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 8.45 years of performance history. The scheme manages an AUM of ₹33.84 Cr and has a NAV of ₹24.8542. 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 10.99%.
Equity, ELSS, Principal at very high risk
1 Year Return 10.99% at 12 Mar 2026 08:38 PM
Fund Details
NAV 24.8542
Sub-Type ELSS
Rating Not Rated
Min. SIP Amount ₹0
Fund Age(Year) 8.45
Fund Size(in Crores) 33.84
Fund Performance
1 Month -8.98%
3 Month -7.3%
6 Month -9.47%
1 Year 10.99%
3 Year 16.53%
5 Year 20.87%
Know This Fund
As on 12 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 HCL Technologies 0.48 Larsen & Toubro 0.69 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 Hindustan Unilever 0.8 Shree Cement 0.63 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 Aditya Birla Sun Life Equity Savings Fund Regular-Growth Ret 1M -1.26% Ret 1Y 8.21% Ret 3Y 9.54% Ret 5Y 6.74%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Ret 1M -1.26% Ret 1Y 8.21% Ret 3Y 9.54% Ret 5Y 6.74%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Reinvestment Ret 1M -1.26% Ret 1Y 8.21% Ret 3Y 9.54% Ret 5Y 6.74%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-Growth Ret 1M -2.58% Ret 1Y 6.01% Ret 3Y 9.88% Ret 5Y 7.54%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Payout Ret 1M -2.58% Ret 1Y 6.01% Ret 3Y 9.88% Ret 5Y 7.54%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M -2.58% Ret 1Y 6.01% Ret 3Y 9.88% Ret 5Y 7.54%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Payout Ret 1M -2.58% Ret 1Y 6.01% Ret 3Y 9.88% Ret 5Y 7.54%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Payout Ret 1M -2.58% Ret 1Y 6.01% Ret 3Y 9.88% Ret 5Y 7.54%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Reinvestment Ret 1M -2.58% Ret 1Y 6.01% Ret 3Y 9.88% Ret 5Y 7.54%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Reinvestment Ret 1M -2.58% Ret 1Y 6.01% Ret 3Y 9.88% Ret 5Y 7.54%
Equity, Flexi Cap funds Bajaj Finserv Equity Savings Fund Regular-Growth Ret 1M -0.24% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
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) 12
Date of Incorporation 2017-09-28
Total AUM 75674.2
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.
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