Sundaram Long Term Micro Cap Tax Advantage Fund Series III
Holdings
40
Concentrated
Top 10 weight
45%
Concentration
Strategy
Active
Portfolio style
Equity
96%
Asset allocation
Portfolio
20Sectors2Large positions14.1%Top: Industrial Products0.0%Cash
Market-cap allocation
Large cap3%
Mid cap3%
Small cap86%
Asset allocation
Equity96%
Top holdings
Aster DM Healthcare LtdEQUITY7.6%
MTAR Technologies LtdEQUITY5.2%
Affle (India) LtdEQUITY4.4%
KSB LTDEQUITY4.3%
Ujjivan Small Finance Bank LtdEQUITY4.3%
Angel One LtdEQUITY4.1%
Safari Industries (India) LtdEQUITY4.0%
Rate Gain Travel Technologies LtdEQUITY3.9%
Equitas Small Finance Bank LimitedEQUITY3.7%
TREPSDERIVATIVE3.7%
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Portfolio read
- 96% equity.
- Large-cap exposure is 3%.
- Largest equity sector is Industrial Products at 14.1%.
Watchpoints
- Review concentration alongside the fund mandate.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in this category.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Industrial Products14.1%
Banks11.2%
Finance7.6%
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