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

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Fund Overview IDCW | 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
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) 5.92 -1.25 2.44 17.06 36.39 12.51
Nifty Smallcap 100 3.67 0.04 1.29 17.15 33.75 14.20

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 - Payout of Income Distribution cum Capital Withdrawal (IDCW) Sep 28, 2017 2.44 17.06 36.39 1.42 32.63
Axis ELSS Tax Saver Fund - Regular Plan - IDCW Dec 29, 2009 Unrated 8.74 11.16 18.54 1.53 34,176.50
SBI Long Term Equity Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Mar 31, 1993 9.04 23.92 29.82 1.60 27,730.33
Mirae Asset ELSS Tax Saver Fund Regular IDCW Dec 28, 2015 9.09 14.57 25.45 1.58 23,945.24
DSP ELSS Tax Saver Fund - Regular Plan - IDCW Jan 18, 2007 16.65 19.27 27.73 1.65 16,217.91
HDFC ELSS Tax saver - IDCW Plan Mar 31, 1996 14.81 22.51 28.86 1.66 15,555.71

Fund Holdings as on 31-March-2025

  • TREPS

  • Aster DM Healthcare Ltd

  • Affle (India) Ltd

  • Multi Commodity Exchange of India Ltd

  • KSB LTD

  • Safari Industries (India) Ltd

  • Sapphire Foods India Ltd

  • Navin Fluorine International Ltd

  • Angel One Ltd

  • CSB Bank Ltd

  • JK Cement Ltd

  • Green Panel Industries Ltd

  • Ujjivan Small Finance Bank Ltd

  • Equitas Small Finance Bank Limited

  • KEI Industries Ltd

  • Procter & Gamble Health Ltd

  • SIS Ltd

  • Birlasoft Ltd

  • Brigade Enterprises Ltd

  • Kalpataru Projects International Ltd

  • Rate Gain Travel Technologies Ltd

  • Cholamandalam Financial Holdings Ltd

  • RHI Magnesita India Ltd

  • ESAB India Ltd

  • PVR INOX Ltd

  • Westlife Foodworld Ltd

  • Laurus Labs Ltd

  • Can Fin Homes Ltd

  • TVS Holdings 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

  • Hospital & Healthcare Services

  • BPO/ITeS

  • Compressors / Pumps

  • Household & Personal Products

  • Consumer Food

  • Pharmaceuticals & Drugs

  • Chemicals

  • Wood & Wood Products

  • Cement & Construction Materials

  • Cable

  • Professional Services

  • Construction - Real Estate

  • Engineering - Construction

  • Finance - Investment

  • Refractories

  • Electrodes & Welding Equipment

  • Film Production, Distribution & Entertainment

  • Restaurants

  • Finance - Housing

  • Auto Ancillary

  • Metal - Non Ferrous

  • Consumer Durables - Domestic Appliances

  • Forgings

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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 ₹32.63 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 ₹0.04(0.17%)yesterday to ₹23.5958.

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