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

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  • (-0.79%)Nav, as on 25-03-2025

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Fund Overview Growth | Regular Plan

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  • Benchmark

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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 Regular Plan - Growth 1.08 -12.95 3.48 16.06 39.12 11.80
Nifty Smallcap 100 4.54 -14.01 6.99 16.04 36.14 13.98

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 Regular Plan - Growth Sep 28, 2017 3.48 16.06 39.12 1.42 31.41
Axis ELSS Tax Saver Fund - Regular Plan - Growth Dec 29, 2009 Unrated 10.19 10.28 20.69 1.56 32,174.34
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 12.63 24.28 34.04 1.60 25,723.50
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 10.74 14.19 29.33 1.57 22,411.17
DSP ELSS Tax Saver Fund - Regular Plan - Growth Jan 18, 2007 18.69 18.73 31.26 1.65 14,981.09
HDFC ELSS Tax saver-Growth Plan Mar 31, 1996 14.27 22.23 32.59 1.67 14,671.37

Fund Holdings as on 28-February-2025

  • TREPS

  • Safari Industries (India) Ltd

  • Sapphire Foods India Ltd

  • Multi Commodity Exchange of India Ltd

  • Affle (India) Ltd

  • Aster DM Healthcare Ltd

  • KSB LTD

  • Angel One Ltd

  • Navin Fluorine International Ltd

  • Green Panel Industries Ltd

  • CSB Bank Ltd

  • KEI Industries Ltd

  • Equitas Small Finance Bank Limited

  • JK Cement Ltd

  • Ujjivan Small Finance Bank Ltd

  • Procter & Gamble Health Ltd

  • SIS Ltd

  • Birlasoft Ltd

  • Rate Gain Travel Technologies Ltd

  • Brigade Enterprises Ltd

  • ESAB India Ltd

  • PVR INOX Ltd

  • Cholamandalam Financial Holdings Ltd

  • Kalpataru Projects International Ltd

  • Westlife Foodworld Ltd

  • TVS Holdings Ltd

  • RHI Magnesita India Ltd

  • Laurus Labs Ltd

  • Can Fin Homes Ltd

  • Shivalik Bimetal Controls Ltd

  • R Systems International Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Century Plyboards (India) Ltd

  • MM Forgings Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Finance - Stock Broking

  • Miscellaneous

  • IT - Software

  • Household & Personal Products

  • Consumer Food

  • BPO/ITeS

  • Wood & Wood Products

  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Compressors / Pumps

  • Chemicals

  • Cable

  • Cement & Construction Materials

  • Professional Services

  • Construction - Real Estate

  • Electrodes & Welding Equipment

  • Film Production, Distribution & Entertainment

  • Finance - Investment

  • Engineering - Construction

  • Restaurants

  • Auto Ancillary

  • Refractories

  • Finance - Housing

  • Metal - Non Ferrous

  • Consumer Durables - Domestic Appliances

  • Forgings

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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 ₹31.41 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 ₹-0.18(-0.79%)yesterday to ₹22.8706.

Among its top 3 holdings the fund has exposure to TREPS, and

The Sundaram Long Term Micro Cap Tax Advantage Fund Series VI is managed by Sudhir Kedia and Rohit Seksaria.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156