← Sundaram Mutual Fund

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

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
39
Jul 2026
Equity Holdings
₹30.51 Cr
Equity only, excl. debt & cash
AAUM
₹19.64 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
26.0%
Moderate
Top 10 Weight
42.9%
Moderate
Changes
40
0 new · 1 exits
Top Sector
Industrial Products
13.1% of portfolio
Launch Date
29 Mar 2017
9 years old

AAUM (Average Assets Under Management) of ₹19.64 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 V Direct Plan exited 1 stock from its portfolio this month. Butterfly Gandhimathi Appliances Ltd was the biggest exit (Consumer Durables), which was held at 0.65%. Among existing holdings, Ujjivan Small Finance Bank Limited saw the biggest increase — now at 4.85% 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 13.1%. ↓ 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 13.1% 13.7% +0.6%
Banks 10.6% 10.7% +0.1%
Finance 10.0% 10.1% +0.1%
Consumer Durables 8.3% 8.3% -0.1%
Healthcare Services 6.8% 7.1% +0.3%
Aerospace & Defense 7.3% 6.9% -0.5%
IT - Software 4.8% 5.2% +0.3%
IT - Services 5.1% 4.7% -0.4%
Pharmaceuticals & Biotechnology 4.8% 4.7% -0.2%
Leisure Services 3.7% 3.7% 0.0%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Industrial Products 13.7% 13.1% -0.6%
Banks 10.7% 11.4% +0.7%
Finance 10.1% 9.9% -0.2%
Consumer Durables 8.3% 7.6% -0.7%
Healthcare Services 7.1% 7.4% +0.3%
IT - Software 5.2% 5.3% +0.1%
IT - Services 4.7% 5.3% +0.5%
Aerospace & Defense 6.9% 5.1% -1.7%
Pharmaceuticals & Biotechnology 4.7% 4.8% +0.1%
Leisure Services 3.7% 3.8% +0.1%
🔴
Biggest Exit
Butterfly Gandhimathi Appliances Ltd
0.65% was held · Consumer Durables
Biggest Add
Ujjivan Small Finance Bank Limited
+0.84% · now 4.85%
Biggest Trim
MTAR Technologies Limited
-1.72% · 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 IV Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🔴 1 Exit ↑ 21 Increased ↓ 18 Decreased
#StockSectorLast Weight (Jun 2026)
1
Butterfly Gandhimathi Appliances Ltd
₹20.54 L
Consumer Durables 0.65%
#StockSectorJun 2026Jul 2026Change
1
Ujjivan Small Finance Bank Limited
₹1.54 Cr
Banks 4.01% 4.85% +0.84%
2
Affle 3i Limited
₹1.39 Cr
IT - Services 3.95% 4.40% +0.45%
3
Brigade Enterprises Limited
₹79.85 L
Realty 2.18% 2.52% +0.34%
4
Landmark Cars Limited
₹55.41 L
Automobiles 1.42% 1.75% +0.33%
5
Aster DM Healthcare Limited
₹2.36 Cr
Healthcare Services 7.12% 7.44% +0.32%
6
Eternal Limited
₹81.33 L
Retailing 2.25% 2.56% +0.31%
7
PVR INOX Limited
₹66.22 L
Entertainment 1.78% 2.09% +0.31%
8
Ganesha Ecosphere Limited
₹32.84 L
Textiles & Apparels 0.79% 1.04% +0.25%
9
TVS HOLDINGS LIMTED
₹88.43 L
Finance 2.60% 2.79% +0.19%
10
Procter & Gamble Health Limited
₹1.04 Cr
Pharmaceuticals & Biotechnology 3.15% 3.28% +0.13%
#StockSectorJun 2026Jul 2026Change
1
MTAR Technologies Limited
₹1.63 Cr
Aerospace & Defense 6.86% 5.14% -1.72%
2
KSB Limited
₹1.31 Cr
Industrial Products 4.65% 4.14% -0.51%
3
Angel One Limited
₹99.11 L
Capital Markets 3.48% 3.12% -0.36%
4
Elecon Engineering Company Limited
₹32.25 L
Electrical Equipment 1.30% 1.02% -0.28%
5
Can Fin Homes Limited
₹87.57 L
Finance 2.93% 2.76% -0.17%
6
Kalpataru Projects International Limited
₹78.01 L
Construction 2.62% 2.46% -0.16%
7
Cholamandalam Financial Holdings Limited
₹50.43 L
Finance 1.72% 1.59% -0.13%
8
Aavas Financiers Limited
₹31.14 L
Finance 1.10% 0.98% -0.12%
9
CSB Bank Limited
₹1.02 Cr
Banks 3.34% 3.23% -0.11%
10
Safari Industries India Ltd
₹1.04 Cr
Consumer Durables 3.36% 3.27% -0.09%

What Stocks Does This Fund Hold?

39 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹2.36 Cr
Healthcare Services
7.44%
2
₹1.63 Cr
Aerospace & Defense
5.14%
3
₹1.54 Cr
Banks
4.85%
4
₹1.39 Cr
IT - Services
4.40%
5
₹1.31 Cr
Industrial Products
4.14%
6
₹1.21 Cr
IT - Software
3.82%
7
₹1.07 Cr
Banks
3.36%
8
₹1.04 Cr
Pharmaceuticals & Biotechnology
3.28%
9
₹1.04 Cr
Consumer Durables
3.27%
10
₹1.02 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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