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Fund Overview of Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw
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₹36.2 CrAUM
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₹29.29NAV
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1.56%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 21.82% | NA | 2.82% |
| 6 Months | 10.23% | NA | 12.04% |
| 1 Year | 8.30% | 8.30% | -0.22% |
| 2 Years | 10.71% | 5.22% | 19.10% |
| 3 Years | 58.73% | 16.65% | 18.55% |
| 5 Years | 146.15% | 19.74% | 21.70% |
| 7 Years | 271.58% | 20.62% | NA |
Compare Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw with other mutual funds in the same category
Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw
Sundaram Long Term Tax Advantage Fund Series Iv Direct-growth
Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw
Asset Allocation
equities
97.55%other assets or cash equivalents
2.45%Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw is one Equity mutual fund offered by Sundaram Mutual Fund. Launched on 28 Sep 2017, the fund aims Capital appreciation over a period of 10 years. Investment in equity and equity related instruments of companies that can be termed as micro-caps along with income tax benefit. It manages assets worth ₹36.2 crore as on Sun May 31, 2026. The expense ratio stands at 1.56%. Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw
The portfolio allocation consists of 97.55% in equities, 2.45% in other assets or cash equivalents.Managed by Dwijendra Srivastava, it has delivered a return of 8.30% in the last year, a total return since inception of 13.54%.
Investors commonly consider the best sip plans in order to plan sustainable financial stability.
Key Metrics of Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw
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Standard Deviation19.38%
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Sharpe Ratio0.59%
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Alpha2.92%
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Beta1.07%
Fund Details
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Top Performing Mutual Funds
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Axis Elss Tax Saver Direct Plan-growth |
₹31,023 | ₹107.53 | 10.63% | 8.24% | 12.78% |
| Axis Elss Tax Saver Fund-growth |
₹31,023 | ₹94.59 | 9.81% | 7.41% | 11.80% |
| Axis Elss Tax Saver Fund-idcw |
₹31,023 | ₹23.16 | 9.81% | 7.41% | 11.80% |
| Axis Elss Tax Saver Direct Plan-idcw |
₹31,023 | ₹49.76 | 10.63% | 8.24% | 12.78% |
| SBI Elss Tax Saver Fund Direct-growth |
₹30,955 | ₹469.42 | 18.65% | 17.32% | 15.29% |
| SBI Elss Tax Saver Fund Regular-growth |
₹30,955 | ₹431.86 | 17.87% | 16.56% | 14.55% |
| SBI Elss Tax Saver Fund Direct Plan-idcw |
₹30,955 | ₹116.27 | 18.65% | 17.32% | 15.29% |
| SBI Elss Tax Saver Fund Regular-idcw |
₹30,955 | ₹87.55 | 17.87% | 16.56% | 14.55% |
| Mirae Asset Elss Tax Saver Fund Regular-growth |
₹25,374 | ₹49.56 | 14.25% | 12.23% | 16.63% |
| Mirae Asset Elss Tax Saver Fund Direct-growth |
₹25,374 | ₹56.57 | 15.36% | 13.43% | 18.09% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Mtar Technologies Ltd | Industrials | 7.38% | ₹2.67 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 7.15% | ₹2.59 Cr |
| Ksb Ltd | Industrials | 4.97% | ₹1.80 Cr |
| Affle (india) Ltd | Industrials | 4.31% | ₹1.56 Cr |
| Angel One Ltd | Financial | 4.21% | ₹1.52 Cr |
| Csb Bank Ltd | Financial | 3.66% | ₹1.32 Cr |
| Equitas Small Finance Bank Ltd | Financial | 3.50% | ₹1.27 Cr |
| Repo | Unspecified | 3.45% | ₹1.25 Cr |
| Rategain Travel Technologies Ltd | Technology | 3.36% | ₹1.22 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 3.36% | ₹1.22 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.06% | ₹1.11 Cr |
| Jk Cement Ltd | Materials | 2.98% | ₹1.08 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 2.97% | ₹1.08 Cr |
| Esab India Ltd | Industrials | 2.73% | ₹0.99 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.69% | ₹0.97 Cr |
| Sis Ltd | Industrials | 2.67% | ₹0.97 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 2.67% | ₹0.97 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.65% | ₹0.96 Cr |
| Greenpanel Industries Ltd | Materials | 2.37% | ₹0.86 Cr |
| Zomato Ltd | Technology | 2.19% | ₹0.79 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Sundaram Long Term Tax Advantage Fund Series Iv Direct-growth |
₹37.38 | 17.74% | 20.62% | - |
| Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw |
₹34.35 | 17.74% | 20.62% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Direct-growth |
₹32.37 | 17.42% | 20.50% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Direct-idcw |
₹30.82 | 17.42% | 20.50% | - |
| Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth |
₹36.59 | 17.50% | 20.36% | - |
| Sundaram Long Term Tax Advantage Fund Series Iv Regular-idcw |
₹33.58 | 17.50% | 20.36% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth |
₹31.30 | 17.15% | 20.22% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw |
₹29.75 | 17.15% | 20.22% | - |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Direct-growth |
₹32.14 | 16.60% | 19.86% | - |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Direct-idcw |
₹30.59 | 16.60% | 19.86% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw
What is the current AUM of Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw?
As of Sun May 31, 2026, Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw manages assets worth ₹36.2 crore
How has Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw performed recently?
- 3 Months: 21.82%
- 6 Months: 10.23%
What is the long-term performance of Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw?
- 3 Years CAGR: 16.65%
- 5 Years CAGR: 19.74%
- Since Inception: 13.54%
What is the portfolio composition of Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw?
Equity: 97.55%, Others: 2.45%.
Who manages Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw?
Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw is managed by Dwijendra Srivastava from Sundaram Mutual Fund.
What is the market-cap allocation of Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw?
Large Cap: 2.25%, Mid Cap: 4.90%, Small Cap: 92.86%.
Which are the top companies Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw has invested in?
- MTAR Technologies Ltd – 7.38% of the fund's portfolio
- Aster DM Healthcare Ltd – 7.15% of the fund's portfolio
- KSB Ltd – 4.97% of the fund's portfolio
- Affle (India) Ltd – 4.31% of the fund's portfolio
- Angel One Ltd – 4.21% of the fund's portfolio
Which are the major sectors Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw focuses on?
- Industrials – 24.75% of the fund's portfolio
- Financial – 14.34% of the fund's portfolio
- Healthcare – 10.21% of the fund's portfolio
- Consumer Discretionary – 8.67% of the fund's portfolio
- Technology – 5.56% of the fund's portfolio
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Past performance may not be indicative of future results.
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