Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth

ELSS • 3Y Lock-in
Equity
ELSS
Very High Risk
+20.24%
3Y annualised
+0.22% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Jan '26
₹27.96
Min. SIP amount
Not Supported
Fund size
₹35.85 Cr
Expense ratio
1.10%

Holdings (40)

NameSectorInstrumentsAssets
Aster DM Healthcare Ltd.HealthcareEquity6.12%
Affle 3I Ltd.TechnologyEquity5.36%
Safari Industries (India) Ltd.Consumer DiscretionaryEquity4.91%
CSB Bank Ltd.FinancialEquity4.81%
KSB Ltd.Capital GoodsEquity4.80%
Ujjivan Small Finance Bank Ltd.FinancialEquity4.41%
Sapphire Foods India Ltd.ServicesEquity3.83%
Angel One Ltd.FinancialEquity3.39%
JK Cement Ltd.ConstructionEquity3.22%
Equitas Small Finance Bank Ltd.FinancialEquity3.18%
RateGain Travel Technologies Ltd.TechnologyEquity3.15%
Kei Industries Ltd.Capital GoodsEquity3.00%
Greenpanel Industries Ltd.Consumer StaplesEquity2.95%
Procter & Gamble Health Ltd.HealthcareEquity2.91%
TVS Holdings Ltd.AutomobileEquity2.72%
Esab India Ltd.Capital GoodsEquity2.58%
Kalpataru Projects International Ltd.Capital GoodsEquity2.50%
Can Fin Homes Ltd.FinancialEquity2.37%
MTAR Technologies Ltd.Capital GoodsEquity2.29%
SIS Ltd.ServicesEquity2.23%
PVR Inox Ltd.ServicesEquity2.12%
Cholamandalam Financial Holdings Ltd.FinancialEquity2.08%
Birlasoft Ltd.TechnologyEquity2.04%
Brigade Enterprises Ltd.ConstructionEquity1.87%
RHI Magnesita India Ltd.ConstructionEquity1.81%
PNB Housing Finance Ltd.FinancialEquity1.68%
Natco Pharma Ltd.HealthcareEquity1.56%
Westlife Foodworld Ltd.ServicesEquity1.49%
R Systems International Ltd.TechnologyEquity1.44%
Shivalik Bimetal Controls Ltd.Capital GoodsEquity1.23%
Neogen Chemicals Ltd.ChemicalsEquity1.08%
E.I.D. - Parry (India) Ltd.Consumer StaplesEquity1.02%
Navin Fluorine International Ltd.ChemicalsEquity1.01%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity1.01%
Venus Pipes & Tubes Ltd.Metals & MiningEquity1.00%
Landmark Cars Ltd.ServicesEquity0.99%
Eternal Ltd.ServicesEquity0.96%
Ganesha Ecosphere Ltd.TextilesEquity0.79%
Century Plyboards (India) Ltd.Consumer StaplesEquity0.78%
Butterfly Gandhimathi Appliances Ltd.Consumer DiscretionaryEquity0.68%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name1Y3Y5YAll
Fund returns+5.7%+20.2%+25.4%+13.2%
Category average (Equity ELSS)+2.2%+18.5%+21.7%--
Rank (Equity ELSS)1042--

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

DS
Dwijendra Srivastava
Jun 2017 - Present
View details

Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes

About Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Dwijendra Srivastava is the Current Fund Manager of Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,137 Cr and the Latest NAV as of 16 Jan 2026 is ₹27.96. The Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth is rated Very High risk. ;

Investment Objective

The scheme seeks 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 and from income tax benefit available.
Fund benchmarkNIFTY Smallcap 100 Total Return Index

Fund house

Rank (total assets)#17 in India
Total AUM₹76,136.70 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mailNA
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianStandard Chartered Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,