Which funds are similar to Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct-Growth?
Funds similar to Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct-Growth in the Equity: ELSS - Tax Saver category include Axis ELSS - Tax Saver Direct-Growth, SBI ELSS Tax Saver Fund Direct-Growth, and Mirae Asset ELSS Tax Saver Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct-Growth in its category?
On a 3-year return basis Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct-Growth is ranked 7 out of 12 funds in the Equity: ELSS - Tax Saver category as of 21 Oct 2026. On a 5-year return basis it ranks 7 out of 12. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct-Growth's expense ratio compare to similar funds?
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct-Growth has an expense ratio of 1.01%. The peers Axis ELSS - Tax Saver Direct-Growth has an expense ratio of 1.05% and SBI ELSS Tax Saver Fund Direct-Growth has 1.23%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct-Growth's AUM compare to similar funds?
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct-Growth has an AUM of ₹30.78 crore. The peers Axis ELSS - Tax Saver Direct-Growth has an AUM of ₹30,269.1 crore and SBI ELSS Tax Saver Fund Direct-Growth has ₹30,026.6 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: ELSS - Tax Saver?
The top performing fund in the Equity: ELSS - Tax Saver category on a 3-year basis is Motilal Oswal ELSS Tax Saver Fund Direct-Growth with a CAGR of 18.44% as of 21 Oct 2026. Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct-Growth has delivered 8.36% CAGR over the same period, ranking 7 out of 12 funds. You can view and compare the full category ranking on sharpely.
How does Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct-Growth has a Sharpe ratio of 0.40 compared to the Equity: ELSS - Tax Saver average of 0.36 as of 21 Oct 2026. It ranks 21 out of 50 funds in its category on Sharpe ratio.
