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

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

+16.82%
3Y annualised
+0.49% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Jun '26
?30.41
Min. for SIP
Not Supported
Fund size (AUM)
?36.23 Cr
Expense ratio
0.94%
Rating
--

Holdings (42)

NameSectorInstrumentsAssets
MTAR Technologies LtdIndustrialsEquity7.38%
Aster DM Healthcare LtdHealthcareEquity7.15%
KSB LtdIndustrialsEquity4.97%
Affle (India) LtdIndustrialsEquity4.31%
Angel One LtdFinancialEquity4.21%
CSB Bank LtdFinancialEquity3.66%
Equitas Small Finance Bank LtdFinancialEquity3.50%
RepoUnspecifiedRepo3.45%
RateGain Travel Technologies LtdTechnologyEquity3.36%
Safari Industries (India) LtdConsumer DiscretionaryEquity3.36%
Procter & Gamble Health LtdHealthcareEquity3.06%
JK Cement LtdMaterialsEquity2.98%
Ujjivan Small Finance Bank LtdFinancialEquity2.97%
Esab India LtdIndustrialsEquity2.73%
Kalpataru Power Transmission LtdIndustrialsEquity2.69%
SIS LtdIndustrialsEquity2.67%
Sapphire Foods India LtdConsumer DiscretionaryEquity2.67%
Sundaram-Clayton LtdConsumer DiscretionaryEquity2.65%
Greenpanel Industries LtdMaterialsEquity2.37%
Zomato LtdTechnologyEquity2.19%
Shivalik Bimetal Controls LtdIndustrialsEquity2.09%
Can Fin Homes LtdFinancialEquity2.09%
PVR LtdConsumer DiscretionaryEquity1.99%
PNB Housing Finance LtdFinancialEquity1.80%
Cholamandalam Financial Holdings LtdFinancialEquity1.79%
Natco Pharma LtdHealthcareEquity1.73%
Neogen Chemicals LtdMaterialsEquity1.68%
RHI Magnesita India LtdMaterialsEquity1.59%
Birlasoft LtdTechnologyEquity1.48%
Brigade Enterprises LtdReal EstateEquity1.36%
Elecon Engineering Company LtdIndustrialsEquity1.29%
Landmark Cars LtdConsumer DiscretionaryEquity1.26%
Amber Enterprises India LtdConsumer DiscretionaryEquity1.19%
Venus Pipes & Tubes LtdIndustrialsEquity1.19%
Westlife Development LtdConsumer DiscretionaryEquity1.18%
Aavas Financiers LtdFinancialEquity1.00%
R Systems International LtdTechnologyEquity0.94%
Ganesha Ecosphere LtdConsumer DiscretionaryEquity0.85%
EID-Parry (India) LtdMaterialsEquity0.73%
Century Plyboards (India) LtdMaterialsEquity0.72%
Butterfly Gandhimathi Appliances LtdConsumer DiscretionaryEquity0.69%
Net PayablesUnspecifiedNet Payables-1.00%
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+8.9%+16.8%+20.1%+13.6%
Category average (Equity ELSS)+2.2%+18.5%+21.7%--
Rank (Equity ELSS)654--

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.

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 ?77,804 Cr and the Latest NAV as of 18 Jun 2026 is ?30.41. 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?77,803.54 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,

銀行貸款 小額借貸 線上貸款 汽車貸款 手機貸 瘋正妹 橘子影城 古蹟交流社 東森新聞手機板 東森新聞 港書館 super娛樂城 金鈦城娛樂城 信用版娛樂城 贏家娛樂城 WG娛樂城

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