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

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  • 0.26 %Nav, as on 12-12-2025

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Fund Overview Growth | Direct Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP 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
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Growth -1.99 -2.04 -4.03 18.56 27.41 13.25
Nifty Smallcap 100 -4.71 -3.33 -10.67 20.14 20.55 13.89

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 -4.03 18.56 27.41 1.18 36.21
Axis ELSS Tax Saver Fund - Direct Plan - Growth Option Jan 01, 2013 Unrated 1.82 14.39 12.26 0.81 35,083.65
SBI ELSS Tax Saver Fund - DIRECT PLAN -GROWTH Jan 01, 2013 2.68 23.26 23.07 0.92 32,326.50
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth Dec 28, 2015 5.55 17.65 19.03 0.56 27,271.27
Nippon India ELSS Tax Saver Fund - Direct Plan Growth Plan Jan 01, 2013 2.60 17.11 20.41 1.02 15,519.07
ICICI Prudential ELSS Tax Saver Fund - Direct Plan - Growth Jan 01, 2013 7.07 16.47 18.14 1.08 14,956.70

Fund Holdings as on 30-November-2025

  • Aster DM Healthcare Ltd

  • TREPS

  • Safari Industries (India) Ltd

  • Affle (India) Ltd

  • KSB LTD

  • Ujjivan Small Finance Bank Ltd

  • Angel One Ltd

  • CSB Bank Ltd

  • Sapphire Foods India Ltd

  • JK Cement Ltd

  • KEI Industries Ltd

  • Equitas Small Finance Bank Limited

  • Rate Gain Travel Technologies Ltd

  • Green Panel Industries Ltd

  • Procter & Gamble Health Ltd

  • TVS Holdings Ltd

  • Kalpataru Projects International Ltd

  • MTAR Technologies Ltd

  • ESAB India Ltd

  • Navin Fluorine International Ltd

  • Can Fin Homes Ltd

  • PVR INOX Ltd

  • SIS Ltd

  • Cholamandalam Financial Holdings Ltd

  • Birlasoft Ltd

  • Brigade Enterprises Ltd

  • RHI Magnesita India Ltd

  • PNB Housing Finance Ltd

  • Natco Pharma Ltd

  • Westlife Foodworld Ltd

  • R Systems International Ltd

  • Shivalik Bimetal Controls Ltd

  • EID Parry India Ltd

  • Ganesha Ecosphere Ltd

  • Century Plyboards (India) Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • MM Forgings Ltd

  • Venus Pipes & Tubes Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Hospital & Healthcare Services

  • Household & Personal Products

  • BPO/ITeS

  • Finance - Investment

  • Compressors / Pumps

  • Finance - Stock Broking

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Wood & Wood Products

  • Finance - Housing

  • Consumer Food

  • Cement & Construction Materials

  • Cable

  • Engineering - Construction

  • Electrodes & Welding Equipment

  • Engineering

  • Chemicals

  • Film Production, Distribution & Entertainment

  • Professional Services

  • Construction - Real Estate

  • Refractories

  • Restaurants

  • Metal - Non Ferrous

  • Sugar

  • Textile - Manmade Fibres

  • Consumer Durables - Domestic Appliances

  • Forgings

  • Steel & Iron Products

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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 ₹36.21 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(0.26%)yesterday to ₹27.7772.

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