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 Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 11.04 32.62 -24.65 -13.69 -2.82 9.82

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 -5.03 7.24 8.26 0.93 19,126.58
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 -1.97 4.42 7.91 0.94 9,176.96
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated -24.47 -9.24 -1.22 1.30 7,573.02
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated -9.69 -0.20 2.90 1.33 6,158.95
HDFC TaxSaver -Direct Plan - Growth Option Dec 31, 2012 Unrated -18.79 -3.23 2.51 1.36 5,743.92

Fund Holdings as on 31-May-2020

  • Navin Fluorine International Ltd

  • INEOS Styrolution India Ltd

  • HeidelbergCement India Ltd

  • Vesuvius India Ltd

  • Thyrocare Technologies Ltd

  • Ador Welding Ltd

  • INOX Leisure Ltd

  • Ingersoll Rand (India) Ltd

  • KEI Industries Ltd

  • Kalpataru Power Transmission Ltd

  • Timken India Ltd

  • JK Cement Ltd

  • Subros Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • Reverse Repo

  • Mahindra Holidays & Resorts India Ltd

  • Kennametal India Ltd

  • Kirloskar Ferrous Ind Ltd

  • Ramco Industries Ltd

  • Ashoka Buildcon Ltd

  • NRB Bearing Ltd

  • Taj GVK Hotels & Resorts Ltd

  • Hikal Ltd

  • Indostar Capital Finance Ltd

  • Prabhat Dairy Ltd

  • ISGEC Heavy Engineering Ltd

  • Asian Granito India Ltd

  • Hindustan UniLever Ltd

  • Praj Industries Ltd

  • MM Forgings Ltd

  • GNA Axles Ltd

  • Astra Microwave Products Ltd

  • Heritage Foods Ltd

  • Healthcare Global Enterprises Ltd

  • KSB Ltd

  • Brigade Enterprises Ltd

  • Bharti Airtel Ltd

  • DCB Bank Ltd

  • Westlife Development Ltd

  • Equitas Holdings Ltd

  • Ultramarine & Pigments Ltd

  • Ujjivan Small Finance Bank Ltd

  • Rane Holdings Ltd

  • Cash and Other Net Current Assets

  • Muthoot Capital Services Ltd

  • Star Cement Ltd

  • KPIT Technologies Ltd

  • VA Tech Wabag Ltd

  • Thomas Cook (India) Ltd

  • IIFL Securities Ltd

  • PTC India Ltd

  • Century Plyboards (India) Ltd

  • Force Motors Ltd

  • Himatsingka Seide Ltd

  • Quess Corp Ltd

  • Khadim India Ltd

  • Capacite Infraprojects Ltd

  • Lemon Tree Hotels Ltd

  • Raymond Ltd

  • Dollar Industries Ltd

  • Premier Explosives Ltd

  • Somany Home Innovation Ltd

  • Arvind Fashions Ltd

  • Indian Terrain Fashions Ltd

  • R.P.P. Infra Projects Ltd

  • HSIL Ltd

  • Magma Fincorp Ltd

  • S Chand and Company Ltd

  • CL Educate Ltd

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  • Chemicals

  • Cement & Construction Materials

  • Hotel, Resort & Restaurants

  • Engineering - Industrial Equipments

  • Bearings

  • Finance - NBFC

  • Auto Ancillary

  • Refractories

  • Hospital & Healthcare Services

  • Miscellaneous

  • Consumer Food

  • Electrodes & Welding Equipment

  • Film Production, Distribution & Entertainment

  • Compressors / Pumps

  • Cable

  • Transmission Towers / Equipments

  • Air Conditioners

  • Bank - Private

  • Construction - Real Estate

  • Engineering

  • Castings/Forgings

  • Ceramics/Marble/Granite/Sanitaryware

  • Engineering - Construction

  • Pharmaceuticals & Drugs

  • Finance - Investment

  • Household & Personal Products

  • Textile

  • Forgings

  • Telecommunication - Equipment

  • Telecommunication - Service Provider

  • Finance - Others

  • Retailing

  • IT - Software

  • Travel Services

  • Power Generation/Distribution

  • Automobiles-Trucks/Lcv

  • Wood & Wood Products

  • Textile - Weaving

  • Consumer Durables - Domestic Appliances

  • Printing And Publishing

  • Educational Institutions

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Fund Manager

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  • 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 ₹26.52 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(0.84%)yesterday to ₹6.1264.

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