Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Growth

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Growth

+17.30%
3Y annualised
-0.45% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 15 May '26
₹27.48
Min. for SIP
Not Supported
Fund size (AUM)
₹36.60 Cr
Expense ratio
1.17%
Rating
--

Holdings (40)

NameSectorInstrumentsAssets
Aster DM Healthcare Ltd.HealthcareEquity6.81%
KSB Ltd.Capital GoodsEquity6.10%
MTAR Technologies Ltd.Capital GoodsEquity5.99%
Affle 3I Ltd.TechnologyEquity4.15%
CSB Bank Ltd.FinancialEquity3.92%
Angel One Ltd.FinancialEquity3.81%
Equitas Small Finance Bank Ltd.FinancialEquity3.30%
Safari Industries (India) Ltd.Consumer DiscretionaryEquity3.13%
Ujjivan Small Finance Bank Ltd.FinancialEquity3.08%
JK Cement Ltd.ConstructionEquity3.02%
Sapphire Foods India Ltd.ServicesEquity3.00%
Greenpanel Industries Ltd.Consumer StaplesEquity2.89%
TVS Holdings Ltd.AutomobileEquity2.75%
RateGain Travel Technologies Ltd.TechnologyEquity2.69%
Procter & Gamble Health Ltd.HealthcareEquity2.61%
Esab India Ltd.Capital GoodsEquity2.60%
Kalpataru Projects International Ltd.Capital GoodsEquity2.55%
SIS Ltd.ServicesEquity2.33%
PVR Inox Ltd.ServicesEquity2.19%
Can Fin Homes Ltd.FinancialEquity2.16%
Eternal Ltd.ServicesEquity2.14%
Natco Pharma Ltd.HealthcareEquity1.85%
PNB Housing Finance Ltd.FinancialEquity1.81%
Cholamandalam Financial Holdings Ltd.FinancialEquity1.75%
Birlasoft Ltd.TechnologyEquity1.70%
Shivalik Bimetal Controls Ltd.Capital GoodsEquity1.67%
Brigade Enterprises Ltd.ConstructionEquity1.63%
RHI Magnesita India Ltd.ConstructionEquity1.56%
Neogen Chemicals Ltd.ChemicalsEquity1.47%
Landmark Cars Ltd.ServicesEquity1.33%
Elecon Engineering Company Ltd.Capital GoodsEquity1.27%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity1.25%
Westlife Foodworld Ltd.ServicesEquity1.24%
Venus Pipes & Tubes Ltd.Metals & MiningEquity1.16%
Aavas Financiers Ltd.FinancialEquity1.02%
Ganesha Ecosphere Ltd.TextilesEquity0.96%
R Systems International Ltd.TechnologyEquity0.92%
E.I.D. - Parry (India) Ltd.Consumer StaplesEquity0.81%
Century Plyboards (India) Ltd.Consumer StaplesEquity0.73%
Butterfly Gandhimathi Appliances Ltd.Consumer DiscretionaryEquity0.62%
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+9.6%+17.3%+21.5%+12.4%
Category average (Equity ELSS)+2.2%+18.5%+21.7%--
Rank (Equity ELSS)663--

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

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Fund management

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

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹75,524 Cr and the Latest NAV as of 15 May 2026 is ₹27.48. The Sundaram Long Term Micro Cap Tax Advantage Fund Series VI 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₹75,523.60 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
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,