Sundaram Long Term Micro Cap Tax Advantage Fund Series V
Holdings
41
Concentrated
Top 10 weight
43%
Concentration
Strategy
Active
Portfolio style
Equity
96%
Asset allocation
Portfolio
20Sectors2Large positions13.1%Top: Industrial Products0.0%Cash
Market-cap allocation
Large cap3%
Mid cap4%
Small cap87%
Asset allocation
Equity96%
Top holdings
Aster DM Healthcare LtdEQUITY7.4%
MTAR Technologies LtdEQUITY5.1%
Ujjivan Small Finance Bank LtdEQUITY4.9%
Affle (India) LtdEQUITY4.4%
KSB LTDEQUITY4.1%
Rate Gain Travel Technologies LtdEQUITY3.8%
TREPSDERIVATIVE3.8%
Equitas Small Finance Bank LimitedEQUITY3.4%
Procter & Gamble Health LtdEQUITY3.3%
Safari Industries (India) LtdEQUITY3.3%
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Portfolio read
- 96% equity.
- Large-cap exposure is 3%.
- Largest equity sector is Industrial Products at 13.1%.
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 Products13.1%
Banks11.4%
Finance9.9%
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