Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI

Equity ELSS Regular
Regular
Direct

3 Year Absolute Returns

51.12% ↑

NAV (₹) on 02 Apr 2026

23.31

1 Day NAV Change

0.29%

Risk Level

Very High Risk

Rating

-

Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI is a Equity mutual fund categorized under ELSS, offered by Sundaram Asset Management Company Ltd.. Launched on 23 Jun 2017, investors can ... Read more

NAV History

Fund Details

Min. SIP Amount
N/A
Inception Date
23 Jun 2017
Min. Lumpsum Amount
₹ 500
Fund Age
8 Yrs
AUM
₹ 33.85 Cr.
Benchmark
Nifty Smallcap 100 Total Return
Expense Ratio
1.39%
Scheme Type
Closed Ended
Exit Load
Nil%

Returns Calculator

Investment amount per month
₹1,000
Over the past
Would have become
On total investment of
*Calculation based on past performance of this fund.

Asset Allocation

AUM

₹ 33.85 Cr

Equity
191.14%
Money Market & Cash
8.86%

Sector Holdings

Sectors Weightage
Finance - Banks - Private Sector 11.25%
Hospitals & Medical Services 6.88%
Entertainment & Media 6.61%
IT Consulting & Software 5.58%
Finance & Investments 5.55%
Pumps 5.19%
Finance - Housing 4.85%
Hotels, Resorts & Restaurants 4.61%
Pharmaceuticals 4.46%
Packaging & Containers 4.30%
Treps/Reverse Repo 4.07%
Aerospace & Defense 3.82%
Plywood/Laminates 3.54%
Cement 3.49%
Auto Parts & Accessories 3.16%
Power - Transmission/Equipment 2.73%
Welding Equipments 2.47%
E-Commerce/E-Retail 2.31%
Services - Others 2.16%
Domestic Appliances 2.01%
Refractories 1.82%
Realty 1.55%
Auto - Dealers/Servicing 1.47%
Chemicals - Speciality 1.42%
Steel - General 1.36%
Steel - Tubes/Pipes 1.01%
Diversified 0.90%
Textiles - Processing/Texturising 0.77%
Cash 0.67%

Stock Holdings

Name Weightage Value (in Cr.) Sector
Aster DM Healthcare Ltd 6.88% ₹ 2.33 Hospitals & Medical Services
KSB LTD 5.19% ₹ 1.76 Pumps
CSB Bank Ltd 4.41% ₹ 1.49 Finance - Banks - Private Sector
Affle (IndiLtd 4.35% ₹ 1.47 Entertainment & Media
Safari Industries (IndiLtd 4.30% ₹ 1.46 Packaging & Containers
TREPS 4.07% ₹ 1.38 Others
MTAR Technologies Ltd 3.82% ₹ 1.29 Aerospace & Defense
Angel One Ltd 3.57% ₹ 1.21 Finance & Investments
JK Cement Ltd 3.49% ₹ 1.18 Cement
Equitas Small Finance Bank Limited 3.44% ₹ 1.16 Finance - Banks - Private Sector
Ujjivan Small Finance Bank Ltd 3.40% ₹ 1.15 Finance - Banks - Private Sector
Sapphire Foods India Ltd 3.22% ₹ 1.09 Hotels, Resorts & Restaurants
TVS Holdings Ltd 3.16% ₹ 1.07 Auto Parts & Accessories
Green Panel Industries Ltd 2.81% ₹ 0.95 Plywood/Laminates
Kalpataru Projects International Ltd 2.73% ₹ 0.93 Power - Transmission/Equipment
Procter & Gamble Health Ltd 2.65% ₹ 0.90 Pharmaceuticals
Rate Gain Travel Technologies Ltd 2.55% ₹ 0.86 IT Consulting & Software
ESAB India Ltd 2.47% ₹ 0.84 Welding Equipments
Zomato Ltd 2.31% ₹ 0.78 E-Commerce/E-Retail
Can Fin Homes Ltd 2.28% ₹ 0.77 Finance - Housing
PVR INOX Ltd 2.26% ₹ 0.77 Entertainment & Media
SIS Ltd 2.16% ₹ 0.73 Services - Others
Cholamandalam Financial Holdings Ltd 1.98% ₹ 0.67 Finance & Investments
Birlasoft Ltd 1.94% ₹ 0.66 IT Consulting & Software
RHI Magnesita India Ltd 1.82% ₹ 0.62 Refractories
Natco Pharma Ltd 1.81% ₹ 0.61 Pharmaceuticals
Brigade Enterprises Ltd 1.55% ₹ 0.52 Realty
PNB Housing Finance Ltd 1.54% ₹ 0.52 Finance - Housing
Landmark Cars Ltd 1.47% ₹ 0.50 Auto - Dealers/Servicing
Neogen Chemicals Ltd 1.42% ₹ 0.48 Chemicals - Speciality
Westlife Foodworld Ltd 1.39% ₹ 0.47 Hotels, Resorts & Restaurants
Shivalik Bimetal Controls Ltd 1.36% ₹ 0.46 Steel - General
Amber Enterprises India Ltd 1.34% ₹ 0.45 Domestic Appliances
R Systems International Ltd 1.09% ₹ 0.37 IT Consulting & Software
Aavas Financiers Ltd 1.03% ₹ 0.35 Finance - Housing
Venus Pipes & Tubes Ltd 1.01% ₹ 0.34 Steel - Tubes/Pipes
EID Parry India Ltd 0.90% ₹ 0.30 Diversified
Ganesha Ecosphere Ltd 0.77% ₹ 0.26 Textiles - Processing/Texturising
Century Plyboards (IndiLtd 0.73% ₹ 0.25 Plywood/Laminates
Butterfly Gandhimathi Appliances Ltd 0.67% ₹ 0.23 Domestic Appliances
Cash & Other Net Current Assets 0.67% ₹ 0.23 Others

