Fund Overview of Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw
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₹37.3 CrAUM
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₹27.57NAV
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1.18%Expense Ratio
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EquityFund Category
Returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -1.81% | NA | 2.82% |
| 6 Months | 21.19% | NA | 12.04% |
| 1 Year | -3.01% | -3.01% | -0.22% |
| 2 Years | 29.64% | 13.86% | 19.10% |
| 3 Years | 68.23% | 18.93% | 18.55% |
| 5 Years | 302.99% | 32.15% | 21.70% |
| 7 Years | 249.82% | 19.59% | NA |
Asset Allocation
equities
95.47%other assets or cash equivalents
4.53%Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw is one Equity mutual fund offered by Sundaram Mutual Fund. Launched on 28 Sep 2017, the fund aims Capital appreciation over a period of 10 years. Investment in equity and equity related instruments of companies that can be termed as micro-caps along with income tax benefit. It manages assets worth ₹37.3 crore as on Thu Jul 31, 2025. The expense ratio stands at 1.18%. Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw
The portfolio allocation consists of 95.47% in equities, 4.53% in other assets or cash equivalents. Managed by Dwijendra Srivastava, it has delivered a return of -3.01% in the last year, a total return since inception of 13.77%.
Key Metrics of Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw
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Standard Deviation15.73%
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Sharpe Ratio0.75%
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Alpha4.28%
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Beta0.93%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
| Quant Elss Tax Saver Fund Direct-growth |
₹11,649 | 1.35% | 5.28% | 6.96% | 16.49% | 27.67% |
| Quant Elss Tax Saver Fund-growth |
₹11,649 | 1.26% | 5.00% | 5.77% | 15.18% | 25.82% |
| ICICI Prudential Elss Tax Saver Direct Plan - Growth |
₹14,403 | 0.67% | 3.10% | 11.79% | 17.26% | 20.11% |
| Canara Robeco Elss Tax Saver Direct- Growth |
₹8,870 | 1.17% | 3.29% | 8.72% | 16.39% | 19.66% |
| ICICI Prudential Elss Tax Saver Fund - Growth |
₹14,403 | 0.62% | 2.94% | 11.10% | 16.53% | 19.33% |
| Canara Robeco Elss Tax Saver Regular - Growth |
₹8,870 | 1.05% | 2.99% | 7.48% | 15.03% | 18.21% |
| Taurus Elss Tax Saver Direct-growth |
₹78 | 0.41% | 1.60% | 6.18% | 17.35% | 18.02% |
| Taurus Elss Tax Saver Regular-growth |
₹78 | 0.35% | 1.44% | 5.52% | 16.60% | 17.26% |
| Aditya Birla Sun Life Elss Tax Saver Direct-growth |
₹15,457 | 0.46% | 2.56% | 11.63% | 15.61% | 13.87% |
| Aditya Birla Sun Life Elss Tax Saver Regular-growth |
₹15,457 | 0.39% | 2.37% | 10.83% | 14.74% | 13.00% |
More funds from Sundaram Mutual Fund
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Elss Tax Saver Direct-growth |
₹15,457 | ₹70.07 | 15.61% | 13.87% | 12.59% |
| Aditya Birla Sun Life Elss Tax Saver Regular-growth |
₹15,457 | ₹62.64 | 14.74% | 13.00% | 11.59% |
| ICICI Prudential Elss Tax Saver Direct Plan - Growth |
₹14,403 | ₹1,077.49 | 17.26% | 20.11% | 14.55% |
| ICICI Prudential Elss Tax Saver Fund - Growth |
₹14,403 | ₹968.65 | 16.53% | 19.33% | 13.59% |
| Quant Elss Tax Saver Fund Direct-growth |
₹11,649 | ₹427.61 | 16.49% | 27.67% | 21.94% |
| Quant Elss Tax Saver Fund-growth |
₹11,649 | ₹380.85 | 15.18% | 25.82% | 20.63% |
| Canara Robeco Elss Tax Saver Regular - Growth |
₹8,870 | ₹181.09 | 15.03% | 18.21% | 14.95% |
| Canara Robeco Elss Tax Saver Direct- Growth |
₹8,870 | ₹203.16 | 16.39% | 19.66% | 16.13% |
| Taurus Elss Tax Saver Direct-growth |
₹78 | ₹206.64 | 17.35% | 18.02% | 14.64% |
| Taurus Elss Tax Saver Regular-growth |
₹78 | ₹189.18 | 16.60% | 17.26% | 13.81% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Aster Dm Healthcare Ltd | Healthcare | 6.48% | ₹2.41 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.48% | ₹2.41 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.17% | ₹2.23 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.17% | ₹2.23 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 5.76% | ₹2.15 Cr |
| Affle (india) Ltd | Industrials | 5.60% | ₹2.09 Cr |
| Affle (india) Ltd | Industrials | 5.76% | ₹2.08 Cr |
