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

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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 (₹)

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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 11.71 12.98 1.39 0.38 3.00 12.18

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 23.16 18.18 11.65 0.92 21,472.82
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated 7.69 4.90 3.86 1.28 10,813.57
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 9.88 13.43 10.09 0.81 10,029.20
HDFC TaxSaver -Direct Plan - Growth Option Dec 31, 2012 Unrated 7.19 7.70 5.25 1.39 7,454.46
SBI MAGNUM TAXGAIN SCHEME 1993 - DIRECT PLAN -GROWTH Jan 01, 2013 10.13 9.21 6.22 1.30 7,370.28

Fund Holdings as on 31-December-2019

  • Navin Fluorine International Ltd

  • INEOS Styrolution India Ltd

  • HeidelbergCement India Ltd

  • INOX Leisure Ltd

  • TREPS

  • Kalpataru Power Transmission Ltd

  • KEI Industries Ltd

  • Ashoka Buildcon Ltd

  • Vesuvius India Ltd

  • Kirloskar Ferrous Ind Ltd

  • MM Forgings Ltd

  • Thyrocare Technologies Ltd

  • Subros Ltd

  • Asian Granito India Ltd

  • Kennametal India Ltd

  • Ador Welding Ltd

  • Ramco Industries Ltd

  • Mahindra Holidays & Resorts India Ltd

  • Brigade Enterprises Ltd

  • Praj Industries Ltd

  • Timken India Ltd

  • NRB Bearing Ltd

  • ISGEC Heavy Engineering Ltd

  • JK Cement Ltd

  • DCB Bank Ltd

  • Ingersoll Rand (India) Ltd

  • Ujjivan Small Finance Bank Ltd

  • Taj GVK Hotels & Resorts Ltd

  • Heritage Foods Ltd

  • Prabhat Dairy Ltd

  • Rane Holdings Ltd

  • GNA Axles Ltd

  • Himatsingka Seide Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • Astra Microwave Products Ltd

  • Muthoot Capital Services Ltd

  • Lemon Tree Hotels Ltd

  • VA Tech Wabag Ltd

  • Hikal Ltd

  • KSB Ltd

  • KPIT Technologies Ltd

  • NCC Ltd

  • Healthcare Global Enterprises Ltd

  • Raymond Ltd

  • Quess Corp Ltd

  • Arvind Fashions Ltd

  • Ultramarine & Pigments Ltd

  • Khadim India Ltd

  • PTC India Ltd

  • Ujjivan Financial Services Ltd

  • Capacite Infraprojects Ltd

  • Century Plyboards (India) Ltd

  • Indostar Capital Finance Ltd

  • Star Cement Ltd

  • IIFL Securities Ltd

  • Thomas Cook (India) Ltd

  • Premier Explosives Ltd

  • Force Motors Ltd

  • Somany Home Innovation Ltd

  • Dollar Industries Ltd

  • Magma Fincorp Ltd

  • Indian Terrain Fashions Ltd

  • Cash and Other Net Current Assets

  • R.P.P. Infra Projects Ltd

  • S Chand and Company Ltd

  • HSIL Ltd

  • CL Educate Ltd

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  • Chemicals

  • Cement & Construction Materials

  • Hotel, Resort & Restaurants

  • Engineering - Industrial Equipments

  • Miscellaneous

  • Engineering - Construction

  • Film Production, Distribution & Entertainment

  • Auto Ancillary

  • Bearings

  • Transmission Towers / Equipments

  • Construction - Real Estate

  • Bank - Private

  • Cable

  • Refractories

  • Consumer Food

  • Finance - NBFC

  • Ceramics/Marble/Granite/Sanitaryware

  • Castings/Forgings

  • Textile

  • Forgings

  • Hospital & Healthcare Services

  • Electrodes & Welding Equipment

  • Engineering

  • Finance - Investment

  • Retailing

  • Compressors / Pumps

  • Air Conditioners

  • Telecommunication - Equipment

  • Pharmaceuticals & Drugs

  • IT - Software

  • Textile - Weaving

  • Power Generation/Distribution

  • Finance Term Lending

  • Wood & Wood Products

  • Travel Services

  • Automobiles-Trucks/Lcv

  • Unspecified

  • Printing And Publishing

  • Educational Institutions

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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 ₹37.20 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 ₹0.06(0.76%)yesterday to ₹8.0636.

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

Fund Manager

  • Cash

  • Equity

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