SBI Long Term Advantage Fund - Series V vs Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv
Direct Plan, Growth option · Data as on 30-10-2026
SBI Long Term Advantage Fund - Series V and Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv are both ELSS funds. In the 3 years to 30-10-2026, SBI Long Term Advantage Fund - Series V (Direct) returned 18.9% a year and Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv (Direct) returned 8.4% a year. SBI Long Term Advantage Fund - Series V charges 1.27% a year and Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv 1.12% (Direct plans). Their portfolios overlap 1.9%: they hold 1 of the same security.
SBI Long Term Advantage Fund - Series V
ELSS
- 3 year return
- 18.9%
- Expense ratio
- 1.27%
- NAV
- ₹31.37
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv
ELSS
- 3 year return
- 8.4%
- Expense ratio
- 1.12%
- NAV
- ₹28.82
Which is better, SBI Long Term Advantage Fund - Series V or Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- SBI Long Term Advantage Fund - Series V returned more over 5 years: 13.2% a year against 12.5%.
- SBI Long Term Advantage Fund - Series V returned more over 3 years: 18.9% a year against 8.4%.
- Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv costs less: 1.12% a year against 1.27% (Direct plans).
- SBI Long Term Advantage Fund - Series V swung less over 3 years: a standard deviation of 15.2% a year against 16.9%.
- SBI Long Term Advantage Fund - Series V fell less in its worst fall since 05-04-2018: −35.8% against −57.3%.
- SBI Long Term Advantage Fund - Series V holds more in large companies: 30.1% of the fund in large caps against 3.8%.
- SBI Long Term Advantage Fund - Series V is the larger fund: ₹366 Cr against ₹36 Cr.
- Their portfolios overlap 1.9%: 1 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | SBI Long Term Advantage Fund - Series V | Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv |
|---|---|---|
| Fund house | SBI Mutual Fund | Sundaram Mutual Fund |
| Category | ELSS | ELSS |
| AUM | ₹366 Cr (30-09-2026) | ₹36 Cr (30-09-2026) |
| NAV | ₹31.37 (Direct) | ₹28.82 (Direct) |
| Expense ratio (Direct) | 1.27% | 1.12% |
| Expense ratio (Regular) | 1.37% | 1.23% |
| Riskometer | Very High | Very High |
| Benchmark | BSE 500 TRI | Nifty Smallcap 100 TRI |
| Launch date | 27-03-2018 | 24-03-2017 |
| Minimum investment | Not available | For both Regular and Direct Plan Rs 500/- |
| Lock in | 3 years | 3 years |
| Fund managers | Mohan Lal | Rohit Seksaria |
| Exit load | Not available | NIL |
SBI Long Term Advantage Fund - Series V vs Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| SBI Long Term Advantage Fund - Series V (Direct) | −4.33% | −6.21% | +0.99% | −5.06% | +18.92% | +13.21% | -- |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv (Direct) | −7.82% | −9.29% | −5.25% | −5.20% | +8.40% | +12.52% | -- |
| ELSS average | −2.34% | −5.61% | −1.63% | −5.75% | +10.92% | +10.29% | -- |
Category average: the average of the 50 ELSS funds, same plan type.
SBI Long Term Advantage Fund - Series V vs Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv: Year-wise Returns
| Year | SBI Long Term Advantage Fund - Series VSBI Long Term Advantage Fund - Series V | Sundaram Long Term Micro Cap Tax Advantage Fund Series IvSundaram Long Term Micro Cap Tax Advantage Fund Series Iv |
|---|---|---|
| 2026to date | −3.68% | −2.74% |
| 2025 | +11.05% | +1.55% |
| 2024 | +43.70% | +13.34% |
| 2023 | +17.08% | +49.81% |
| 2022 | +2.44% | +4.34% |
| 2021 | +34.93% | +74.42% |
SBI Long Term Advantage Fund - Series V vs Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv: Rolling Returns
Every holding period of both funds, against BSE 500 TRI, the benchmark of SBI Long Term Advantage Fund - Series V
Rolling returns
Every 3-year holding period, 1,382 of them, one for each trading day from 05-04-2021 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
SBI Long Term Advantage Fund - Series V (Direct)
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv (Direct)
BSE 500 TRI
to
Sept 2021Aug 2019
to
Aug 2022Aug 2020
to
Aug 2023Jul 2021
to
Jul 2024Jun 2022
to
Jun 2025May 2023
to
May 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SBI Long Term Advantage Fund - Series V | 0.0 | 0.0 | 0.8 | 8.1 | 38.2 | 44.4 | 8.5 | 20.0% | 20.3% | 9.3% | 30.6% | 63% |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv | 1.7 | 1.3 | 2.3 | 7.9 | 25.2 | 21.1 | 40.6 | 24.8% | 22.8% | −3.8% | 50.3% | 91% |
| BSE 500 TRI | 0.0 | 0.0 | 1.7 | 24.0 | 48.0 | 19.9 | 6.4 | 17.8% | 17.4% | 8.4% | 33.9% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is BSE 500 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 05-04-2018. Past returns do not promise future returns.
