← Sundaram Mutual Fund

Sundaram Long Term Micro Cap Tax Advantage Fund Series IV 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
₹35.56 Cr
Equity only, excl. debt & cash
AAUM
₹20.94 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
26.3%
Moderate
Top 10 Weight
44.7%
Moderate
Changes
40
2 new · 1 exits
Top Sector
Industrial Products
11.6% 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 made 2 new additions and exited 1 stock this month. The biggest new buy was InterGlobe Aviation Limited (Transport Services) at 1.01% weight. PVR INOX Limited was the biggest exit (Entertainment), which was held at 1.83%. Among existing holdings, MTAR Technologies Limited saw the biggest increase — now at 6.33% of the portfolio. Shivalik Bimetal Controls Ltd was trimmed the most, now at 1.13%. Aster DM Healthcare Limited remains the top holding with Industrial Products the dominant sector at 11.6%. ↓ 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 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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Industrial Products 13.2% 11.6% -1.6%
Banks 12.0% 11.5% -0.5%
Consumer Durables 8.4% 8.8% +0.4%
Finance 7.7% 7.3% -0.5%
Healthcare Services 7.5% 6.9% -0.6%
Aerospace & Defense 5.1% 6.3% +1.2%
IT - Software 5.3% 5.4% +0.0%
Pharmaceuticals & Biotechnology 4.5% 5.0% +0.5%
Capital Markets 4.9% 4.7% -0.2%
IT - Services 4.7% 4.7% 0.0%
🟢
Biggest New Buy
InterGlobe Aviation Limited
1.01% weight · Transport Services
🔴
Biggest Exit
PVR INOX Limited
1.83% was held · Entertainment
Biggest Add
MTAR Technologies Limited
+1.19% · now 6.33%
Biggest Trim
Shivalik Bimetal Controls Ltd
-0.84% · now 1.13%
🤝 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 ↑ 14 Increased ↓ 23 Decreased
#StockSectorWeight (Aug 2026)
1
InterGlobe Aviation Limited
₹37.58 L
Transport Services 1.01%
2
Granules India Limited
₹36.87 L
Pharmaceuticals & Biotechnology 0.99%
#StockSectorLast Weight (Jul 2026)
1
PVR INOX Limited
₹67.96 L
Entertainment 1.83%
#StockSectorJul 2026Aug 2026Change
1
MTAR Technologies Limited
₹2.35 Cr
Aerospace & Defense 5.14% 6.33% +1.19%
2
Sapphire Foods India Limited
₹1.14 Cr
Leisure Services 2.42% 3.06% +0.64%
3
Greenpanel Industries Limited
₹1.10 Cr
Consumer Durables 2.44% 2.97% +0.53%
4
Brigade Enterprises Limited
₹1.09 Cr
Realty 2.59% 2.93% +0.34%
5
Kalpataru Projects International Limited
₹1.00 Cr
Construction 2.48% 2.70% +0.22%
6
Eternal Limited
₹1.03 Cr
Retailing 2.55% 2.76% +0.21%
7
ESAB India Ltd
₹88.49 L
Industrial Products 2.19% 2.38% +0.19%
8
Westlife Development Ltd
₹52.35 L
Leisure Services 1.25% 1.41% +0.16%
9
CSB Bank Limited
₹1.25 Cr
Banks 3.23% 3.37% +0.14%
10
Rategain Travel Technologies Limited
₹1.46 Cr
IT - Software 3.85% 3.93% +0.08%
#StockSectorJul 2026Aug 2026Change
1
Shivalik Bimetal Controls Ltd
₹42.15 L
Industrial Products 1.97% 1.13% -0.84%
2
Grindwell Norton Limited
₹69.19 L
Industrial Products 2.55% 1.86% -0.69%
3
Aster DM Healthcare Limited
₹2.56 Cr
Healthcare Services 7.50% 6.89% -0.61%
4
Ujjivan Small Finance Bank Limited
₹1.63 Cr
Banks 5.00% 4.39% -0.61%
5
Procter & Gamble Health Limited
₹98.52 L
Pharmaceuticals & Biotechnology 3.03% 2.65% -0.38%
6
TVS HOLDINGS LIMTED
₹91.57 L
Finance 2.74% 2.46% -0.28%
7
KSB Limited
₹1.31 Cr
Industrial Products 3.72% 3.51% -0.21%
8
Angel One Limited
₹1.75 Cr
Capital Markets 4.88% 4.70% -0.18%
9
Ganesha Ecosphere Limited
₹33.89 L
Textiles & Apparels 1.06% 0.91% -0.15%
10
Safari Industries India Ltd
₹1.48 Cr
Consumer Durables 4.12% 3.99% -0.13%

What Stocks Does This Fund Hold?

39 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹2.56 Cr
Healthcare Services
6.89%
2
₹2.35 Cr
Aerospace & Defense
6.33%
3
₹1.75 Cr
Capital Markets
4.70%
4
₹1.63 Cr
Banks
4.39%
5
₹1.48 Cr
Consumer Durables
3.99%
6
₹1.46 Cr
IT - Software
3.93%
7
₹1.45 Cr
IT - Services
3.89%
8
₹1.38 Cr
Banks
3.72%
9
₹1.31 Cr
Industrial Products
3.51%
10
₹1.25 Cr
Banks
3.37%
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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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