← Sundaram Mutual Fund

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

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
38
Jul 2026
Equity Holdings
₹75.04 Cr
Equity only, excl. debt & cash
AAUM
₹42.67 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
25.7%
Moderate
Top 10 Weight
44.6%
Moderate
Changes
38
0 new · 1 exits
Top Sector
Industrial Products
14.1% 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 exited 1 stock from its portfolio this month. Butterfly Gandhimathi Appliances Ltd was the biggest exit (Consumer Durables), which was held at 0.64%. Among existing holdings, Ujjivan Small Finance Bank Limited saw the biggest increase — now at 4.26% of the portfolio. MTAR Technologies Limited was trimmed the most, now at 5.20%. Aster DM Healthcare Limited remains the top holding with Industrial Products the dominant sector at 14.1%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Industrial Products 13.9% 14.7% +0.7%
Banks 10.4% 10.5% +0.1%
Consumer Durables 8.9% 8.9% 0.0%
Finance 7.7% 7.8% +0.1%
Healthcare Services 6.9% 7.2% +0.3%
Aerospace & Defense 7.4% 6.9% -0.5%
IT - Software 4.9% 5.2% +0.3%
IT - Services 5.1% 4.7% -0.4%
Capital Markets 4.8% 4.6% -0.2%
Pharmaceuticals & Biotechnology 4.7% 4.5% -0.2%
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%
🔴
Biggest Exit
Butterfly Gandhimathi Appliances Ltd
0.64% was held · Consumer Durables
Biggest Add
Ujjivan Small Finance Bank Limited
+0.76% · now 4.26%
Biggest Trim
MTAR Technologies Limited
-1.71% · now 5.20%
👋 Other funds also exited
Butterfly Gandhimathi Appliances Ltd 5 funds
Butterfly Gandhimathi Appliances Ltd
Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Growth
Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🔴 1 Exit ↑ 20 Increased ↓ 17 Decreased
#StockSectorLast Weight (Jun 2026)
1
Butterfly Gandhimathi Appliances Ltd
₹49.60 L
Consumer Durables 0.64%
#StockSectorJun 2026Jul 2026Change
1
Ujjivan Small Finance Bank Limited
₹3.32 Cr
Banks 3.50% 4.26% +0.76%
2
Affle 3i Limited
₹3.39 Cr
IT - Services 3.89% 4.36% +0.47%
3
Brigade Enterprises Limited
₹2.16 Cr
Realty 2.39% 2.78% +0.39%
4
Aster DM Healthcare Limited
₹5.92 Cr
Healthcare Services 7.23% 7.60% +0.37%
5
Eternal Limited
₹1.99 Cr
Retailing 2.23% 2.56% +0.33%
6
Landmark Cars Limited
₹1.36 Cr
Automobiles 1.41% 1.74% +0.33%
7
PVR INOX Limited
₹1.46 Cr
Entertainment 1.59% 1.88% +0.29%
8
Ganesha Ecosphere Limited
₹82.98 L
Textiles & Apparels 0.81% 1.07% +0.26%
9
TVS HOLDINGS LIMTED
₹2.08 Cr
Finance 2.47% 2.67% +0.20%
10
Procter & Gamble Health Limited
₹2.41 Cr
Pharmaceuticals & Biotechnology 2.96% 3.10% +0.14%
#StockSectorJun 2026Jul 2026Change
1
MTAR Technologies Limited
₹4.05 Cr
Aerospace & Defense 6.91% 5.20% -1.71%
2
KSB Limited
₹3.34 Cr
Industrial Products 4.79% 4.28% -0.51%
3
Angel One Limited
₹3.22 Cr
Capital Markets 4.57% 4.13% -0.44%
4
Elecon Engineering Company Limited
₹79.11 L
Electrical Equipment 1.29% 1.02% -0.27%
5
Kalpataru Projects International Limited
₹1.95 Cr
Construction 2.65% 2.50% -0.15%
6
Can Fin Homes Limited
₹1.84 Cr
Finance 2.49% 2.36% -0.13%
7
Cholamandalam Financial Holdings Limited
₹1.27 Cr
Finance 1.76% 1.63% -0.13%
8
Aavas Financiers Limited
₹76.14 L
Finance 1.09% 0.98% -0.11%
9
CSB Bank Limited
₹2.51 Cr
Banks 3.32% 3.23% -0.09%
10
Safari Industries India Ltd
₹3.09 Cr
Consumer Durables 4.05% 3.97% -0.08%

What Stocks Does This Fund Hold?

38 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹5.92 Cr
Healthcare Services
7.60%
2
₹4.05 Cr
Aerospace & Defense
5.20%
3
₹3.39 Cr
IT - Services
4.36%
4
₹3.34 Cr
Industrial Products
4.28%
5
₹3.32 Cr
Banks
4.26%
6
₹3.22 Cr
Capital Markets
4.13%
7
₹3.09 Cr
Consumer Durables
3.97%
8
₹3.03 Cr
IT - Software
3.90%
9
₹2.88 Cr
Banks
3.69%
10
₹2.51 Cr
Banks
3.23%
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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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