Primarily market-linked growth exposure
The investment objective of the scheme is 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. the investment will be eligible for Income tax benefit. For the purpose of investment by the scheme ‘micro cap’ stock is defined as one whose market cap is equal to or lower than the 301st Stock by market cap (after sorting the securities in the descending order of market capitalization) on the National Stock exchange of India limited, mumbai, at the time of investment. however, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Investors with a long horizon who can tolerate meaningful falls in value.
Share-price volatility, valuation risk, concentration and tracking risk where applicable.
How the money may be invested
Equity and equity related instruments – 65-100 %; Other Equity & Equity related securities – 0 - 35 %; Fixed Income and money market securities - 0 - 20%;
- SEBI category
- ELSS
- Fund type
- A close ended Equity Linked Savings Scheme
- Primary benchmark
- Nifty Small Cap 100 TRI
Use the latest monthly portfolio
Top holdings are the largest securities currently owned by the scheme. Names and weights can change every month, so a copied list can become misleading. Open the AMC's current official portfolio or factsheet below and look for this exact fund name.
Manager and scheme tenure
- Fund manager(s)
- Mr. Rohit Seksaria
- Manager tenure on this scheme
- Since 11-May-18
- Role / co-management
- Comanage
The tenure above is experience managing this scheme, not the manager's total career experience. For education, qualifications and prior roles, open the latest official AMC factsheet or manager profile below.
Latest NAV records
NAV is a per-unit accounting value. Compare returns, portfolio, risk and cost — never choose a fund only because its NAV looks low.
| Plan / option reported by AMFI | NAV | Date |
|---|---|---|
| SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES III | ₹36.0932 | 04 Sep 2026 |
| SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES III | ₹32.6737 | 04 Sep 2026 |
| SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES III | ₹37.2578 | 04 Sep 2026 |
| SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES III | ₹31.5788 | 04 Sep 2026 |
What you pay and how money moves
- Stated expense ratio
- Regular 1.23%, Direct 1.04%
- Exit load
- NIL
- Minimum application
- For both Regular and Direct Plan Rs 500/- · multiples of Rs. 500/-
- SIP frequency
- Not Applicable
- Minimum SIP amount
- Not Applicable
- Minimum instalments
- Not Applicable
How a mutual-fund investment is paid
- Complete KYCIdentity, PAN, bank and contact verification are required.
- Choose route and optionUnderstand direct vs regular and growth vs IDCW before selecting.
- Choose SIP or lump sumSIP uses an automated mandate; lump sum is a one-time payment.
- Receive units at applicable NAVCut-off time, cleared funds and scheme rules determine the applicable NAV.
- Review, do not chaseTrack goal fit, risk, manager/mandate changes, costs and portfolio — not daily noise.
Download and verify at source
The packaged Scheme Summary PDF is the official AMFI file, unchanged. Live AMC links are included for time-sensitive factsheets, top holdings and portfolios.
Source verification date: 06 September 2026. If a live document differs from this page, rely on the newer official document.