cars LtdEQUITY
1.3%1.2%
Venus Pipes & Tubes LtdEQUITY
1.2%Brigade Enterprises LtdEQUITY
1.2%Westlife Foodworld LtdEQUITY
1.2%Aavas Financiers LtdEQUITY
1.0%0.9%
Ganesha Ecosphere LtdEQUITY
0.8%0.8%
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 (87%) - 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%
10.6%
10.0%
8.6%
8.3%
6.8%
5.1%
4.8%
4.8%
3.7%
3.7%
2.6%
2.6%
2.2%