Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW: Mutual Fund Overview
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW is an ELSS mutual fund with over 8.48 years of performance history. The scheme manages an AUM of ₹33.84 Cr and has a NAV of ₹23.2952. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 0.1%.
Equity, ELSS, Principal at very high risk
1 Year Return 0.1% at 24 Mar 2026 03:14 PM
Fund Details
NAV 23.2952
Sub-Type ELSS
Rating Not Rated
Min. SIP Amount ₹0
Fund Age(Year) 8.48
Fund Size(in Crores) 33.84
Fund Performance
1 Month -11.44%
3 Month -13.97%
6 Month -14.7%
1 Year 0.1%
3 Year 14.58%
5 Year 19.7%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (20.23%) Market Cap Mid Cap 6.94 Large Cap 59.54 Small Cap -46.24 Top Sectors Financial 3.75 Healthcare 3.54 Consumer Staples 3.01 Materials 2.01 Automobile 1.95 Technology 1.94 Consumer Discretionary 0.75 Insurance 0.73 Construction 0.69 Chemicals 0.65 Energy 0.63 Communication 0.62 Top Holding Dabur India 0 Larsen & Toubro 0.69 HCL Technologies 0.48 ICICI Prudential 0 State Bank of India 0.91 Dr. Reddy's Laboratories 0.69 Cipla 0.63 Ultratech Cement 0.75 Apollo Hospitals Enterprise 0.76 Maruti Suzuki India 0.62 Axis Bank -0.02 Titan Company 0.75 Bharti Airtel 0.62 Asian Paints 0.64 Aditya Birla Capital 0 Hindalco Industries 0 Kotak Mahindra Bank 0.59 Bajaj Finance 0 Shree Cement 0.63 Hindustan Unilever 0.8 SBI Life Insurance Company 0.73 Torrent Pharmaceuticals 0.73 Tata Steel -0.01 Jindal Steel 0 Wipro 0.43 Glenmark Pharmaceuticals 0 Bosch 0.65 Container Corporation Of India 0 Kwality Wall's (India) 0 ICICI Bank 0.9 Infosys 0.45 Reliance Industries 0.64 MCX -0.01 Tech Mahindra 0 Britannia Industries 0.75 Trent 0 Tata Power Company 0 ITC 0.71 CG Power -0.01 Aurobindo Pharma -0.01 HDFC Bank 0.8 Bajaj Finserv 0.58 JSW Steel 0 Bajaj Auto 0.69 Nestle India 0.75 Grasim Industries -0.01 Punjab National Bank -0.01 Sun Pharmaceutical Industries 0.72 Pidilite Industries 0.65 Tata Consultancy 0.58
Debt & Others (79.77000000000001%) Sector Allocation Net Payables -1.6 Bonds 4.87 State Development Loan 5.92 Debt Credit Ratings Cash 47.84 SOV 10.78 AAA 9.74 A1+ 5.91 Cash & Call Money 5.47 Debt Category Tamilnadu State 1.88 Maharashtra State 0.25 Bajaj Housing Finance 1.2 National Bank Agr. Rur. Devp 3.65
Comparison with same funds
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - Growth Ret 1M -12.39% Ret 1Y -2.96% Ret 3Y 10.26% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - IDCW Ret 1M -12.39% Ret 1Y -2.96% Ret 3Y 10.26% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-Growth Ret 1M -11.93% Ret 1Y 0.28% Ret 3Y 12.9% Ret 5Y 7.23%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Ret 1M -11.93% Ret 1Y 0.28% Ret 3Y 12.9% Ret 5Y 7.23%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Reinvestment Ret 1M -11.93% Ret 1Y 0.28% Ret 3Y 12.9% Ret 5Y 7.23%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-Growth Ret 1M -12.36% Ret 1Y -5.49% Ret 3Y 12.28% Ret 5Y 6.7%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Payout Ret 1M -12.36% Ret 1Y -5.49% Ret 3Y 12.28% Ret 5Y 6.7%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Reinvestment Ret 1M -12.36% Ret 1Y -5.49% Ret 3Y 12.28% Ret 5Y 6.7%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-Growth Ret 1M -11.67% Ret 1Y -4.26% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-IDCW Ret 1M -11.67% Ret 1Y -4.26% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan ELSS Tax Saver Fund Regular-Growth Ret 1M -11.28% Ret 1Y -1.71% Ret 3Y 12.43% Ret 5Y 13.09%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.1%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Dwijendra Srivastava
Education Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Rohit Seksaria
Education Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience 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.
Sudhir Kedia
Education Mr. Kedia is CA, CMA and MBA.
Experience Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 10
Date of Incorporation 2017-09-28
Total AUM 76017.49
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW FAQs
How to invest in Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW?
Investing in Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW?
The term expense ratio for Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW is 1.1% as of 24 Mar 2026.
What is the NAV of Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW?
The NAV of Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW is ₹23.2952 as of 24 Mar 2026.
What is the AUM of Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW?
The AUM (Assets Under Management) of Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW is ₹33.84 Cr as of 24 Mar 2026.
What is the PE and PB ratio of Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW?
The PE ratio of Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW?
Yes, you can invest in Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW in the last 5 years?
The return of Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW in the last 5 years is 19.7%.
What is the minimum SIP investment required in Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW?
The minimum SIP investment in Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW depends on the fund's scheme rules and usually starts at a small amount. For Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW, the minimum SIP amount is ₹0.
What is the current NAV of Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW?
The NAV of Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW, as of 24 Mar 2026, is ₹23.2952.
Who manages the Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW?
The fund managers responsible for Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW are:
- Dwijendra Srivastava
- Rohit Seksaria
- Sudhir Kedia