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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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 2.49 1.25 -0.67 18.30 33.10 13.99
Nifty Smallcap 100 2.81 -2.57 -7.05 21.32 26.03 14.24

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 -0.67 18.30 33.10 1.18 36.05
Axis ELSS Tax Saver Fund - Direct Plan - Growth Option Jan 01, 2013 Unrated -0.39 12.68 16.73 0.81 34,527.72
SBI ELSS Tax Saver Fund - DIRECT PLAN -GROWTH Jan 01, 2013 -1.65 23.79 26.01 0.95 29,937.40
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth Dec 28, 2015 0.96 17.24 22.45 0.59 25,562.27
Nippon India ELSS Tax Saver Fund - Direct Plan Growth Plan Jan 01, 2013 -1.72 17.40 24.04 1.02 14,934.46
ICICI Prudential ELSS Tax Saver Fund - Direct Plan - Growth Jan 01, 2013 0.04 16.44 21.98 1.09 14,345.55

Fund Holdings as on 31-August-2025

  • Aster DM Healthcare Ltd

  • Affle (India) Ltd

  • KSB LTD

  • TREPS

  • Sapphire Foods India Ltd

  • Safari Industries (India) Ltd

  • JK Cement Ltd

  • CSB Bank Ltd

  • Angel One Ltd

  • Ujjivan Small Finance Bank Ltd

  • Green Panel Industries Ltd

  • Navin Fluorine International Ltd

  • KEI Industries Ltd

  • Procter & Gamble Health Ltd

  • Multi Commodity Exchange of India Ltd

  • Kalpataru Projects International Ltd

  • Equitas Small Finance Bank Limited

  • SIS Ltd

  • PVR INOX Ltd

  • TVS Holdings Ltd

  • Rate Gain Travel Technologies Ltd

  • ESAB India Ltd

  • Cholamandalam Financial Holdings Ltd

  • Birlasoft Ltd

  • Brigade Enterprises Ltd

  • Westlife Foodworld Ltd

  • RHI Magnesita India Ltd

  • Can Fin Homes Ltd

  • R Systems International Ltd

  • Natco Pharma Ltd

  • Ganesha Ecosphere Ltd

  • Shivalik Bimetal Controls Ltd

  • PNB Housing Finance Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Century Plyboards (India) Ltd

  • MM Forgings Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Finance - Stock Broking

  • Hospital & Healthcare Services

  • IT - Software

  • BPO/ITeS

  • Compressors / Pumps

  • Miscellaneous

  • Consumer Food

  • Household & Personal Products

  • Pharmaceuticals & Drugs

  • Wood & Wood Products

  • Cement & Construction Materials

  • Chemicals

  • Cable

  • Finance - Housing

  • Engineering - Construction

  • Professional Services

  • Auto Ancillary

  • Film Production, Distribution & Entertainment

  • Electrodes & Welding Equipment

  • Finance - Investment

  • Construction - Real Estate

  • Restaurants

  • Refractories

  • Textile - Manmade Fibres

  • Metal - Non Ferrous

  • Consumer Durables - Domestic Appliances

  • Forgings

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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 ₹36.05 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 down ₹-0.01(-0.05%)yesterday to ₹28.3548.

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