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 -0.74 9.51 98.41 -0.71 9.31 12.88

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 47.59 12.59 15.84 0.72 27,870
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 40.83 6.40 12.78 0.97 13,647.28
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated 54.96 1.14 7.53 1.08 11,219.23
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 55.28 8.58 11.19 1.25 9,257.60
ICICI Prudential Long Term Equity Fund (Tax Saving) - Direct Plan - Growth Jan 01, 2013 54.49 10.39 13.24 1.25 8,310.40

Fund Holdings as on 31-March-2021

  • Navin Fluorine International Ltd

  • JK Cement Ltd

  • KEI Industries Ltd

  • Equitas Holdings Ltd

  • Kirloskar Ferrous Industries Ltd

  • Amber Enterprises India Ltd

  • HeidelbergCement India Ltd

  • Kalpataru Power Transmission Ltd

  • MM Forgings Ltd

  • ISGEC Heavy Engineering Ltd

  • KPIT Technologies Ltd

  • Timken India Ltd

  • Century Plyboards (India) Ltd

  • Healthcare Global Enterprises Ltd

  • Happiest Minds Technologies Limited

  • Kennametal India Ltd

  • Praj Industries Ltd

  • Persistent Systems Ltd

  • Astra Microwave Products Ltd

  • Mahindra Holidays & Resorts India Ltd

  • Brigade Enterprises Ltd

  • KSB Ltd

  • Indoco Remedies Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • Thyrocare Technologies Ltd

  • GNA Axles Ltd

  • INOX Leisure Ltd

  • Vesuvius India Ltd

  • MTAR Technologies Ltd

  • Gujarat Narmada Valley Fertilizers & Chemicals Ltd

  • Heritage Foods Ltd

  • Himatsingka Seide Ltd

  • Hikal Ltd

  • Ashoka Buildcon Ltd

  • IDFC Ltd

  • Cyient Ltd

  • Ador Welding Ltd

  • The Phoenix Mills Ltd

  • India Nippon Electricals Ltd

  • Quess Corp Ltd

  • Can Fin Homes Ltd

  • NRB Bearing Ltd

  • Tata Metaliks Ltd

  • Westlife Development Ltd

  • CG Power and Industrial Solutions Ltd

  • TREPS

  • Laurus Labs Ltd

  • Ramco Industries Ltd

  • DCB Bank Ltd

  • Rane Holdings Ltd

  • Stove Kraft Ltd

  • PTC India Ltd

  • Andhra Paper Ltd

  • Home First Finance Company India Ltd

  • Taj GVK Hotels & Resorts Ltd

  • Angel Broking ltd

  • Capacite Infraprojects Ltd

  • IIFL Securities Ltd

  • Asian Granito India Ltd

  • Alembic Pharmaceuticals Ltd

  • Easy Trip Planners Ltd

  • Multi Commodity Exchange of India Ltd

  • Khadim India Ltd

  • Valiant Organics Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Ingersoll Rand (India) Ltd

  • Arvind Fashions Ltd

  • Lemon Tree Hotels Ltd

  • Reverse Repo

  • Indian Terrain Fashions Ltd

  • CL Educate Ltd

  • Cash and Other Net Current Assets

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  • IT - Software

  • Cement & Construction Materials

  • Engineering - Industrial Equipments

  • Pharmaceuticals & Drugs

  • Chemicals

  • Air Conditioners

  • Finance - NBFC

  • Construction - Real Estate

  • Engineering

  • Miscellaneous

  • Bearings

  • Hotel, Resort & Restaurants

  • Auto Ancillary

  • Cable

  • Castings/Forgings

  • Transmission Towers / Equipments

  • Finance - Housing

  • Forgings

  • Wood & Wood Products

  • Finance - Investment

  • Telecommunication - Equipment

  • Textile

  • Hospital & Healthcare Services

  • Film Production, Distribution & Entertainment

  • Finance - Stock Broking

  • Refractories

  • Fertilizers

  • Consumer Food

  • Engineering - Construction

  • Electrodes & Welding Equipment

  • Steel/Sponge Iron/Pig Iron

  • Electric Equipment

  • Finance - Others

  • Bank - Private

  • Retailing

  • Consumer Durables - Domestic Appliances

  • Power Generation/Distribution

  • Paper & Paper Products

  • Ceramics/Marble/Granite/Sanitaryware

  • Travel Services

  • Compressors / Pumps

  • Educational Institutions

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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 ₹38.37 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 ₹0.08(0.82%)yesterday to ₹9.7764.

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 Ratish Varier.

Fund House Contact

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

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