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

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  • Net Change on 03-04-2020

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

the investment objective of the scheme is to generate capital appreciation over a period of ten years by predominantly investing in equity and equity-related instruments of companies that can be termed as micro-cap. the investment will be eligible for Income tax benefit. For the purpose of investment by the scheme ‘Micro cap’ stock is defined as one whose market cap is equal to or lower than the 301stStock by market cap (after sorting the securities in the descending order of market capitalization) on the National Stock exchange of India limited, Mumbai, at the time of investment. however, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Nifty Smallcap 100 -38.74 -41.52 -47.60 -20.99 -9.40 7.98

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Long Term Equity Fund - Direct Plan - Growth Option Jan 01, 2013 -17.02 2.40 3.95 0.91 21,658.58
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 -24.27 -1.77 2.59 0.81 10,072.72
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated -38.38 -13.91 -6.03 0.96 9,527.73
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 -29.69 -6.92 -2.07 1.32 7,098.46
HDFC TaxSaver -Direct Plan - Growth Option Dec 31, 2012 Unrated -35.21 -9.78 -2.71 1.28 6,748.51

Fund Holdings as on 29-February-2020

  • Navin Fluorine International Ltd

  • INEOS Styrolution India Ltd

  • HeidelbergCement India Ltd

  • INOX Leisure Ltd

  • TREPS

  • KEI Industries Ltd

  • Vesuvius India Ltd

  • Kalpataru Power Transmission Ltd

  • Kirloskar Ferrous Ind Ltd

  • Thyrocare Technologies Ltd

  • MM Forgings Ltd

  • Ashoka Buildcon Ltd

  • Brigade Enterprises Ltd

  • Asian Granito India Ltd

  • Ador Welding Ltd

  • Kennametal India Ltd

  • Subros Ltd

  • JK Cement Ltd

  • Mahindra Holidays & Resorts India Ltd

  • Timken India Ltd

  • Ramco Industries Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • Ingersoll Rand (India) Ltd

  • Praj Industries Ltd

  • ISGEC Heavy Engineering Ltd

  • DCB Bank Ltd

  • NRB Bearing Ltd

  • Heritage Foods Ltd

  • Taj GVK Hotels & Resorts Ltd

  • Ujjivan Small Finance Bank Ltd

  • Equitas Holdings Ltd

  • Hikal Ltd

  • Westlife Development Ltd

  • Astra Microwave Products Ltd

  • Prabhat Dairy Ltd

  • VA Tech Wabag Ltd

  • KSB Ltd

  • Indostar Capital Finance Ltd

  • Muthoot Capital Services Ltd

  • GNA Axles Ltd

  • Rane Holdings Ltd

  • Healthcare Global Enterprises Ltd

  • Himatsingka Seide Ltd

  • Quess Corp Ltd

  • KPIT Technologies Ltd

  • Lemon Tree Hotels Ltd

  • Thomas Cook (India) Ltd

  • IIFL Securities Ltd

  • Ultramarine & Pigments Ltd

  • Arvind Fashions Ltd

  • Century Plyboards (India) Ltd

  • PTC India Ltd

  • Raymond Ltd

  • Star Cement Ltd

  • Capacite Infraprojects Ltd

  • NCC Ltd

  • Force Motors Ltd

  • Magma Fincorp Ltd

  • Somany Home Innovation Ltd

  • Khadim India Ltd

  • Premier Explosives Ltd

  • Dollar Industries Ltd

  • Ujjivan Financial Services Ltd

  • Indian Terrain Fashions Ltd

  • R.P.P. Infra Projects Ltd

  • HSIL Ltd

  • S Chand and Company Ltd

  • CL Educate Ltd

  • Cash and Other Net Current Assets

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  • Chemicals

  • Cement & Construction Materials

  • Engineering - Industrial Equipments

  • Film Production, Distribution & Entertainment

  • Hotel, Resort & Restaurants

  • Finance - NBFC

  • Miscellaneous

  • Bearings

  • Auto Ancillary

  • Cable

  • Construction - Real Estate

  • Refractories

  • Engineering - Construction

  • Bank - Private

  • Transmission Towers / Equipments

  • Consumer Food

  • Castings/Forgings

  • Hospital & Healthcare Services

  • Forgings

  • Ceramics/Marble/Granite/Sanitaryware

  • Electrodes & Welding Equipment

  • Engineering

  • Finance - Investment

  • Textile

  • Air Conditioners

  • Compressors / Pumps

  • Pharmaceuticals & Drugs

  • Finance - Others

  • Telecommunication - Equipment

  • Retailing

  • IT - Software

  • Travel Services

  • Wood & Wood Products

  • Power Generation/Distribution

  • Textile - Weaving

  • Automobiles-Trucks/Lcv

  • Consumer Durables - Domestic Appliances

  • Finance Term Lending

  • Printing And Publishing

  • Educational Institutions

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About Sundaram Long Term Micro Cap Tax Advantage Fund Series VI

Scheme Analysis

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI is a Equity - ELSS fund and belongs to Sundaram Mutual Fund. It was launched on 28-Sep-2017 and currently has an AUM of ₹37.29 crore. Sundaram Long Term Micro Cap Tax Advantage Fund Series VI is benchmarked against Nifty Smallcap 100 as primary index.

The NAV of Sundaram Long Term Micro Cap Tax Advantage Fund Series VI ended up ₹0.01(0.12%)yesterday to ₹4.8457.

Among its top 3 holdings the fund has exposure to Navin Fluorine International Ltd, and

The Sundaram Long Term Micro Cap Tax Advantage Fund Series VI is managed by Dwijendra Srivastava and S. Krishnakumar.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156

Fund Manager

  • Cash

  • Equity

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