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

Equity Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
39
Jun 2026
Equity Holdings
₹36.06 Cr
Equity only, excl. debt & cash
Top 5 Weight
27.7%
Moderate
Top 10 Weight
46.1%
Moderate
Changes
38
0 new · 1 exits
Top Sector
Industrial Products
13.7% of portfolio
📋 What Happened This Month Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan exited 1 stock from its portfolio this month. Neogen Chemicals Limited was the biggest exit (Chemicals & Petrochemicals), which was held at 1.67%. Among existing holdings, Brigade Enterprises Limited saw the biggest increase — now at 2.23% of the portfolio. MTAR Technologies Limited was trimmed the most, now at 6.83%. Aster DM Healthcare Limited remains the top holding with Industrial Products the dominant sector at 13.7%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Apr 2026 May 2026
Sector Prev Curr Delta
Industrial Products 13.2% 13.1% -0.1%
Banks 11.5% 11.1% -0.4%
Consumer Durables 9.5% 9.1% -0.4%
Finance 8.1% 7.8% -0.3%
Aerospace & Defense 6.0% 7.3% +1.3%
Healthcare Services 6.6% 6.8% +0.2%
Capital Markets 5.2% 5.7% +0.4%
IT - Software 4.5% 4.8% +0.3%
Pharmaceuticals & Biotechnology 4.4% 4.6% +0.2%
IT - Services 4.5% 4.6% +0.1%
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%
🔴
Biggest Exit
Neogen Chemicals Limited
1.67% was held · Chemicals & Petrochemicals
Biggest Add
Brigade Enterprises Limited
+0.99% · now 2.23%
Biggest Trim
MTAR Technologies Limited
-0.45% · now 6.83%
👋 Other funds also exited
Neogen Chemicals Limited 5 funds
Neogen Chemicals Limited
Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Plan - Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🔴 1 Exit ↑ 20 Increased ↓ 17 Decreased
#StockSectorLast Weight (May 2026)
1
Neogen Chemicals Limited
₹60.24 L
Chemicals & Petrochemicals 1.67%
#StockSectorMay 2026Jun 2026Change
1
Brigade Enterprises Limited
₹83.16 L
Realty 1.24% 2.23% +0.99%
2
KSB Limited
₹1.55 Cr
Industrial Products 3.53% 4.16% +0.63%
3
Rategain Travel Technologies Limited
₹1.40 Cr
IT - Software 3.22% 3.76% +0.54%
4
EID Parry India Limited
₹42.89 L
Food Products 0.73% 1.15% +0.42%
5
Grindwell Norton Limited
₹96.72 L
Industrial Products 2.27% 2.59% +0.32%
6
Aster DM Healthcare Limited
₹2.66 Cr
Healthcare Services 6.83% 7.13% +0.30%
7
VENUS PIPES & TUBES LTD
₹53.06 L
Industrial Products 1.19% 1.42% +0.23%
8
Ujjivan Small Finance Bank Limited
₹1.53 Cr
Banks 3.89% 4.10% +0.21%
9
Equitas Small Finance Bank Limited
₹1.41 Cr
Banks 3.63% 3.78% +0.15%
10
Landmark Cars Limited
₹52.08 L
Automobiles 1.25% 1.40% +0.15%
#StockSectorMay 2026Jun 2026Change
1
MTAR Technologies Limited
₹2.55 Cr
Aerospace & Defense 7.28% 6.83% -0.45%
2
ESAB India Ltd
₹82.69 L
Industrial Products 2.60% 2.22% -0.38%
3
Angel One Limited
₹2.01 Cr
Capital Markets 5.68% 5.40% -0.28%
4
CSB Bank Limited
₹1.24 Cr
Banks 3.56% 3.32% -0.24%
5
Affle 3i Limited
₹1.28 Cr
IT - Services 3.66% 3.44% -0.22%
6
Birlasoft Limited
₹52.23 L
IT - Software 1.61% 1.40% -0.21%
7
Natco Pharma Limited
₹56.89 L
Pharmaceuticals & Biotechnology 1.72% 1.53% -0.19%
8
RHI Magnesita India Limited
₹50.10 L
Industrial Products 1.53% 1.34% -0.19%
9
R Systems International Limited
₹28.76 L
IT - Services 0.90% 0.77% -0.13%
10
Sapphire Foods India Limited
₹87.81 L
Leisure Services 2.43% 2.36% -0.07%

What Stocks Does This Fund Hold?

39 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹2.66 Cr
Healthcare Services
7.13%
2
₹2.55 Cr
Aerospace & Defense
6.83%
3
₹2.01 Cr
Capital Markets
5.40%
4
₹1.57 Cr
Consumer Durables
4.20%
5
₹1.55 Cr
Industrial Products
4.16%
6
₹1.53 Cr
Banks
4.10%
7
₹1.41 Cr
Banks
3.78%
8
₹1.40 Cr
IT - Software
3.76%
9
₹1.28 Cr
IT - Services
3.44%
10
₹1.24 Cr
Banks
3.32%
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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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