Question 1

What is the Expense Ratio of SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE SERIES V - Direct - Growth?

Accepted Answer

The Expense Ratio of SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE SERIES V - Direct - Growth is 1.17% as of 01/02/2026. This is the fee charged by the fund house for managing the fund.

Question 2

What is the AUM of SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE SERIES V - Direct - Growth?

Accepted Answer

The Assets Under Management (AUM) of SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE SERIES V - Direct - Growth is ₹1.4 Crores as of Quarter ending December 2025.

Question 3

What is the 3-Year CAGR of SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE SERIES V - Direct - Growth?

Accepted Answer

The 3-Year Compound Annual Growth Rate (CAGR) of SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE SERIES V - Direct - Growth is 18.80%. This indicates the average annual growth rate over the last 3 years.

Question 4

Who manages SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE SERIES V - Direct - Growth?

Accepted Answer

SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE SERIES V - Direct - Growth is managed by Sundaram Mutual Fund.

Question 5

Is SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE SERIES V - Direct - Growth an open-ended or close-ended scheme?

Accepted Answer

SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE SERIES V - Direct - Growth is an Open-Ended scheme.

Question 6

How is the Expense Ratio calculated?

Accepted Answer

The Expense Ratio is the annual fee that mutual funds charge their unitholders. It expresses the percentage of assets deducted each fiscal year for fund expenses including 12b-1 fees, management fees, administrative fees, operating costs, and all other asset-based costs incurred by the fund.

Question 7

What is CAGR (Compound Annual Growth Rate)?

Accepted Answer

CAGR measures the mean annual growth rate of an investment over a specified time period longer than one year. It represents one of the most accurate ways to calculate and determine returns for individual assets, investment portfolios, and anything that can rise or fall in value over time.

Period	Returns	CAGR	Volatility
3M	-7.03%	-25.30%	18.67%
6M	-4.96%	-9.67%	14.78%
1Y	11.83%	11.83%	15.20%
3Y	67.65%	18.80%	15.61%
5Y	160.87%	21.14%	16.38%

Scheme	3Y CAGR (%)	TER (%)	AUM (Cr)
SBI Long Term Advantage Fund - Series V - Direct - Growth	24.50%	1.04%	₹29.04
WhiteOak Capital ELSS Tax Saver Fund - Direct - Growth	22.88%	0.67%	₹42.94
HDFC ELSS Tax saver - Direct - Growth	22.09%	1.08%	₹2,534.66
Parag Parikh ELSS Tax Saver Fund - Direct - Growth	16.79%	0.62%	₹3,875.83
Mirae Asset ELSS Tax Saver Fund - Direct - Growth	19.33%	0.58%	₹14,155.82
ICICI Prudential ELSS Tax Saver Fund - Direct - Growth	18.25%	1.09%	₹1,808.14
DSP ELSS Tax Saver Fund - Direct - Growth	22.36%	0.74%	₹4,581.03

SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE SERIES V - Direct - Growth

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