← Sundaram Mutual Fund

Sundaram Long Term Micro Cap Tax Advantage Fund Series IV 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
₹35.88 Cr
Equity only, excl. debt & cash
AAUM
₹20.94 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
26.6%
Moderate
Top 10 Weight
45.1%
Moderate
Changes
38
0 new · 1 exits
Top Sector
Industrial Products
13.2% of portfolio
Launch Date
27 Sep 2016
10 years old

AAUM (Average Assets Under Management) of ₹20.94 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 IV Direct Plan exited 1 stock from its portfolio this month. Butterfly Gandhimathi Appliances Ltd was the biggest exit (Consumer Durables), which was held at 0.66%. Among existing holdings, Ujjivan Small Finance Bank Limited saw the biggest increase — now at 5.00% of the portfolio. MTAR Technologies Limited was trimmed the most, now at 5.14%. Aster DM Healthcare Limited remains the top holding with Industrial Products the dominant sector at 13.2%. ↓ 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 13.1% 13.7% +0.6%
Banks 11.1% 11.2% +0.1%
Consumer Durables 9.1% 9.1% 0.0%
Finance 7.8% 7.9% +0.1%
Healthcare Services 6.8% 7.1% +0.3%
Aerospace & Defense 7.3% 6.8% -0.5%
Capital Markets 5.7% 5.4% -0.3%
IT - Software 4.8% 5.2% +0.3%
Pharmaceuticals & Biotechnology 4.6% 4.4% -0.2%
IT - Services 4.6% 4.2% -0.4%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Industrial Products 13.7% 13.2% -0.5%
Banks 11.2% 12.0% +0.8%
Consumer Durables 9.1% 8.4% -0.7%
Finance 7.9% 7.7% -0.2%
Healthcare Services 7.1% 7.5% +0.4%
IT - Software 5.2% 5.3% +0.2%
Aerospace & Defense 6.8% 5.1% -1.7%
Capital Markets 5.4% 4.9% -0.5%
IT - Services 4.2% 4.7% +0.5%
Pharmaceuticals & Biotechnology 4.4% 4.5% +0.1%
🔴
Biggest Exit
Butterfly Gandhimathi Appliances Ltd
0.66% was held · Consumer Durables
Biggest Add
Ujjivan Small Finance Bank Limited
+0.90% · now 5.00%
Biggest Trim
MTAR Technologies Limited
-1.69% · now 5.14%
👋 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 VI Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🔴 1 Exit ↑ 21 Increased ↓ 16 Decreased
#StockSectorLast Weight (Jun 2026)
1
Butterfly Gandhimathi Appliances Ltd
₹24.50 L
Consumer Durables 0.66%
#StockSectorJun 2026Jul 2026Change
1
Ujjivan Small Finance Bank Limited
₹1.86 Cr
Banks 4.10% 5.00% +0.90%
2
Affle 3i Limited
₹1.43 Cr
IT - Services 3.44% 3.86% +0.42%
3
Aster DM Healthcare Limited
₹2.79 Cr
Healthcare Services 7.13% 7.50% +0.37%
4
Brigade Enterprises Limited
₹96.38 L
Realty 2.23% 2.59% +0.36%
5
Eternal Limited
₹94.66 L
Retailing 2.22% 2.55% +0.33%
6
Landmark Cars Limited
₹64.35 L
Automobiles 1.40% 1.73% +0.33%
7
PVR INOX Limited
₹67.96 L
Entertainment 1.55% 1.83% +0.28%
8
Ganesha Ecosphere Limited
₹39.27 L
Textiles & Apparels 0.80% 1.06% +0.26%
9
TVS HOLDINGS LIMTED
₹1.02 Cr
Finance 2.54% 2.74% +0.20%
10
Procter & Gamble Health Limited
₹1.13 Cr
Pharmaceuticals & Biotechnology 2.90% 3.03% +0.13%
#StockSectorJun 2026Jul 2026Change
1
MTAR Technologies Limited
₹1.91 Cr
Aerospace & Defense 6.83% 5.14% -1.69%
2
Angel One Limited
₹1.81 Cr
Capital Markets 5.40% 4.88% -0.52%
3
KSB Limited
₹1.38 Cr
Industrial Products 4.16% 3.72% -0.44%
4
Elecon Engineering Company Limited
₹37.89 L
Electrical Equipment 1.29% 1.02% -0.27%
5
Kalpataru Projects International Limited
₹92.22 L
Construction 2.63% 2.48% -0.15%
6
Can Fin Homes Limited
₹87.30 L
Finance 2.48% 2.35% -0.13%
7
Cholamandalam Financial Holdings Limited
₹61.69 L
Finance 1.79% 1.66% -0.13%
8
Aavas Financiers Limited
₹36.33 L
Finance 1.09% 0.98% -0.11%
9
CSB Bank Limited
₹1.20 Cr
Banks 3.32% 3.23% -0.09%
10
Safari Industries India Ltd
₹1.53 Cr
Consumer Durables 4.20% 4.12% -0.08%

What Stocks Does This Fund Hold?

38 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹2.79 Cr
Healthcare Services
7.50%
2
₹1.91 Cr
Aerospace & Defense
5.14%
3
₹1.86 Cr
Banks
5.00%
4
₹1.81 Cr
Capital Markets
4.88%
5
₹1.53 Cr
Consumer Durables
4.12%
6
₹1.43 Cr
IT - Services
3.86%
7
₹1.43 Cr
IT - Software
3.85%
8
₹1.41 Cr
Banks
3.78%
9
₹1.38 Cr
Industrial Products
3.72%
10
₹1.20 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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