Our Opinion
Recently Viewed
Clear AllValue Research Rating
Our Opinion
Riskometer
Very High
₹29.9472 0.27%
As on 02-Apr-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Sundaram Long Term Micro Cap Tax Advantage Fund Series III - Regular Plan
|
|
Very High
|
loading... |
-- |
₹70 Cr
--
500
--
--
--
About Sundaram Long Term Micro Cap Tax Advantage Fund Series III - Regular Plan
Sundaram Long Term Micro Cap Tax Advantage Fund Series III - Regular Plan is a equity mutual fund scheme of Sundaram Mutual Fund. Launched on November 18, 2016, it is currently managed by Dwijendra Srivastava and Rohit Seksaria. The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹70 Cr.
Sundaram Long Term Micro Cap Tax Advantage Fund Series III - Regular Plan is mandated to invest at least 80 per cent of its assets in equity stocks. It offers tax exemption under Section 80C of the Indian income tax laws. As per this section, investments of up to Rs 1.5 lakh in a financial year in eligible securities are exempt from tax. The fund allows minimum lumpsum investment of ₹500 and minimum SIP of ₹--.
Investment Strategy
The scheme seeks to generate capital appreciation over a period of ten years by predominantly investing in equity and equity-related instruments of companies that can be termed as micro-cap and from income tax benefit available.
Suitability
ELSS funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Sundaram Long Term Micro Cap Tax Advantage Fund Series III - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Sundaram Long Term Micro Cap Tax Advantage Fund Series III - Regular Plan can be bought from the Sundaram Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Sundaram Long Term Micro Cap Tax Advantage Fund Series III - Regular Plan, is ₹29.9472 as of 03-Apr-2026.
Over the past five years, Sundaram Long Term Micro Cap Tax Advantage Fund Series III - Regular Plan has delivered an annualised return of 19.40% as of 03-Apr-2026.
The minimum investment required to start investing in Sundaram Long Term Micro Cap Tax Advantage Fund Series III - Regular Plan is ₹500 for the lump sum option and ₹-- for the SIP (Systematic Investment Plan) option.
New Process Alert 
Seems like you've uploaded a wrong QR code. Please upload the QR code downloaded from MF Central platform.