Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI Growth Return

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  • 6M
  • 1Y
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  • 5Y
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Showing Funds Performance since Sep 07, 2020

Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹500

AUM (Fund size)

₹36 Cr

Lock In Period

3 Years

Expense Ratio

1.23

Exit Load

Nil

Benchmark

Nifty Smallcap 100 Total Return

Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-5.58-0.277.41
6M-3.441.5624.27
1Y-3.202.9078.49
3Y9.1714.23130.26

Portfolio Analysis

  • Equity: 97.24%
  • Debt: 2.77%
  • Others
As on: 2026-09-30
View allocation % by

1. Equitas Small Finance Bank Limited3.48%
2. Ujjivan Small Finance Bank Ltd3.31%
3. CSB Bank Ltd3.26%
4. Bandhan Bank Ltd1.12%

1. MTAR Technologies Ltd7.39%

1. Aster DM Healthcare Ltd6.93%

1. Rate Gain Travel Technologies Ltd3.89%
2. Birlasoft Ltd1.28%
3. R Systems International Ltd1.00%

1. Procter & Gamble Health Ltd2.85%
2. Natco Pharma Ltd1.43%
3. Granules India Ltd1.05%

1. Angel One Ltd3.46%
2. Cholamandalam Financial Holdings Ltd1.59%

1. Sapphire Foods India Ltd3.16%
2. Westlife Foodworld Ltd1.57%

1. PNB Housing Finance Ltd1.98%
2. Can Fin Homes Ltd1.84%
3. Aavas Financiers Ltd0.91%

1. Affle (IndiLtd4.51%

1. KSB LTD4.43%

1. Green Panel Industries Ltd3.12%
2. Century Plyboards (IndiLtd0.64%

1. Safari Industries (IndiLtd3.24%

1. JK Cement Ltd2.97%

1. Kalpataru Projects International Ltd2.88%

1. Eternal Ltd (Previously Zomato Ltd)2.84%

1. Brigade Enterprises Ltd2.81%

1. SIS Ltd2.81%

1. TVS Holdings Ltd2.39%

1. ESAB India Ltd2.34%

1. Venus Pipes & Tubes Ltd1.85%

1. Landmark Cars Ltd1.61%

1. RHI Magnesita India Ltd1.52%

1. Clean Science & Technology Ltd1.44%

1. Elecon Engineering Company Ltd1.19%

1. EID Parry India Ltd1.15%

1. Amber Enterprises India Ltd1.06%
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About Fund Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI Growth

Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI Growth managed by Sundaram Mutual Fund,is a Equity - ELSSscheme with Assets Under Management of ₹36 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 1.23. Under the expert guidance of Rohit Seksaria ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Rohit Seksaria

Mr. Rohit Seksaria is CS, CA & has done MBA from IIM Ahmedabad. Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI Growth FAQs

Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI Growth is 1.23. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI Growth’s fund performance is as follows:
  • 1 Month : -5.58%
  • 6 Months : -3.44%
  • 1 Year : -3.20%
  • 3 Years : 9.17%
Returns of Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI Growth are updated daily based on NAV of ₹ 25.9825 as on Oct 30,2026. Since inception, the return has been 30.12%.

You can invest in Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI Growth is ₹36 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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