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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  • 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 6.38 17.48 113.07 8.15 11.44 13.80

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 56.26 16.03 17.45 0.80 29,575.29
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 39.86 9.06 13.66 0.99 13,949.95
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated 65.56 6.32 9.06 1.12 11,667.38
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 61.55 13.40 13.14 1.23 9,900.60
ICICI Prudential Long Term Equity Fund (Tax Saving) - Direct Plan - Growth Jan 01, 2013 59.09 13.77 14.64 1.22 8,846.36

Fund Holdings as on 31-May-2021

  • Navin Fluorine International Ltd

  • Hikal Ltd

  • KEI Industries Ltd

  • KPIT Technologies Ltd

  • Equitas Holdings Ltd

  • JK Cement Ltd

  • Century Plyboards (India) Ltd

  • Angel Broking ltd

  • Persistent Systems Ltd

  • Kennametal India Ltd

  • ISGEC Heavy Engineering Ltd

  • Indoco Remedies Ltd

  • Kalpataru Power Transmission Ltd

  • Happiest Minds Technologies Limited

  • Kirloskar Ferrous Ind Ltd

  • MM Forgings Ltd

  • Ador Welding Ltd

  • Healthcare Global Enterprises Ltd

  • GNA Axles Ltd

  • HeidelbergCement India Ltd

  • Amber Enterprises India Ltd

  • Laurus Labs Ltd

  • Cyient Ltd

  • KSB Ltd

  • INOX Leisure Ltd

  • Heritage Foods Ltd

  • Astra Microwave Products Ltd

  • IDFC Ltd

  • Thyrocare Technologies Ltd

  • CG Power and Industrial Solutions Ltd

  • TREPS

  • Timken India Ltd

  • Tata Metaliks Ltd

  • Brigade Enterprises Ltd

  • Home First Finance Company Ltd

  • Stove Kraft Ltd

  • Himatsingka Seide Ltd

  • Easy Trip Planners Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • The Phoenix Mills Ltd

  • Westlife Development Ltd

  • India Nippon Electricals Ltd

  • Quess Corp Ltd

  • Ashoka Buildcon Ltd

  • Mahindra Holidays & Resorts India Ltd

  • IIFL Securities Ltd

  • NRB Bearing Ltd

  • DCB Bank Ltd

  • UPL Ltd

  • Gujarat Narmada Valley Fertilizers & Chemicals Ltd

  • Vesuvius India Ltd

  • Taj GVK Hotels & Resorts Ltd

  • Can Fin Homes Ltd

  • CCL Products (India) Ltd

  • PTC India Ltd

  • Green Panel Industries Ltd

  • Rane Holdings Ltd

  • Andhra Paper Ltd

  • Cash and Other Net Current Assets

  • Asian Granito India Ltd

  • Capacite Infraprojects Ltd

  • Valiant Organics Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Khadim India Ltd

  • Multi Commodity Exchange of India Ltd

  • Ramco Systems Ltd

  • Lemon Tree Hotels Ltd

  • Arvind Fashions Ltd

  • Reverse Repo

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  • IT - Software

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Chemicals

  • Finance - NBFC

  • Engineering - Industrial Equipments

  • Wood & Wood Products

  • Construction - Real Estate

  • Miscellaneous

  • Air Conditioners

  • Auto Ancillary

  • Cable

  • Finance - Stock Broking

  • Hotel, Resort & Restaurants

  • Bearings

  • Finance - Housing

  • Engineering

  • Finance - Investment

  • Transmission Towers / Equipments

  • Castings/Forgings

  • Forgings

  • Electrodes & Welding Equipment

  • Film Production, Distribution & Entertainment

  • Consumer Food

  • Telecommunication - Equipment

  • Electric Equipment

  • Hospital & Healthcare Services

  • Steel/Sponge Iron/Pig Iron

  • Consumer Durables - Domestic Appliances

  • Textile

  • Travel Services

  • Finance - Others

  • Engineering - Construction

  • Retailing

  • Fertilizers

  • Bank - Private

  • Pesticides & Agrochemicals

  • Refractories

  • Tea/Coffee

  • Power Generation/Distribution

  • Paper & Paper Products

  • Ceramics/Marble/Granite/Sanitaryware

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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 ₹41.61 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 ₹-0.11(-0.87%)yesterday to ₹12.1818.

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