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 0.95% as of 01/04/2026. 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 17.75%. 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.

Period	Returns	CAGR	Volatility
3M	2.15%	8.87%	26.71%
6M	-1.20%	-2.39%	20.38%
1Y	11.03%	11.03%	16.67%
3Y	63.28%	17.75%	16.56%
5Y	152.36%	20.34%	16.66%

Scheme	3Y CAGR (%)	TER (%)	AUM (Cr)
SBI Long Term Advantage Fund - Series V - Direct - Growth	21.05%	0.83%	₹29.04
WhiteOak Capital ELSS Tax Saver Fund - Direct - Growth	20.18%	0.64%	₹42.1
Mirae Asset ELSS Tax Saver Fund - Direct - Growth	16.45%	1.38%	₹14,155.82
HDFC ELSS Tax saver - Direct - Growth	18.83%	1.08%	₹2,534.66
Aditya Birla Sun Life ELSS Tax Saver Fund - Direct - Growth	15.47%	0.96%	₹2,895.65
SUNDARAM LONG TERM TAX ADVANTAGE SERIES II - Direct - Growth	-	1.16%	₹0.45
ICICI Prudential ELSS Tax Saver Fund - Direct - Growth	16.09%	1.09%	₹1,808.14

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

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