| Affle (india) Ltd | Industrials | 5.76% | ₹2.08 Cr |
| Affle (india) Ltd | Industrials | 5.54% | ₹2.06 Cr |
| Affle (india) Ltd | Industrials | 5.54% | ₹2.06 Cr |
| Repo | Unspecified | 5.19% | ₹1.94 Cr |
| Ksb Ltd | Industrials | 5.12% | ₹1.91 Cr |
| Ksb Ltd | Industrials | 5.19% | ₹1.87 Cr |
| Ksb Ltd | Industrials | 5.19% | ₹1.87 Cr |
| Ksb Ltd | Industrials | 4.85% | ₹1.80 Cr |
| Ksb Ltd | Industrials | 4.85% | ₹1.80 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 4.90% | ₹1.77 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 4.90% | ₹1.77 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 4.65% | ₹1.73 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 4.65% | ₹1.73 Cr |
| Repo | Unspecified | 4.77% | ₹1.72 Cr |
| Repo | Unspecified | 4.77% | ₹1.72 Cr |
| Repo | Unspecified | 4.60% | ₹1.71 Cr |
| Repo | Unspecified | 4.60% | ₹1.71 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 4.55% | ₹1.70 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 4.53% | ₹1.69 Cr |
| Csb Bank Ltd | Financial | 4.23% | ₹1.58 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 4.34% | ₹1.57 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 4.34% | ₹1.57 Cr |
| Csb Bank Ltd | Financial | 4.17% | ₹1.55 Cr |
| Csb Bank Ltd | Financial | 4.17% | ₹1.55 Cr |
| Angel One Ltd | Financial | 4.15% | ₹1.55 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.16% | ₹1.55 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.16% | ₹1.55 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 4.11% | ₹1.53 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 4.11% | ₹1.53 Cr |
| Jk Cement Ltd | Materials | 4.04% | ₹1.51 Cr |
| Navin Fluorine International Ltd | Materials | 4.02% | ₹1.50 Cr |
| Navin Fluorine International Ltd | Materials | 4.02% | ₹1.50 Cr |
| Angel One Ltd | Financial | 3.99% | ₹1.48 Cr |
| Angel One Ltd | Financial | 3.99% | ₹1.48 Cr |
| Csb Bank Ltd | Financial | 3.86% | ₹1.39 Cr |
| Csb Bank Ltd | Financial | 3.86% | ₹1.39 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 3.83% | ₹1.38 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 3.83% | ₹1.38 Cr |
| Greenpanel Industries Ltd | Materials | 3.64% | ₹1.36 Cr |
| Navin Fluorine International Ltd | Materials | 3.56% | ₹1.33 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 3.54% | ₹1.32 Cr |
| Jk Cement Ltd | Materials | 3.64% | ₹1.32 Cr |
| Jk Cement Ltd | Materials | 3.64% | ₹1.32 Cr |
| Greenpanel Industries Ltd | Materials | 3.54% | ₹1.32 Cr |
| Greenpanel Industries Ltd | Materials | 3.54% | ₹1.32 Cr |
| Jk Cement Ltd | Materials | 3.49% | ₹1.30 Cr |
| Jk Cement Ltd | Materials | 3.49% | ₹1.30 Cr |
| Kei Industries Ltd | Industrials | 3.54% | ₹1.28 Cr |
| Kei Industries Ltd | Industrials | 3.54% | ₹1.28 Cr |
| Angel One Ltd | Financial | 3.52% | ₹1.27 Cr |
| Angel One Ltd | Financial | 3.52% | ₹1.27 Cr |
| Greenpanel Industries Ltd | Materials | 3.46% | ₹1.25 Cr |
| Greenpanel Industries Ltd | Materials | 3.46% | ₹1.25 Cr |
| Navin Fluorine International Ltd | Materials | 3.37% | ₹1.22 Cr |
| Navin Fluorine International Ltd | Materials | 3.37% | ₹1.22 Cr |
| Kei Industries Ltd | Industrials | 3.24% | ₹1.21 Cr |
| Kei Industries Ltd | Industrials | 3.13% | ₹1.16 Cr |
| Kei Industries Ltd | Industrials | 3.13% | ₹1.16 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.20% | ₹1.15 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.20% | ₹1.15 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.04% | ₹1.13 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.04% | ₹1.13 Cr |
| Procter & Gamble Health Ltd | Healthcare | 2.89% | ₹1.08 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 2.98% | ₹1.08 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 2.98% | ₹1.08 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.89% | ₹1.07 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.89% | ₹1.07 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.87% | ₹1.07 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 2.85% | ₹1.06 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.91% | ₹1.05 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.91% | ₹1.05 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.80% | ₹1.04 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.80% | ₹1.04 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.86% | ₹1.03 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.86% | ₹1.03 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.77% | ₹1.03 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.77% | ₹1.03 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.52% | ₹0.94 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.52% | ₹0.94 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.59% | ₹0.94 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.59% | ₹0.94 Cr |
