Sundaram Long Term Micro Cap Tax Advantage Fund Series IV
Holdings
40
Concentrated
Top 10 weight
45%
Concentration
Strategy
Active
Portfolio style
Equity
97%
Asset allocation
Portfolio
20Sectors2Large positions13.2%Top: Industrial Products0.0%Cash
Market-cap allocation
Large cap3%
Mid cap4%
Small cap85%
Asset allocation
Equity97%
Top holdings
Aster DM Healthcare LtdEQUITY7.5%
MTAR Technologies LtdEQUITY5.1%
Ujjivan Small Finance Bank LtdEQUITY5.0%
Angel One LtdEQUITY4.9%
Safari Industries (India) LtdEQUITY4.1%
Affle (India) LtdEQUITY3.9%
Rate Gain Travel Technologies LtdEQUITY3.8%
Equitas Small Finance Bank LimitedEQUITY3.8%
KSB LTDEQUITY3.7%
TREPSDERIVATIVE3.5%
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Portfolio read
- 97% equity.
- Large-cap exposure is 3%.
- Largest equity sector is Industrial Products at 13.2%.
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 Products13.2%
Banks12.0%
Finance7.7%
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