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Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Plan - Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
39
Aug 2026
Equity Holdings
₹74.30 Cr
Equity only, excl. debt & cash
AAUM
₹42.67 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
25.7%
Moderate
Top 10 Weight
44.4%
Moderate
Changes
40
2 new · 1 exits
Top Sector
Industrial Products
12.0% of portfolio
Launch Date
08 Aug 2016
10 years old

AAUM (Average Assets Under Management) of ₹42.67 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Plan made 2 new additions and exited 1 stock this month. The biggest new buy was InterGlobe Aviation Limited (Transport Services) at 2.02% weight. PVR INOX Limited was the biggest exit (Entertainment), which was held at 1.88%. Among existing holdings, MTAR Technologies Limited saw the biggest increase — now at 6.38% of the portfolio. Grindwell Norton Limited was trimmed the most, now at 1.68%. Aster DM Healthcare Limited remains the top holding with Industrial Products the dominant sector at 12.0%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Industrial Products 14.7% 14.1% -0.6%
Banks 10.5% 11.2% +0.7%
Consumer Durables 8.9% 8.3% -0.7%
Finance 7.8% 7.6% -0.2%
Healthcare Services 7.2% 7.6% +0.4%
IT - Software 5.2% 5.4% +0.2%
IT - Services 4.7% 5.3% +0.6%
Aerospace & Defense 6.9% 5.2% -1.7%
Pharmaceuticals & Biotechnology 4.5% 4.6% +0.1%
Capital Markets 4.6% 4.1% -0.4%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Industrial Products 14.1% 12.0% -2.1%
Banks 11.2% 10.9% -0.3%
Consumer Durables 8.3% 7.7% -0.6%
Finance 7.6% 7.2% -0.5%
Healthcare Services 7.6% 7.0% -0.6%
Aerospace & Defense 5.2% 6.4% +1.2%
IT - Software 5.4% 5.4% +0.0%
IT - Services 5.3% 5.2% 0.0%
Pharmaceuticals & Biotechnology 4.6% 5.1% +0.5%
Leisure Services 3.8% 4.6% +0.8%
🟢
Biggest New Buy
InterGlobe Aviation Limited
2.02% weight · Transport Services
🔴
Biggest Exit
PVR INOX Limited
1.88% was held · Entertainment
Biggest Add
MTAR Technologies Limited
+1.18% · now 6.38%
Biggest Trim
Grindwell Norton Limited
-1.07% · now 1.68%
🤝 Other funds also bought this month
InterGlobe Aviation Limited 40 funds
InterGlobe Aviation Limited
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco India Largecap Fund - Direct Plan - Growth
Invesco India Midcap Fund - Direct Plan - Growth Option + more
Granules India Limited 16 funds
Granules India Limited
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF
Sundaram Small Cap Fund Direct Plan - Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Growth + more
👋 Other funds also exited
PVR INOX Limited 18 funds
PVR INOX Limited
Kotak Special Opportunities Fund - Direct Plan - Growth Option
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Growth
Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 2 New Entries 🔴 1 Exit ↑ 13 Increased ↓ 24 Decreased
#StockSectorWeight (Aug 2026)
1
InterGlobe Aviation Limited
₹1.58 Cr
Transport Services 2.02%
2
Granules India Limited
₹77.41 L
Pharmaceuticals & Biotechnology 0.99%
#StockSectorLast Weight (Jul 2026)
1
PVR INOX Limited
₹1.46 Cr
Entertainment 1.88%
#StockSectorJul 2026Aug 2026Change
1
MTAR Technologies Limited
₹4.98 Cr
Aerospace & Defense 5.20% 6.38% +1.18%
2
Sapphire Foods India Limited
₹2.49 Cr
Leisure Services 2.53% 3.19% +0.66%
3
Brigade Enterprises Limited
₹2.45 Cr
Realty 2.78% 3.13% +0.35%
4
Eternal Limited
₹2.16 Cr
Retailing 2.56% 2.77% +0.21%
5
Kalpataru Projects International Limited
₹2.11 Cr
Construction 2.50% 2.71% +0.21%
6
ESAB India Ltd
₹1.88 Cr
Industrial Products 2.21% 2.40% +0.19%
7
Westlife Development Ltd
₹1.07 Cr
Leisure Services 1.22% 1.37% +0.15%
8
CSB Bank Limited
₹2.62 Cr
Banks 3.23% 3.35% +0.12%
9
Rategain Travel Technologies Limited
₹3.10 Cr
IT - Software 3.90% 3.97% +0.07%
10
EID Parry India Limited
₹1.01 Cr
Food Products 1.23% 1.30% +0.07%
#StockSectorJul 2026Aug 2026Change
1
Grindwell Norton Limited
₹1.31 Cr
Industrial Products 2.75% 1.68% -1.07%
2
Shivalik Bimetal Controls Ltd
₹91.59 L
Industrial Products 2.02% 1.17% -0.85%
3
Aster DM Healthcare Limited
₹5.44 Cr
Healthcare Services 7.60% 6.97% -0.63%
4
Greenpanel Industries Limited
₹1.51 Cr
Consumer Durables 2.40% 1.94% -0.46%
5
Procter & Gamble Health Limited
₹2.11 Cr
Pharmaceuticals & Biotechnology 3.10% 2.70% -0.40%
6
Ujjivan Small Finance Bank Limited
₹3.03 Cr
Banks 4.26% 3.88% -0.38%
7
TVS HOLDINGS LIMTED
₹1.87 Cr
Finance 2.67% 2.39% -0.28%
8
KSB Limited
₹3.15 Cr
Industrial Products 4.28% 4.03% -0.25%
9
Angel One Limited
₹3.10 Cr
Capital Markets 4.13% 3.97% -0.16%
10
Ganesha Ecosphere Limited
₹71.62 L
Textiles & Apparels 1.07% 0.92% -0.15%

What Stocks Does This Fund Hold?

39 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹5.44 Cr
Healthcare Services
6.97%
2
₹4.98 Cr
Aerospace & Defense
6.38%
3
₹3.42 Cr
IT - Services
4.38%
4
₹3.15 Cr
Industrial Products
4.03%
5
₹3.10 Cr
Capital Markets
3.97%
6
₹3.10 Cr
IT - Software
3.97%
7
₹3.03 Cr
Banks
3.88%
8
₹3.00 Cr
Consumer Durables
3.84%
9
₹2.83 Cr
Banks
3.62%
10
₹2.62 Cr
Banks
3.35%
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🏦 Sundaram Mutual Fund — Portfolio & Holdings
See all funds managed by Sundaram Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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