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

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  • 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)

37 Cr

Lock In Period

3 Years

Expense Ratio

1.2

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-4.18-1.297.41
6M19.412.9624.27
1Y3.733.9478.49
3Y11.2112.54130.26

Portfolio Analysis

  • Equity: 95.79%
  • Debt: 4.20%
  • Others
As on: 2026-08-31
View allocation % by

1. Equitas Small Finance Bank Limited3.62%
2. CSB Bank Ltd3.49%
3. Ujjivan Small Finance Bank Ltd3.28%

1. Aster DM Healthcare Ltd7.27%

1. MTAR Technologies Ltd6.47%

1. Rate Gain Travel Technologies Ltd4.14%
2. Birlasoft Ltd1.33%
3. R Systems International Ltd0.85%

1. Procter & Gamble Health Ltd2.86%
2. Natco Pharma Ltd1.41%
3. Granules India Ltd0.99%

1. Angel One Ltd3.51%
2. Cholamandalam Financial Holdings Ltd1.65%

1. Sapphire Foods India Ltd3.39%
2. Westlife Foodworld Ltd1.47%

1. Can Fin Homes Ltd1.97%
2. PNB Housing Finance Ltd1.96%
3. Aavas Financiers Ltd0.92%

1. Affle (IndiLtd4.62%

1. KSB LTD4.04%

1. Green Panel Industries Ltd2.95%
2. Century Plyboards (IndiLtd0.69%

1. Safari Industries (IndiLtd3.31%

1. Brigade Enterprises Ltd3.10%

1. JK Cement Ltd2.90%

1. Kalpataru Projects International Ltd2.83%

1. Eternal Ltd (Previously Zomato Ltd)2.82%

1. SIS Ltd2.78%

1. TVS Holdings Ltd2.53%

1. ESAB India Ltd2.51%

1. Landmark Cars Ltd1.69%

1. RHI Magnesita India Ltd1.42%

1. Venus Pipes & Tubes Ltd1.37%

1. EID Parry India Ltd1.30%

1. Shivalik Bimetal Controls Ltd1.23%

1. Amber Enterprises India Ltd1.17%

1. Elecon Engineering Company Ltd1.02%
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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 ₹37 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 1.2. 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.

Peer Comparison

Fund Name1Y3Y
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series III Growth4.060736.8818
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series VI Growth3.725437.5299
This FundICICI Prudential R.I.G.H.T. Fund Growth10.6102111.0608
This FundSBI Tax Advantage Fund - Series II Growth33.5864130.2485

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 1.2. 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 : -4.18%
  • 6 Months : 19.41%
  • 1 Year : 3.73%
  • 3 Years : 11.21%
Returns of Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI Growth are updated daily based on NAV of ₹ 28.5022 as on Sep 17,2026. Since inception, the return has been 37.53%.

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 ₹37 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.