SBI Long Term Advantage Fund - Series V vs Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 05-04-2018 to 30-10-2026: 103 instalments, ₹10,30,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| SBI Long Term Advantage Fund - Series VSBI Long Term Advantage Fund - Series V (Direct) | ₹10,30,000 | ₹21,00,288 | ₹10,70,288 | 16.1% |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series IvSundaram Long Term Micro Cap Tax Advantage Fund Series Iv (Direct) | ₹10,30,000 | ₹21,68,246 | ₹11,38,246 | 16.8% |
SBI Long Term Advantage Fund - Series VSBI Long Term Advantage Fund - Series V (Direct)
Sundaram Long Term Micro Cap Tax Advantage Fund Series IvSundaram Long Term Micro Cap Tax Advantage Fund Series Iv (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
SBI Long Term Advantage Fund - Series V vs Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | SBI Long Term Advantage Fund - Series V (Direct) | Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv (Direct) |
|---|---|---|
| Return (CAGR) | −5.06% | −5.20% |
| Standard deviation | 16.18% | 17.95% |
| Sharpe ratio | -0.64 | -0.58 |
| Sortino ratio | -0.87 | -0.81 |
| Maximum drawdown | −15.6% (31-03-2026) | −16.4% (23-03-2026) |
| Beta | 1.04 | 0.85 |
| Alpha | +3.06% | −6.49% |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | SBI Long Term Advantage Fund - Series V (Direct) | Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv (Direct) |
|---|---|---|
| Return (CAGR) | +18.92% | +8.40% |
| Standard deviation | 15.17% | 16.85% |
| Sharpe ratio | 0.85 | 0.14 |
| Sortino ratio | 1.18 | 0.19 |
| Maximum drawdown | −16.2% (31-03-2026) | −24.1% (03-03-2025) |
| Beta | 0.94 | 0.76 |
| Alpha | +9.24% | −3.78% |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | SBI Long Term Advantage Fund - Series V (Direct) | Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv (Direct) |
|---|---|---|
| Return (CAGR) | +13.21% | +12.52% |
| Standard deviation | 14.29% | 16.46% |
| Sharpe ratio | 0.52 | 0.41 |
| Sortino ratio | 0.72 | 0.54 |
| Maximum drawdown | −16.2% (31-03-2026) | −24.1% (03-03-2025) |
| Beta | 0.90 | 0.76 |
| Alpha | +4.84% | +1.83% |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | SBI Long Term Advantage Fund - Series V (Direct) | Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv (Direct) |
|---|---|---|
| Return (CAGR) | +14.19% | +11.64% |
| Standard deviation | 16.08% | 17.71% |
| Sharpe ratio | 0.55 | 0.35 |
| Sortino ratio | 0.75 | 0.46 |
| Maximum drawdown | −35.8% (23-03-2020) | −61.3% (24-03-2020) |
| Beta | 0.90 | 0.79 |
| Alpha | +2.91% | +1.04% |
From daily NAVs, 05-04-2018 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
SBI Long Term Advantage Fund - Series V (Direct)
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv (Direct)
BSE 500 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| SBI Long Term Advantage Fund - Series V (Direct) | −35.8% | 12-02-2020 | 23-03-2020 | 17-11-2020 | 8 months | −9.0% |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv (Direct) | −57.3% | 24-04-2018 | 24-03-2020 | 18-05-2021 | 14 months | −12.5% |
| BSE 500 TRI | −38.1% | 17-01-2020 | 23-03-2020 | 06-11-2020 | 7 months | −9.4% |
From daily values since 05-04-2018, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
SBI Long Term Advantage Fund - Series V (Direct)
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv (Direct)
BSE 500 TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
SBI Long Term Advantage Fund - Series V (Direct)
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv (Direct)
BSE 500 TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
SBI Long Term Advantage Fund - Series V (Direct)
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv (Direct)
BSE 500 TRI
Against BSE 500 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| SBI Long Term Advantage Fund - Series V (Direct) | 103% | 91% | 5.82% |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv (Direct) | 112% | 117% | 12.14% |
From month-end values since 05-04-2018. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
SBI Long Term Advantage Fund - Series V vs Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv: Portfolio Overlap
From each fund's latest monthly portfolio: SBI Long Term Advantage Fund - Series V, September 2026; Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv, September 2026
Holdings in common
- Overlap
- 1.9%
- Held by both
- 1
- Only in SBI Long Term Advantage Fund - Series V
- 30
- Only in Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv
- 39
| Security | % of SBI Long Term Advantage Fund - Series V | % of Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv |
|---|---|---|
| Grindwell Norton Ltd. | 4.14% | 1.91% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 1.9% means 1.9% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in SBI Long Term Advantage Fund - Series V
| Security | % of fund |
|---|---|
| Arvind Ltd. | 7.02% |
| Deepak Fertilizers and Petrochemicals Corporation Ltd. | 6.28% |
| Divi's Laboratories Ltd. | 5.08% |
| Foseco India Ltd. | 4.80% |
