Investment Objective - 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.

Fund House

Sundaram Mutual Fund

Return Since Launch

13.43%

Launch Date

Jun 23, 2017

Type

Closed Ended

Riskometer

Very High

Ratio Analysis

Portfolio Turnover Ratio

8.00 vs NA

Fund Vs Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
Aster DM Healthcare Ltd.	5.93	Pharmaceuticals and health care	Equity
Affle 3I Ltd.	5.65	Service	Equity
KSB Ltd.	5.22	Engineering	Equity
Sapphire Foods India Ltd.	4.84	Hospitality	Equity
Safari Industries (India) Ltd.	4.81	Packaging	Equity
JK Cement Ltd.	4.03	Cement	Equity
CSB Bank Ltd.	3.78	Banks	Equity
Angel One Ltd.	3.65	Finance	Equity
Ujjivan Small Finance Bank Ltd.	3.53	Banks	Equity
Greenpanel Industries Ltd.	3.47	Construction	Equity

View All

Sep 23, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	-1.19	0.92	1.16	17.36	13.98	18.16	31.93	NA	13.43
Category Average (%)	-0.63	1.30	2.15	11.17	-3.47	16.05	20.70	NA	15.83
Rank within Category	197	96	144	22	91	64	7	NA	151

* Returns over 1 year are CAGR

Peer Comparision

Scheme Name(IDCW Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Axis ELSS Tax Saver Fund	55.74	34,528	-0.80	0.63	2.21	8.58	-10.76	6.27	9.46	7.59	14.45	0.81
SBI ELSS Tax Saver Fund	117.55	29,937	-0.78	0.95	1.39	7.70	-2.96	21.01	21.52	8.00	21.36	0.95
Mirae Asset ELSS Tax Saver Fund	30.84	25,562	-0.32	2.10	3.28	12.44	-7.33	9.25	13.13	NA	12.26	0.59
HDFC ELSS Tax Saver Fund	104.58	16,525	-0.10	1.74	3.20	11.41	-5.49	14.34	17.63	5.48	20.24	1.09
DSP ELSS Tax Saver Fund	94.00	16,475	-0.15	1.70	0.73	6.39	-5.06	17.66	21.61	15.31	19.25	0.69
Aditya Birla Sun Life ELSS Tax Saver Fund	459.47	15,216	-0.72	0.51	3.27	13.23	-4.03	14.80	14.66	11.96	35.07	0.97
Nippon India ELSS Tax Saver Fund	48.26	14,934	-0.18	1.16	2.84	11.27	-10.02	13.36	21.39	8.04	13.16	1.02
ICICI Prudential ELSS Tax Saver Fund	47.77	14,346	-0.23	0.08	2.27	8.08	-6.95	10.79	14.47	5.61	13.07	1.09
Quant ELSS Tax Saver Fund	56.43	11,396	2.61	5.60	5.76	14.48	-7.40	16.38	29.36	17.19	14.58	0.58
Canara Robeco ELSS Tax Saver Fund	81.17	8,742	-0.40	1.44	2.13	10.84	-7.39	12.45	15.61	10.42	17.88	0.55

View All

Sep 23, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹4,852 (-2.97%)

Fund Manager

Rohit Seksaria

Dwijendra Srivastava

Mr. Rohit Seksaria is CS, CA & has done MBA from IIM Ahmedabad. Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

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Here is the list of funds managed by Rohit Seksaria

Scheme Name(IDCW Direct)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Sundaram Services Fund	Equity - Sectoral/Thematic	26.36	4,333	-4.85	19.85
Sundaram Small Cap Fund	Equity - Small Cap	38.27	3,282	-15.58	19.04
Sundaram Multi Asset Allocation Fund	Hybrid - Multi Asset Allocation	13.02	2,669	9.48	NA
Sundaram Value Fund	Equity - Value	20.79	1,461	-4.39	12.19
Sundaram Financial Services Opportunities Fund	Equity - Sectoral/Thematic	36.14	1,460	-8.24	18.30
Sundaram Multi-Factor Fund	Equity - Sectoral/Thematic	10.21	861	NA	NA
Sundaram NIFTY 100 Equal Weight Fund	Others - Index Funds/ETFs	88.91	108	-10.97	17.35
Sundaram Long Term Micro Cap Tax Advantage Fund - Series III	Equity - ELSS	30.14	75	-3.73	30.06
Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI	Equity - ELSS	27.31	36	-2.97	31.93
Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV	Equity - ELSS	28.26	35	-3.55	30.44

View All

Sep 23, 2025

Top Performing Related Funds

Scheme Name(IDCW Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Sundaram Mid Cap Fund	71.92	12,501	-1.01	0.61	-3.35	6.51	-15.10	12.67	19.20	8.23	16.76	0.93
Sundaram Large and Mid Cap Fund	35.99	6,651	-0.28	1.39	3.84	10.92	-9.75	8.87	15.50	7.87	10.58	0.77
Sundaram Services Fund	26.36	4,333	-0.14	0.93	1.69	14.87	-4.85	11.63	19.85	NA	14.85	0.74
Sundaram Large Cap Fund	17.77	3,302	-0.52	0.14	0.69	-0.22	-12.34	7.67	NA	NA	12.32	0.64
Sundaram Small Cap Fund	38.27	3,282	-0.76	2.31	-3.14	9.70	-15.58	10.81	19.04	6.36	11.12	0.87
Sundaram Multi Cap Fund	91.79	2,810	-1.07	1.21	3.81	7.69	-9.05	9.95	16.54	8.86	19.02	0.94