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

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  • Net Change on 16-08-2019

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

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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 -9.49 -10.45 -26.63 -2.84 2.37 11.48

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 - Growth Dec 29, 2009 -1.61 10.32 12.89 1.76 18,952.64
Reliance Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated -15.04 -0.33 4.62 1.73 9,659.29
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 29, 1996 -11.24 6.91 11.50 2.04 8,416.36
HDFC TaxSaver-Growth Plan Mar 31, 1996 -8.50 5.60 6.26 1.97 6,979.02
SBI MAGNUM TAXGAIN SCHEME 1993 - REGULAR PLAN- GROWTH Mar 31, 1993 Unrated -7.57 3.53 6.58 1.99 6,740.92

Fund Holdings as on 31-July-2019

  • Navin Fluorine International Ltd

  • Kalpataru Power Transmission Ltd

  • Ashoka Buildcon Ltd

  • HeidelbergCEMENT India Ltd

  • INEOS Styrolution India Ltd

  • KEI Industries Ltd

  • Vesuvius India Ltd

  • Kirloskar Ferrous Ind Ltd

  • (b) Share Application Money pending Allotment

  • Ujjivan Financial Services Ltd

  • Asian Granito India Ltd

  • Praj Industries Ltd

  • MM Forgings Ltd

  • Ador Welding Ltd

  • Mahindra Holidays & Resorts India Ltd

  • Kennametal India Ltd

  • INOX Leisure Ltd

  • ISGEC Heavy Engineering Ltd

  • Star Cement Ltd

  • VA Tech Wabag Ltd

  • Thyrocare Technologies Ltd

  • Ramco Industries Ltd

  • DCB Bank Ltd

  • Subros Ltd

  • Thomas Cook (India) Ltd

  • Rane Holdings Ltd

  • Brigade Enterprises Ltd

  • Hikal Ltd

  • Taj GVK Hotels & Resorts Ltd

  • NCC Ltd

  • Himatsingka Seide Ltd

  • NRB Bearing Ltd

  • Ingersoll Rand (India) Ltd

  • Heritage Foods Ltd

  • Arvind Fashions Ltd

  • JK Cement Ltd

  • Timken India Ltd

  • Redington (India) Ltd

  • Indostar Capital Finance Ltd

  • Astra Microwave Products Ltd

  • Muthoot Capital Services Ltd

  • Prabhat Dairy Ltd

  • GNA Axles Ltd

  • Khadim India Ltd

  • Johnson Controls – Hitachi Air Conditioning India Ltd

  • KSB Ltd

  • Capacit'e Infraprojects Ltd

  • TREPS

  • KPIT Technologies Ltd

  • HSIL Ltd

  • Cyient Ltd

  • LG Balakrishnan & Bros Ltd

  • Ultramarine & Pigments Ltd

  • PTC India Ltd

  • Dollar Industries Ltd

  • Magma Fincorp Ltd

  • Premier Explosives Ltd

  • Indian Terrain Fashions Ltd

  • Force Motors Ltd

  • Century Plyboards (India) Ltd

  • R.P.P. Infra Projects Ltd

  • CL Educate Ltd

  • Cash and Other Net Current Assets

  • S Chand and Company Ltd

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  • Chemicals

  • Cement & Construction Materials

  • Engineering - Industrial Equipments

  • Engineering - Construction

  • Transmission Towers / Equipments

  • Auto Ancillary

  • Hotel, Resort & Restaurants

  • Construction - Real Estate

  • Ceramics/Marble/Granite/Sanitaryware

  • Finance - NBFC

  • Textile

  • Cable

  • Bearings

  • Refractories

  • Castings/Forgings

  • Consumer Food

  • Miscellaneous

  • Retailing

  • Finance Term Lending

  • Forgings

  • Electrodes & Welding Equipment

  • Engineering

  • Film Production, Distribution & Entertainment

  • Hospital & Healthcare Services

  • IT - Software

  • Bank - Private

  • Travel Services

  • Finance - Investment

  • Pharmaceuticals & Drugs

  • Compressors / Pumps

  • Trading

  • Telecommunication - Equipment

  • Air Conditioners

  • Power Generation/Distribution

  • Automobiles-Trucks/Lcv

  • Wood & Wood Products

  • Educational Institutions

  • Printing And Publishing

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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 ₹35.38 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 ₹0.02(0.25%)yesterday to ₹6.73.

Among its top 3 holdings the fund has exposure to Navin Fluorine International Ltd, Kalpataru Power Transmission Ltd and Ashoka Buildcon Ltd

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

  • Unrated

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