Returns

Annualised returns
9M 1Y 2Y 3Y
Fund returns -11.52% 5.10% 2.21% 14.76%
Category returns -10.90% -0.46% 4.24% 47.22%

Fund Objective

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 ... Read more

AMC Details

Name
Sundaram Asset Management Company Ltd.
Date of Incorporation
24 Aug 1996
CEO
Mr. Anand Radhakrishnan
CIO
Mr. Dwijendra Srivastava
Type
Pvt.Sector-Indian
Address
Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah, Chennai (Madras), Tamil Nadu, India - 600014
Website
http://www.sundarammutual.com

Top Funds from Equity - ELSS

Scheme Name
NAV
Returns
1Y 3Y 5Y
AUM (Cr)
Expense Ratio
Risk Meter
Shriram ELSS Tax Saver Fund - Direct Plan
ELSS Direct
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PGIM India ELSS Tax Saver Fund - Direct Plan
ELSS Direct
-5.24% 31.17% 72.49% ₹726 0.75%
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Navi ELSS Tax Saver Fund - Regular Plan
ELSS Regular
-3.23% 31.01% 50.03% ₹50 2.29%
Very High
Navi ELSS Tax Saver Fund - Regular Plan
ELSS Regular
-3.23% 30.98% 50.00% ₹50 2.29%
Very High
Navi ELSS Tax Saver Nifty 50 Index Fund
ELSS Regular
-2.57% 30.91% 0.00% ₹112 1.00%
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Navi ELSS Tax Saver Nifty 50 Index Fund
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-2.57% 30.91% 0.00% ₹112 1.00%
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HDFC ELSS Tax Saver Fund - Direct Plan
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-8.33% 30.48% 50.40% ₹16,618 1.08%
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Navi ELSS Tax Saver Nifty 50 Index Fund
ELSS Regular
-2.57% 30.40% 0.00% ₹112 1.00%
Very High

Top Funds from Sundaram Asset Management Company Ltd.

Scheme Name
NAV
Returns
1Y 3Y 5Y
AUM (Cr)
Expense Ratio
Risk Meter
Sundaram Equity Savings Fund (Growth Accum)
Hybrid Regular
1.12% 33.04% 54.60% ₹1,182 2.51%
Moderate
Sundaram Large Cap Fund
Diversified Regular
-3.19% 32.17% 55.54% ₹3,245 1.92%
Very High
Sundaram Flexicap Fund - Direct Plan
Diversified Direct
-5.79% 30.16% 0.00% ₹2,059 0.70%
Very High
Sundaram Flexicap Fund - Direct Plan
Diversified Direct
-5.79% 30.16% 0.00% ₹2,059 0.70%
Very High
Sundaram Small Cap Fund
MidsmallCap Regular
-2.79% 30.06% 41.09% ₹3,306 1.94%
Very High
Sundaram Small Cap Fund
MidsmallCap Regular
-2.79% 30.06% 41.09% ₹3,306 1.94%
Very High
Sundaram NIFTY 100 Equal Weight Fund - Direct Plan
Index Direct
-5.96% 27.80% 35.48% ₹135 0.52%
Very High
Sundaram NIFTY 100 Equal Weight Fund - Direct Plan
Index Direct
-5.96% 27.80% 35.48% ₹135 0.52%
Very High
Sundaram NIFTY 100 Equal Weight Fund - Direct Plan
Index Direct
-5.96% 27.80% 35.48% ₹135 0.52%
Very High
Sundaram Balanced Advantage Fund
Hybrid Regular
-1.30% 27.73% 42.32% ₹1,695 2.06%
Moderately High

FAQs

What is the current NAV of Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI Regular IDCW?

The current Net Asset Value (NAV) of Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI Regular IDCW is ₹23.31 as of 02 Apr 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.

What is the fund size (AUM) of Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI Regular IDCW?

The Assets Under Management (AUM) of Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI Regular IDCW is ₹33.85 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.

What are the historical returns of Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI Regular IDCW?

Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI Regular IDCW has delivered returns of 5.10% (1 Year), 14.76% (3 Year), 19.50% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.

What is the risk level of Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI Regular IDCW?

Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI Regular IDCW has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.

What is the minimum investment amount for Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI Regular IDCW?

The minimum lumpsum investment required for Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI Regular IDCW is ₹500. This allows investors to start their mutual fund journey with a manageable amount.

Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article

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