| Eicher Motors Ltd. | 3.91% |
Largest holdings only in Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv
| Security | % of fund |
|---|---|
| MTAR Technologies Ltd | 7.29% |
| Aster DM Healthcare Ltd | 6.62% |
| Angel One Ltd | 4.67% |
| Ujjivan Small Finance Bank Ltd | 4.47% |
| Safari Industries (India) Ltd | 3.93% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | SBI Long Term Advantage Fund - Series V | Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv |
|---|---|---|
| Equity | 98.2% | 97.9% |
| Debt | 0.0% | 0.0% |
| Cash and others | 1.8% | 2.1% |
Market cap of stocks
| Market cap | SBI Long Term Advantage Fund - Series V | Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv |
|---|---|---|
| Large Cap | 30.1% | 3.8% |
| Mid Cap | 12.2% | 8.8% |
| Small Cap | 50.8% | 85.3% |
| Not on AMFI's list | 5.1% | 0.0% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | SBI Long Term Advantage Fund - Series V | Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv |
|---|---|---|
| Textiles & Apparels | 15.9% | 0.9% |
| Chemicals & Petrochemicals | 14.7% | 1.4% |
| Banks | 8.9% | 12.4% |
| Industrial Products | 6.7% | 11.3% |
| Pharmaceuticals & Biotechnology | 9.5% | 5.1% |
| Consumer Durables | 1.8% | 8.8% |
| Finance | 8.5% | 7.0% |
| Electrical Equipment | 0.0% | 8.5% |
| Healthcare Services | 1.9% | 6.6% |
The six largest sectors of each fund's stocks, % of the fund.
SBI Long Term Advantage Fund - Series V vs Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | SBI Long Term Advantage Fund - Series V | Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv |
|---|---|---|
| Total expense ratio (Direct) | 1.27% | 1.12% |
| Base expense ratio (Direct) | 0.91% | 0.90% |
| Total expense ratio (Regular) | 1.37% | 1.23% |
| Base expense ratio (Regular) | 1.00% | 1.00% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare SBI Long Term Advantage Fund - Series V with
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- Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv vs Motilal Oswal ELSS Tax Saver
- Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv vs JM ELSS - Tax Saver
- Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv vs WhiteOak Capital ELSS Tax Saver
- Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv vs HSBC ELSS Tax saver
SBI Long Term Advantage Fund - Series V vs Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv: Frequently Asked Questions
What is the difference between SBI Long Term Advantage Fund - Series V and Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv?
Both are ELSS funds, run by SBI Mutual Fund and Sundaram Mutual Fund. Their portfolios overlap 1.9%. SBI Long Term Advantage Fund - Series V charges 1.27% a year and Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv 1.12%.
Which has given higher returns, SBI Long Term Advantage Fund - Series V or Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv?
Over 1 year: SBI Long Term Advantage Fund - Series V −5.06%, Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv −5.20%. Over 3 years: SBI Long Term Advantage Fund - Series V +18.92% a year, Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv +8.40% a year. Over 5 years: SBI Long Term Advantage Fund - Series V +13.21% a year, Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv +12.52% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, SBI Long Term Advantage Fund - Series V or Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv?
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv charges less: 1.12% a year against 1.27%. These are the Direct plans' total expense ratios reported to AMFI.
How much do SBI Long Term Advantage Fund - Series V and Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv overlap?
1.9%. They hold 1 of the same securities, the largest shared ones being GRINDWELL. From each fund's latest monthly portfolio.
Which is riskier, SBI Long Term Advantage Fund - Series V or Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv?
On SEBI's riskometer, SBI Long Term Advantage Fund - Series V is rated Very High and Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Very High. Over 3 years, the standard deviation of daily returns was 15.17% and 16.85% a year.
Which is better for SIP, SBI Long Term Advantage Fund - Series V or Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹8,62,146 in SBI Long Term Advantage Fund - Series V (XIRR 13.6% a year) and ₹7,82,341 in Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv (XIRR 9.7% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both SBI Long Term Advantage Fund - Series V and Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv?
Yes. 1.9% of each fund's money sits in the same holdings, so the two hold mostly different investments.
Who manages SBI Long Term Advantage Fund - Series V and Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv?
SBI Long Term Advantage Fund - Series V: Mohan Lal. Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv: Rohit Seksaria.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.