e.g. Tata motors, Reliance MF, 500570

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

Equity Tax Planning Very High

NAV on (04 Sep 2026 )

₹28.02

(+0.82%)

Fund Size

₹36.89 Crores

1Y Returns

9.52 %

 
Earn 1% Higher Returns in Direct Funds on dhan Invest  Top Funds
Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

Investment Objective

To generate capital appreciation over a period of ten years by predominantly investing in equity and equity-related instruments of companies that can be termed as micro-cap. the investment will be eligible for Income tax benefit.

AMC

Sundaram Asset Management Company Ltd.

Fund Details

Launch Date

June 23, 2017

Fund Manager

Mr. Rohit Seksaria

Initial Price

10

AUM Fund

36.89 Cr

Min investment

Rs 500

Expense Ratio

1.21%

Exit Load

Nil

1 Month

-0.85%

6 Months

+18.89%

1 Year

+9.52%

2 Years (CAGR)

+3.01%

3 Years (CAGR)

+10.90%

5 Years (CAGR)

+15.26%

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
20.35% 20.68% ₹455.06
17.15% 55.58% ₹49.5
17.15% 55.58% ₹49.5
16.79% 54.07% ₹49.5
16.79% 54.07% ₹49.5

Holdings

Sector Allocation

Pharmaceuticals and health care 12.74%
Engineering 12.91%
Finance 21.92%
Information Technology 6.36%
Plastics 3.42%
Banks 3.36%
Cement 3.08%
Auto Ancillaries 4.59%
Miscellaneous 4.24%
Construction 2.75%
Food Processing 2.68%
Power 2.61%
Service 4.90%
Paints and Pigments 3.15%
Iron and Steel 3.47%
Automobiles 1.71%
Sugar 1.24%
Consumer Durables 1.15%
Textiles 1.08%
Address
Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah, Chennai (Madras) Tamil Nadu India 600014
Phone
+91 22 28569851
Fax
+91 22 28583156
Launch Date
June 23, 2017
Custodian
HDFC Bank, Standard Chartered Bank
Registrar & Transfer Agent
KFIN Technologies Pvt. Ltd.

Frequently Asked Questions

Q: What is the current NAV of Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI - IDCW?

A: The latest NAV of Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI - IDCW is ₹ 28.02 as on 04 Sep 2026.

Q: What type of mutual fund is Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI - IDCW?

A: Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI - IDCW is a 'Equity - Tax Planning' type mutual fund managed by 'Sundaram Asset Management Company Ltd.'.

Q: What is the expense ratio of Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI - IDCW?

A: The expense ratio of Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI - IDCW is 1.21%, which impacts overall returns.

Q: Who manages Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI - IDCW?

A: Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI - IDCW is managed by Mr. Rohit Seksaria, who oversees investment strategy and portfolio decisions.

Q: Is Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI - IDCW a good investment?

A: Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI - IDCW may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.

Q: What is the exit load of Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI - IDCW?

A: The exit load of Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI - IDCW is Nil, applicable if redeemed within the specified period.

Q: How is Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI - IDCW taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

Close

Add Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI to your Watchlist

Alert me if price...
Close

Add Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI to your Portfolio

:  
   
:    
 

Home

Market News

Latest News

International Markets

Economy

Industries

Mutual Fund News

IPO News

Search News

My Portfolio

My Watchlist

Gainers

Losers

Sectors

Indices

Forex

Mutual Funds

Feedback