Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Growth

EquitySmall-Cap
26.30
0.20(0.75%)
NAV as on 09 Dec, 2025
CAGR
17.88%

Top Performer

This scheme has consistently delivered the best returns in its Small-Cap category across .

Returns
  • AUM (Crs.)37.19
  • Expense Ratio1.42 %
  • Sharpe Ratio / Category Average0.76
  • Standard Deviation / Category Average15.86
  • Beta / Category Average0.75
  • Portfolio Turnover / Category Average30.65 / 49.76
  • Top 5 Stocks Wt.25.70
  • Top 10 Stocks Wt.45.52
  • Top 3 Sectors Wt.56.58
  • Investment StyleMid Growth
  • Morningstar Rating

Performance

Absolute and Annualised Returns

Yearly Returns

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Portfolio

Asset Allocation

  • Equity%
  • Debt%
  • Cash%
  • Derivatives%

Weightage by Market Cap

    Concentration

    • No. of Stocks--
    • Avg. Market Cap--
    • Top 10 Stocks--
    • Top 5 Stocks--
    • Top 3 Sectors--
    View Holdings

    Fundamentals

    MeasuresFundCategory Average

    Risk Metrics

    Peers

    1Y3Y5Y10Y
    Mutual FundAUM (cr.)3YReturns

    Holdings

    Stocks
    Sector

    About

    • Fund Manager(s)Check History
      Rohit Seksaria
    • Launch Date28 Sep, 2017
    • BenchmarkS&P BSE 500

    Objective

    The investment objective of the scheme is 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 and from income tax benefit available. For the purpose investment by the scheme ‘micro cap’ stock is defined as one whose market cap is equal to or lower than the 301stStock by market cap (after sorting the securities in the descending order of market capitalization) on the National Stock exchange of India limited, mumbai, at the time of investment. however, there is no guarantee or assurance that the investment objective of the scheme will be achieved"

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