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

  • Previous Nav

  • Net Change on 13-09-2019

  • PersonalFN Rating

  • Category

  • Assets (Cr.)

  • Expense Ratio

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 (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 3.80 -11.50 -22.83 -2.94 1.17 11.61

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 0.41 11.34 12.04 0.93 19,236.11
Reliance Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated -13.95 0.55 3.47 1.30 9,186.62
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 -8.90 8.73 11.38 1.08 8,561.62
HDFC TaxSaver -Direct Plan - Growth Option Dec 31, 2012 -6.74 6.24 5.32 1.40 6,782.96
ICICI Prudential Long Term Equity Fund (Tax Saving) - Direct Plan - Growth Jan 01, 2013 -4.92 7.06 8.22 1.24 5,965.41

Fund Holdings as on 31-August-2019

  • Navin Fluorine International Ltd

  • INEOS Styrolution India Ltd

  • TREPS

  • Kalpataru Power Transmission Ltd

  • HeidelbergCEMENT India Ltd

  • KEI Industries Ltd

  • Ashoka Buildcon Ltd

  • Ujjivan Financial Services Ltd

  • Vesuvius India Ltd

  • Kirloskar Ferrous Ind Ltd

  • Asian Granito India Ltd

  • MM Forgings Ltd

  • Praj Industries Ltd

  • INOX Leisure Ltd

  • Ador Welding Ltd

  • Kennametal India Ltd

  • Subros Ltd

  • Thyrocare Technologies Ltd

  • Mahindra Holidays & Resorts India Ltd

  • Star Cement Ltd

  • DCB Bank Ltd

  • Brigade Enterprises Ltd

  • Ramco Industries Ltd

  • VA Tech Wabag Ltd

  • Rane Holdings Ltd

  • ISGEC Heavy Engineering Ltd

  • Hikal Ltd

  • JK Cement Ltd

  • Ingersoll Rand (India) Ltd

  • Heritage Foods Ltd

  • Timken India Ltd

  • Himatsingka Seide Ltd

  • NRB Bearing Ltd

  • Thomas Cook (India) Ltd

  • KPIT Technologies Ltd

  • Indostar Capital Finance Ltd

  • Astra Microwave Products Ltd

  • GNA Axles Ltd

  • Muthoot Capital Services Ltd

  • Taj GVK Hotels & Resorts Ltd

  • Arvind Fashions Ltd

  • NCC Ltd

  • KSB Ltd

  • Johnson Controls Hitachi AirConditioning India Ltd

  • Prabhat Dairy Ltd

  • Ultramarine & Pigments Ltd

  • Capacite Infraprojects Ltd

  • Cash and Other Net Current Assets

  • Khadim India Ltd

  • PTC India Ltd

  • Dollar Industries Ltd

  • LG Balakrishnan & Bros Ltd

  • Somany Home Innovation Ltd

  • Premier Explosives Ltd

  • Force Motors Ltd

  • Indian Terrain Fashions Ltd

  • Century Plyboards (India) Ltd

  • Magma Fincorp Ltd

  • Cyient Ltd

  • Redington (India) Ltd

  • R.P.P. Infra Projects Ltd

  • CL Educate Ltd

  • S Chand and Company Ltd

  • HSIL Ltd

View More
  • Chemicals

  • Cement & Construction Materials

  • Miscellaneous

  • Engineering - Industrial Equipments

  • Auto Ancillary

  • Engineering - Construction

  • Transmission Towers / Equipments

  • Construction - Real Estate

  • Hotel, Resort & Restaurants

  • Cable

  • Finance - NBFC

  • Textile

  • Bearings

  • Finance Term Lending

  • Refractories

  • Ceramics/Marble/Granite/Sanitaryware

  • Castings/Forgings

  • Consumer Food

  • Forgings

  • Film Production, Distribution & Entertainment

  • Electrodes & Welding Equipment

  • Engineering

  • Hospital & Healthcare Services

  • Retailing

  • Bank - Private

  • Finance - Investment

  • IT - Software

  • Pharmaceuticals & Drugs

  • Compressors / Pumps

  • Travel Services

  • Telecommunication - Equipment

  • Air Conditioners

  • Power Generation/Distribution

  • Unspecified

  • Automobiles-Trucks/Lcv

  • Wood & Wood Products

  • Trading

  • Educational Institutions

  • Printing And Publishing

View More

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 ₹35.43 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 ₹0.07(1%)yesterday to ₹7.37.

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

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

View More