Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW

Fund Details

NAV 27.0056

Sub-Type ELSS

Rating Not Rated

Min. SIP Amount ₹0

Fund Age(Year) 8.24

Fund Size(in Crores) 36.21

Fund Performance

1 Month -0.82%

3 Month -1.62%

6 Month 0.85%

1 Year 0.74%

3 Year 20.32%

5 Year 27.83%

Know This Fund

As on 23 Dec 2025

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (89.44%) Market Cap Small Cap 34.93 Mid Cap 20.72 Large Cap 33.8 Top Sectors Financial 26.26 Capital Goods 12.14 Automobile 11.27 Services 9.16 Chemicals 7.86 Construction 4.94 Healthcare 4.79 Communication 3.52 Technology 3.12 Insurance 1.73 Consumer Staples 1.36 Metals & Mining 1.31 Materials 1.2 Consumer Discretionary 0.77 Top Holding Anthem Biosciences 1.02 Tata Steel 0.71 Bajaj Finance 2.34 Sagility 1.95 Ashok Leyland 1.82 Ambuja Cements 0.48 APL Apollo Tubes 0.61 Sobha 0.77 Yatharth Hospital & Trauma Care Services 1.46 Mahindra & Mahindra 1.34 Fine Organic Industries 2.26 Indiqube Spaces 1.33 Swiggy 1.05 Max Financial Services 1.58 Data Patterns (India) 0.93 GE Vernova T&D 1.31 TD Power Systems 3.09 Apar Industries 1.36 HDFC AMC 1.07 Star Health and Allied Insurance Company 1.73 Schaeffler India 1.66 Polycab India 1.48 BlackBuck 0.83 Nippon Life India Asset Management 1.27 Sandhar Technologies 1.28 Five-Star Business Finance 1.58 Manappuram Finance 1.38 State Bank of India 1.74 L&T Fin 1.84 Max Healthcare Institute 0.74 Unimech Aerospace And Manufacturing 0.56 Senco Gold 0.77 Ather Energy 1.71 Cholamandalam Investment and Finance Company 0.77 Bharti Airtel 3.52 Navin Fluorine International 2.22 Cummins India 2.6 Maruti Suzuki India 0.66 HDFC Bank 5.08 Aptus Value Housing Finance India 0.64 Eicher Motors 1.23 Awfis Space Solutions 1.56 Prudent Corporate Advisory Services 1.24 Coforge 3.12 Jubilant FoodWorks 0.44 Shriram Pistons & Rings 1.33 Aether Industries 1.98 Coromandel International 1.41 Shakti Pumps (India) 0.51 Steel Strips Wheels 0.7 Cholamandalam Financial 0.88 Apollo Hospitals Enterprise 0.69 Krishna Institute 0.88 Tube Investments Of India 1.22 Kotak Mahindra Bank 0.39 Ultratech Cement 0.72 Larsen & Toubro 4.17 MCX 2 ICICI Bank 4.47

Debt & Others (10.549999999999999%) Sector Allocation CBLO 9.2 Net Receivables 1.35 Debt Credit Ratings Debt Category Others 10.56

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-Growth Ret 1M -0.05% Ret 1Y 10.64% Ret 3Y 9.27% Ret 5Y 11.79%

Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Ret 1M -0.05% Ret 1Y 10.64% Ret 3Y 9.27% Ret 5Y 11.79%

Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly Ret 1M -0.05% Ret 1Y 10.64% Ret 3Y 9.27% Ret 5Y 11.79%

Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly Reinvestment Ret 1M -0.05% Ret 1Y 10.64% Ret 3Y 9.27% Ret 5Y 11.79%

Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Quarterly Ret 1M -0.05% Ret 1Y 10.64% Ret 3Y 9.27% Ret 5Y 11.79%

Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Quarterly Reinvestment Ret 1M -0.05% Ret 1Y 10.64% Ret 3Y 9.27% Ret 5Y 11.79%

Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Reinvestment Ret 1M -0.05% Ret 1Y 10.64% Ret 3Y 9.27% Ret 5Y 11.79%

Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-Bonus Ret 1M 0.15% Ret 1Y 8.11% Ret 3Y 7.97% Ret 5Y 6.61%

Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-Growth Ret 1M 0.15% Ret 1Y 8.11% Ret 3Y 7.97% Ret 5Y 6.61%

Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-IDCW Half Yearly Payout Ret 1M 0.15% Ret 1Y 8.11% Ret 3Y 7.97% Ret 5Y 6.61%

Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-IDCW Half Yearly Reinvestment Ret 1M 0.15% Ret 1Y 8.11% Ret 3Y 7.97% Ret 5Y 6.61%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.16%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

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.

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.

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) 13

Date of Incorporation 2017-09-28

Total AUM 2025-11-30

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.