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

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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹500

AUM (Fund size)

₹31 Cr

Lock In Period

3 Years

Expense Ratio

1.39

Benchmark

Nifty Smallcap 100 Total Return

Exit Load

Nil

Summary

Latest details for Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI Growth include a ₹27.3342 NAV as of Apr 22,2026 and returns since inception of 68.49%. Minimum investments start at SIP ₹0. The Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI Growth AUM is ₹31 Cr, with a lock-in of 3 Years years, expense ratio of 1.39%, and benchmark Nifty Smallcap 100 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 14.80% returns, against a category average of 6.20% and a category best of 14.83%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M14.806.2014.83
6M-0.572.5424.27
1Y12.8918.6178.49
3Y18.9954.53130.26

Portfolio Analysis

  • Equity: 94.29%
  • Debt: 5.71%
  • Others
As on: 2026-03-31
View allocation % by

1. CSB Bank Ltd4.14%
2. Ujjivan Small Finance Bank Ltd3.24%
3. Equitas Small Finance Bank Limited3.03%

1. Aster DM Healthcare Ltd7.71%

1. Affle (IndiLtd5.01%
2. PVR INOX Ltd2.23%

1. KSB LTD5.88%

1. Angel One Ltd3.81%
2. Cholamandalam Financial Holdings Ltd1.81%

1. Rate Gain Travel Technologies Ltd2.31%
2. Birlasoft Ltd1.81%
3. R Systems International Ltd0.97%

1. Can Fin Homes Ltd2.34%
2. PNB Housing Finance Ltd1.54%
3. Aavas Financiers Ltd0.94%

1. Procter & Gamble Health Ltd2.84%
2. Natco Pharma Ltd1.95%

1. Sapphire Foods India Ltd2.60%
2. Westlife Foodworld Ltd1.48%

1. MTAR Technologies Ltd3.81%

1. Safari Industries (IndiLtd3.75%

1. JK Cement Ltd3.43%

1. Green Panel Industries Ltd2.56%
2. Century Plyboards (IndiLtd0.76%

1. TVS Holdings Ltd3.19%

1. Kalpataru Projects International Ltd2.55%

1. ESAB India Ltd2.43%

1. Zomato Ltd2.35%

1. SIS Ltd2.18%

1. Amber Enterprises India Ltd1.20%
2. Butterfly Gandhimathi Appliances Ltd0.72%

1. Brigade Enterprises Ltd1.59%

1. RHI Magnesita India Ltd1.55%

1. Landmark Cars Ltd1.42%

1. Shivalik Bimetal Controls Ltd1.29%

1. Neogen Chemicals Ltd1.18%

About Fund

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 ₹31 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 1.39. 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 NameRatingsAUMExpense Ratio
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series VI Growth030.91 CR1.39
This FundICICI Prudential R.I.G.H.T. Fund Growth041.44 CR1.41
This FundSBI Tax Advantage Fund - Series II Growth042.27 CR1.46
Fund Name1Y3Y
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series VI Growth12.885568.4936
This FundICICI Prudential R.I.G.H.T. Fund Growth10.6102111.0608
This FundSBI Tax Advantage Fund - Series II Growth33.5864130.2485

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 1.39. 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 : 14.80%
  • 6 Months : -0.57%
  • 1 Year : 12.89%
  • 3 Years : 18.99%
Returns of Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI Growth are updated daily based on NAV of ₹ 27.3342 as on Apr 22,2026. Since inception, the return has been 68.49%.

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 ₹31 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.
Min Inv Amount: ₹500