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

  • Regular
  • Direct
Category : ELSS
Fund House : Sundaram Mutual Fund
Close Ended Fund. New investments not allowed in this fund.

Scheme Objective

"The investment objective of the scheme is to generate capital appreciation over a period of ten years by predominantly investing in equity and equityrelated 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."

Scheme Details

  • Fund manager(s) – Rohit Seksaria
  • Launch date – 03-Oct-2017
  • Expense ratio – 1.18% as declared on 31-Aug-2025 (category average is 0.94%)
  • Benchmark - Nifty Smallcap 100 TRI
  • Min SIP amount - ₹
  • Min investment amount (one time- first time) - ₹
  • Min investment amount (addtional purchase) - ₹
  • Close Ended Fund. New investments not allowed in this fund.

Exit Load

Data not available.

Net Buy Price
₹
Buy Date
Sell Date
Submit
  • Gross Profit
    ₹
  • Exit Charges
    ₹
  • Net Profit
    ₹

Tax Rate

You can not sell your investments in this fund for 3 years from the purchase date. Long term capital gain tax will be applicable when you sell your investments after 3 years. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakhs in a financial year. Any cess/surcharge is not included. However, you can claim a deduction on your taxable income under section 80c for your investments in this fund. (Current tax deductions are capped at 1.5 lakh per year).

Contact Details

Sundaram Asset Management Company Ltd
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Tel no.: 044-28569900
Fax no.: 044-2858 3156
Website.: https://www.sundarammutual.com

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