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

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Fund Overview Growth | Direct Plan

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  • Minimum Addl 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
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Growth 0.25 -1.02 7.75 19.99 25.38 13.13
Nifty Smallcap 100 0.12 -2.95 0.89 21.59 18.39 13.83

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.)
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Growth Sep 28, 2017 7.75 19.99 25.38 1.18 35.85
Axis ELSS Tax Saver Fund - Direct Plan - Growth Option Jan 01, 2013 Unrated 9.55 15.69 10.50 0.81 34,262.95
SBI ELSS Tax Saver Fund - DIRECT PLAN -GROWTH Jan 01, 2013 9.55 23.78 20.63 0.92 32,608.80
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth Dec 28, 2015 14.91 18.33 16.90 0.56 27,195.94
DSP ELSS Tax Saver Fund - Direct Plan - Growth Jan 01, 2013 13.12 20.65 19.03 0.66 17,609.03
HDFC ELSS Tax saver -Direct Plan - Growth Option Jan 01, 2013 13.25 21.63 20.95 1.08 17,163.37

Fund Holdings as on 31-December-2025

  • Aster DM Healthcare Ltd

  • Affle (India) Ltd

  • Safari Industries (India) Ltd

  • CSB Bank Ltd

  • KSB LTD

  • TREPS

  • Ujjivan Small Finance Bank Ltd

  • Sapphire Foods India Ltd

  • Angel One Ltd

  • JK Cement Ltd

  • Equitas Small Finance Bank Limited

  • Rate Gain Travel Technologies Ltd

  • KEI Industries Ltd

  • Green Panel Industries Ltd

  • Procter & Gamble Health Ltd

  • TVS Holdings Ltd

  • ESAB India Ltd

  • Kalpataru Projects International Ltd

  • Can Fin Homes Ltd

  • MTAR Technologies Ltd

  • SIS Ltd

  • PVR INOX Ltd

  • Cholamandalam Financial Holdings Ltd

  • Birlasoft Ltd

  • Brigade Enterprises Ltd

  • RHI Magnesita India Ltd

  • PNB Housing Finance Ltd

  • Natco Pharma Ltd

  • Westlife Foodworld Ltd

  • R Systems International Ltd

  • Shivalik Bimetal Controls Ltd

  • Neogen Chemicals Ltd

  • EID Parry India Ltd

  • Navin Fluorine International Ltd

  • Amber Enterprises India Ltd

  • Venus Pipes & Tubes Ltd

  • Landmark Cars Ltd

  • Zomato Ltd

  • Ganesha Ecosphere Ltd

  • Century Plyboards (India) Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Hospital & Healthcare Services

  • BPO/ITeS

  • Household & Personal Products

  • Compressors / Pumps

  • Finance - Investment

  • Pharmaceuticals & Drugs

  • Finance - Housing

  • Consumer Food

  • Wood & Wood Products

  • Finance - Stock Broking

  • Cement & Construction Materials

  • Cable

  • Miscellaneous

  • Electrodes & Welding Equipment

  • Engineering - Construction

  • Engineering

  • Professional Services

  • Steel & Iron Products

  • Film Production, Distribution & Entertainment

  • Chemicals

  • Construction - Real Estate

  • Refractories

  • Restaurants

  • Sugar

  • Air Conditioners

  • Automobiles - Dealers & Distributors

  • e-Commerce

  • Textile - Manmade Fibres

  • Consumer Durables - Domestic Appliances

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  • Cash

  • Equity

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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 ₹35.85 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 ₹0.05(0.18%)yesterday to ₹27.8975.

Among its top 3 holdings the fund has exposure to Aster DM Healthcare Ltd, and

The Sundaram Long Term Micro Cap Tax Advantage Fund Series VI is managed by Rohit Seksaria .

Fund House Contact

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

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