← Sundaram Mutual Fund

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

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
40
Aug 2026
Equity Holdings
₹30.39 Cr
Equity only, excl. debt & cash
AAUM
₹19.64 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
25.6%
Moderate
Top 10 Weight
42.4%
Moderate
Changes
40
2 new · 1 exits
Top Sector
Industrial Products
11.8% 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 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 2.09%. Among existing holdings, MTAR Technologies Limited saw the biggest increase — now at 6.27% of the portfolio. Shivalik Bimetal Controls Ltd was trimmed the most, now at 1.14%. Aster DM Healthcare Limited remains the top holding with Industrial Products the dominant sector at 11.8%. ↓ 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% 13.1% -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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Industrial Products 13.1% 11.8% -1.3%
Banks 11.4% 10.9% -0.5%
Finance 9.9% 9.5% -0.4%
Consumer Durables 7.6% 7.9% +0.4%
Healthcare Services 7.4% 6.8% -0.7%
Aerospace & Defense 5.1% 6.3% +1.1%
IT - Software 5.3% 5.3% 0.0%
IT - Services 5.3% 5.2% -0.1%
Pharmaceuticals & Biotechnology 4.8% 5.2% +0.4%
Leisure Services 3.8% 4.6% +0.8%
🟢
Biggest New Buy
InterGlobe Aviation Limited
1.01% weight · Transport Services
🔴
Biggest Exit
PVR INOX Limited
2.09% was held · Entertainment
Biggest Add
MTAR Technologies Limited
+1.13% · now 6.27%
Biggest Trim
Shivalik Bimetal Controls Ltd
-0.85% · now 1.14%
🤝 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
₹32.29 L
Transport Services 1.01%
2
Granules India Limited
₹31.71 L
Pharmaceuticals & Biotechnology 0.99%
#StockSectorLast Weight (Jul 2026)
1
PVR INOX Limited
₹66.22 L
Entertainment 2.09%
#StockSectorJul 2026Aug 2026Change
1
MTAR Technologies Limited
₹2.00 Cr
Aerospace & Defense 5.14% 6.27% +1.13%
2
Sapphire Foods India Limited
₹1.01 Cr
Leisure Services 2.51% 3.16% +0.65%
3
Greenpanel Industries Limited
₹93.50 L
Consumer Durables 2.40% 2.92% +0.52%
4
Brigade Enterprises Limited
₹90.26 L
Realty 2.52% 2.82% +0.30%
5
Eternal Limited
₹88.23 L
Retailing 2.56% 2.76% +0.20%
6
Kalpataru Projects International Limited
₹84.74 L
Construction 2.46% 2.65% +0.19%
7
ESAB India Ltd
₹74.78 L
Industrial Products 2.17% 2.34% +0.17%
8
Westlife Development Ltd
₹46.21 L
Leisure Services 1.29% 1.45% +0.16%
9
PNB Housing Finance Limited
₹60.12 L
Finance 1.74% 1.88% +0.14%
10
CSB Bank Limited
₹1.07 Cr
Banks 3.23% 3.34% +0.11%
#StockSectorJul 2026Aug 2026Change
1
Shivalik Bimetal Controls Ltd
₹36.36 L
Industrial Products 1.99% 1.14% -0.85%
2
Aster DM Healthcare Limited
₹2.17 Cr
Healthcare Services 7.44% 6.79% -0.65%
3
Ujjivan Small Finance Bank Limited
₹1.37 Cr
Banks 4.85% 4.30% -0.55%
4
Procter & Gamble Health Limited
₹90.73 L
Pharmaceuticals & Biotechnology 3.28% 2.84% -0.44%
5
TVS HOLDINGS LIMTED
₹79.53 L
Finance 2.79% 2.49% -0.30%
6
Grindwell Norton Limited
₹55.17 L
Industrial Products 2.02% 1.73% -0.29%
7
KSB Limited
₹1.24 Cr
Industrial Products 4.14% 3.87% -0.27%
8
Ganesha Ecosphere Limited
₹28.34 L
Textiles & Apparels 1.04% 0.89% -0.15%
9
Natco Pharma Limited
₹43.24 L
Pharmaceuticals & Biotechnology 1.49% 1.35% -0.14%
10
Angel One Limited
₹95.44 L
Capital Markets 3.12% 2.99% -0.13%

What Stocks Does This Fund Hold?

40 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹2.17 Cr
Healthcare Services
6.79%
2
₹2.00 Cr
Aerospace & Defense
6.27%
3
₹1.41 Cr
IT - Services
4.40%
4
₹1.37 Cr
Banks
4.30%
5
₹1.24 Cr
IT - Software
3.87%
6
₹1.24 Cr
Industrial Products
3.87%
7
₹1.07 Cr
Banks
3.34%
8
₹1.05 Cr
Banks
3.28%
9
₹1.01 Cr
Leisure Services
3.16%
10
₹1.01 Cr
Consumer Durables
3.15%
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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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