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

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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 (₹)

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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 -3.74 -10.36 -11.50 -4.88 1.85 11.28

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 16.53 12.36 13.10 1.75 20,425.31
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated -3.83 -0.64 3.63 1.73 9,826.57
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 1.45 7.53 11.43 2.06 9,128.92
HDFC TaxSaver-Growth Plan Mar 31, 1996 Unrated 0.66 5.32 5.99 1.98 7,130.72
SBI MAGNUM TAXGAIN SCHEME 1993 - REGULAR PLAN- GROWTH Mar 31, 1993 Unrated 3.46 3.67 6.23 1.83 7,019.69

Fund Holdings as on 30-September-2019

  • Navin Fluorine International Ltd

  • INEOS Styrolution India Ltd

  • HeidelbergCement India Ltd

  • Kalpataru Power Transmission Ltd

  • KEI Industries Ltd

  • INOX Leisure Ltd

  • Ashoka Buildcon Ltd

  • Vesuvius India Ltd

  • MM Forgings Ltd

  • Asian Granito India Ltd

  • Praj Industries Ltd

  • Kirloskar Ferrous Ind Ltd

  • Kennametal India Ltd

  • Subros Ltd

  • Thyrocare Technologies Ltd

  • Ador Welding Ltd

  • Mahindra Holidays & Resorts India Ltd

  • Brigade Enterprises Ltd

  • Ramco Industries Ltd

  • NRB Bearing Ltd

  • ISGEC Heavy Engineering Ltd

  • TREPS

  • Star Cement Ltd

  • DCB Bank Ltd

  • VA Tech Wabag Ltd

  • Taj GVK Hotels & Resorts Ltd

  • Rane Holdings Ltd

  • Heritage Foods Ltd

  • Hikal Ltd

  • Timken India Ltd

  • Himatsingka Seide Ltd

  • Ingersoll Rand (India) Ltd

  • JK Cement Ltd

  • Thomas Cook (India) Ltd

  • Ujjivan Financial Services Ltd

  • Prabhat Dairy Ltd

  • GNA Axles Ltd

  • Muthoot Capital Services Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • KSB Ltd

  • KPIT Technologies Ltd

  • Astra Microwave Products Ltd

  • NCC Ltd

  • Lemon Tree Hotels Ltd

  • Healthcare Global Enterprises Ltd

  • Khadim India Ltd

  • Arvind Fashions Ltd

  • Ultramarine & Pigments Ltd

  • Tube Investments of India Ltd

  • Indostar Capital Finance Ltd

  • Capacite Infraprojects Ltd

  • PTC India Ltd

  • Dollar Industries Ltd

  • Century Plyboards (India) Ltd

  • Premier Explosives Ltd

  • Somany Home Innovation Ltd

  • Indian Terrain Fashions Ltd

  • Force Motors Ltd

  • Cyient Ltd

  • Magma Fincorp Ltd

  • R.P.P. Infra Projects Ltd

  • Redington (India) Ltd

  • CL Educate Ltd

  • S Chand and Company Ltd

  • HSIL Ltd

  • Cash and Other Net Current Assets

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  • Chemicals

  • Cement & Construction Materials

  • Engineering - Industrial Equipments

  • Hotel, Resort & Restaurants

  • Transmission Towers / Equipments

  • Engineering - Construction

  • Auto Ancillary

  • Cable

  • Bearings

  • Construction - Real Estate

  • Film Production, Distribution & Entertainment

  • Textile

  • Consumer Food

  • Miscellaneous

  • Refractories

  • Forgings

  • Finance - NBFC

  • Ceramics/Marble/Granite/Sanitaryware

  • Castings/Forgings

  • Engineering

  • Hospital & Healthcare Services

  • Electrodes & Welding Equipment

  • Retailing

  • Bank - Private

  • IT - Software

  • Finance - Investment

  • Pharmaceuticals & Drugs

  • Compressors / Pumps

  • Finance Term Lending

  • Travel Services

  • Air Conditioners

  • Telecommunication - Equipment

  • Cycles

  • Power Generation/Distribution

  • Wood & Wood Products

  • Unspecified

  • Automobiles-Trucks/Lcv

  • Trading

  • 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 ₹37.46 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 ₹-0.01(-0.09%)yesterday to ₹6.90.

Among its top 3 holdings the fund has exposure to Navin Fluorine International Ltd, INEOS Styrolution India Ltd and HeidelbergCement India 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

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