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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  • Benchmark

  • 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 10.45 11.83 14.86 -8.90 3.67 11.77

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 14.62 12.14 14.02 0.88 22,631.51
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 8.25 4.86 11.10 0.94 11,157.91
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated -5.39 -7.63 3.55 1.22 9,003.06
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 10.04 3.13 7.96 1.30 7,470.01
HDFC TaxSaver -Direct Plan - Growth Option Dec 31, 2012 Unrated -1.73 -2.15 6.39 1.38 6,648.70

Fund Holdings as on 31-October-2020

  • Navin Fluorine International Ltd

  • Thyrocare Technologies Ltd

  • Amber Enterprises India Ltd

  • Vesuvius India Ltd

  • JK Cement Ltd

  • KEI Industries Ltd

  • HeidelbergCement India Ltd

  • Kalpataru Power Transmission Ltd

  • Timken India Ltd

  • MM Forgings Ltd

  • INEOS Styrolution India Ltd

  • INOX Leisure Ltd

  • The Phoenix Mills Ltd

  • Happiest Minds Technologies Limited

  • Hikal Ltd

  • Brigade Enterprises Ltd

  • Ingersoll Rand (India) Ltd

  • Astra Microwave Products Ltd

  • Gujarat Narmada Valley Fertilizers & Chemicals Ltd

  • Indoco Remedies Ltd

  • Ador Welding Ltd

  • Asian Granito India Ltd

  • Kennametal India Ltd

  • Mahindra Holidays & Resorts India Ltd

  • Kirloskar Ferrous Ind Ltd

  • Healthcare Global Enterprises Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • Himatsingka Seide Ltd

  • TREPS

  • KPIT Technologies Ltd

  • Century Plyboards (India) Ltd

  • Heritage Foods Ltd

  • NRB Bearing Ltd

  • Angel Broking ltd

  • Taj GVK Hotels & Resorts Ltd

  • Persistent Systems Ltd

  • GNA Axles Ltd

  • Laurus Labs Ltd

  • ISGEC Heavy Engineering Ltd

  • Subros Ltd

  • Westlife Development Ltd

  • Ultramarine & Pigments Ltd

  • DCB Bank Ltd

  • Praj Industries Ltd

  • KSB Ltd

  • Alembic Pharmaceuticals Ltd

  • VA Tech Wabag Ltd

  • Ramco Industries Ltd

  • Prabhat Dairy Ltd

  • Ashoka Buildcon Ltd

  • International Paper APPM Ltd

  • Equitas Holdings Ltd

  • Valiant Organics Ltd

  • Muthoot Capital Services Ltd

  • Quess Corp Ltd

  • Multi Commodity Exchange of India Ltd

  • Cyient Ltd

  • Rane Holdings Ltd

  • PTC India Ltd

  • Equitas Small Finance Bank Ltd

  • IIFL Securities Ltd

  • Capacite Infraprojects Ltd

  • Can Fin Homes Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Khadim India Ltd

  • Lemon Tree Hotels Ltd

  • Magma Fincorp Ltd

  • Arvind Fashions Ltd

  • Raymond Ltd

  • Dollar Industries Ltd

  • Somany Home Innovation Ltd

  • Reverse Repo

  • Cash and Other Net Current Assets

  • Indian Terrain Fashions Ltd

  • S Chand and Company Ltd

  • CL Educate Ltd

  • R.P.P. Infra Projects Ltd

  • TTK Prestige Ltd

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  • Chemicals

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • IT - Software

  • Construction - Real Estate

  • Air Conditioners

  • Hospital & Healthcare Services

  • Bearings

  • Hotel, Resort & Restaurants

  • Miscellaneous

  • Engineering - Industrial Equipments

  • Refractories

  • Auto Ancillary

  • Cable

  • Finance - NBFC

  • Consumer Food

  • Transmission Towers / Equipments

  • Finance - Stock Broking

  • Textile

  • Forgings

  • Film Production, Distribution & Entertainment

  • Bank - Private

  • Compressors / Pumps

  • Telecommunication - Equipment

  • Fertilizers

  • Electrodes & Welding Equipment

  • Ceramics/Marble/Granite/Sanitaryware

  • Engineering

  • Castings/Forgings

  • Finance - Investment

  • Wood & Wood Products

  • Finance - Others

  • Retailing

  • Engineering - Construction

  • Paper & Paper Products

  • Power Generation/Distribution

  • Finance - Housing

  • Textile - Weaving

  • Consumer Durables - Domestic Appliances

  • Printing And Publishing

  • 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 ₹32.88 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 ₹0.15(1.99%)yesterday to ₹7.898.

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