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

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Fund Overview IDCW | Direct 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
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) -6.94 -6.34 9.45 17.08 21.64 11.69
Nifty Smallcap 100 -6.15 -5.72 5.23 21.13 14.69 13.34

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 - Payout of Income Distribution cum Capital Withdrawal (IDCW) Sep 28, 2017 9.45 17.08 21.64 1.18 33.85
Axis ELSS Tax Saver Fund - Direct Plan - IDCW Jan 01, 2013 Unrated 3.73 15.25 9.10 0.81 33,185.50
SBI ELSS Tax Saver Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 5.28 22.31 19.15 0.92 32,171.48
Mirae Asset ELSS Tax Saver Fund - Direct Plan - IDCW Dec 28, 2015 9.44 17.25 14.49 0.59 26,202.62
DSP ELSS Tax Saver Fund - Direct Plan - IDCW Jan 01, 2013 6.60 19.86 16.95 0.74 17,249.79
HDFC ELSS Tax saver - IDCW Option - Direct Plan Jan 01, 2013 6.08 19.61 18.98 1.08 16,618.14

Fund Holdings as on 28-February-2026

  • Aster DM Healthcare Ltd

  • KSB LTD

  • CSB Bank Ltd

  • Affle (India) Ltd

  • Safari Industries (India) Ltd

  • TREPS

  • MTAR Technologies Ltd

  • Angel One Ltd

  • JK Cement Ltd

  • Equitas Small Finance Bank Limited

  • Ujjivan Small Finance Bank Ltd

  • Sapphire Foods India Ltd

  • TVS Holdings Ltd

  • Green Panel Industries Ltd

  • Kalpataru Projects International Ltd

  • Procter & Gamble Health Ltd

  • Rate Gain Travel Technologies Ltd

  • ESAB India Ltd

  • Zomato Ltd

  • Can Fin Homes Ltd

  • PVR INOX Ltd

  • SIS Ltd

  • Cholamandalam Financial Holdings Ltd

  • Birlasoft Ltd

  • RHI Magnesita India Ltd

  • Natco Pharma Ltd

  • Brigade Enterprises Ltd

  • PNB Housing Finance Ltd

  • Landmark Cars Ltd

  • Neogen Chemicals Ltd

  • Westlife Foodworld Ltd

  • Shivalik Bimetal Controls Ltd

  • Amber Enterprises India Ltd

  • R Systems International Ltd

  • Aavas Financiers Ltd

  • Venus Pipes & Tubes Ltd

  • EID Parry India Ltd

  • Ganesha Ecosphere Ltd

  • Century Plyboards (India) Ltd

  • Cash and Other Net Current Assets

  • Butterfly Gandhimathi Appliances Ltd

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  • Bank - Private

  • Hospital & Healthcare Services

  • IT - Software

  • Compressors / Pumps

  • Finance - Investment

  • Finance - Housing

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • BPO/ITeS

  • Household & Personal Products

  • Engineering

  • Finance - Stock Broking

  • Wood & Wood Products

  • Cement & Construction Materials

  • Consumer Food

  • Engineering - Construction

  • Electrodes & Welding Equipment

  • Steel & Iron Products

  • e-Commerce

  • Film Production, Distribution & Entertainment

  • Professional Services

  • Refractories

  • Construction - Real Estate

  • Automobiles - Dealers & Distributors

  • Chemicals

  • Restaurants

  • Air Conditioners

  • Sugar

  • Textile - Manmade Fibres

  • Consumer Durables - Domestic Appliances

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Most Recent Dividend

  • 12/12/2023

  • 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 ₹33.85 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 ₹-0.53(-2.16%)yesterday to ₹24.1629.

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