| Sis Ltd | Industrials | 2.48% | ₹0.93 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 2.46% | ₹0.92 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 2.46% | ₹0.92 Cr |
| Pvr Ltd | Consumer Discretionary | 2.43% | ₹0.90 Cr |
| Pvr Ltd | Consumer Discretionary | 2.43% | ₹0.90 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.50% | ₹0.90 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.50% | ₹0.90 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 2.29% | ₹0.86 Cr |
| Sis Ltd | Industrials | 2.32% | ₹0.84 Cr |
| Sis Ltd | Industrials | 2.32% | ₹0.84 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.18% | ₹0.81 Cr |
| Esab India Ltd | Industrials | 2.16% | ₹0.81 Cr |
| Pvr Ltd | Consumer Discretionary | 2.23% | ₹0.81 Cr |
| Pvr Ltd | Consumer Discretionary | 2.23% | ₹0.81 Cr |
| Sis Ltd | Industrials | 2.15% | ₹0.80 Cr |
| Sis Ltd | Industrials | 2.15% | ₹0.80 Cr |
| Can Fin Homes Ltd | Financial | 2.13% | ₹0.79 Cr |
| Can Fin Homes Ltd | Financial | 2.13% | ₹0.79 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.11% | ₹0.79 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.11% | ₹0.79 Cr |
| Brigade Enterprises Ltd | Real Estate | 2.11% | ₹0.78 Cr |
| Brigade Enterprises Ltd | Real Estate | 2.11% | ₹0.78 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.08% | ₹0.77 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.14% | ₹0.77 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.14% | ₹0.77 Cr |
| Brigade Enterprises Ltd | Real Estate | 2.04% | ₹0.76 Cr |
| Pvr Ltd | Consumer Discretionary | 2.01% | ₹0.75 Cr |
| Birlasoft Ltd | Technology | 2.01% | ₹0.75 Cr |
| Esab India Ltd | Industrials | 2.07% | ₹0.75 Cr |
| Esab India Ltd | Industrials | 2.07% | ₹0.75 Cr |
| Esab India Ltd | Industrials | 2.00% | ₹0.74 Cr |
| Esab India Ltd | Industrials | 2.00% | ₹0.74 Cr |
| Rategain Travel Technologies Ltd | Technology | 1.92% | ₹0.72 Cr |
| Birlasoft Ltd | Technology | 1.91% | ₹0.71 Cr |
| Birlasoft Ltd | Technology | 1.91% | ₹0.71 Cr |
| Rhi Magnesita India Ltd | Materials | 1.90% | ₹0.71 Cr |
| Can Fin Homes Ltd | Financial | 1.93% | ₹0.70 Cr |
| Can Fin Homes Ltd | Financial | 1.93% | ₹0.70 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.85% | ₹0.69 Cr |
| Can Fin Homes Ltd | Financial | 1.84% | ₹0.69 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.88% | ₹0.68 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.88% | ₹0.68 Cr |
| Birlasoft Ltd | Technology | 1.87% | ₹0.68 Cr |
| Birlasoft Ltd | Technology | 1.87% | ₹0.68 Cr |
| Rhi Magnesita India Ltd | Materials | 1.82% | ₹0.68 Cr |
| Rhi Magnesita India Ltd | Materials | 1.82% | ₹0.68 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.81% | ₹0.65 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.81% | ₹0.65 Cr |
| Rhi Magnesita India Ltd | Materials | 1.73% | ₹0.62 Cr |
| Rhi Magnesita India Ltd | Materials | 1.73% | ₹0.62 Cr |
| Pnb Housing Finance Ltd | Financial | 1.67% | ₹0.62 Cr |
| Natco Pharma Ltd | Healthcare | 1.58% | ₹0.59 Cr |
| Pnb Housing Finance Ltd | Financial | 1.58% | ₹0.59 Cr |
| Pnb Housing Finance Ltd | Financial | 1.58% | ₹0.59 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.56% | ₹0.58 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.52% | ₹0.56 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.52% | ₹0.56 Cr |
| R Systems International Ltd | Technology | 1.47% | ₹0.55 Cr |
| R Systems International Ltd | Technology | 1.47% | ₹0.55 Cr |
| Pnb Housing Finance Ltd | Financial | 1.51% | ₹0.55 Cr |
| Pnb Housing Finance Ltd | Financial | 1.51% | ₹0.55 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.46% | ₹0.54 Cr |
| R Systems International Ltd | Technology | 1.43% | ₹0.53 Cr |
| R Systems International Ltd | Technology | 1.42% | ₹0.51 Cr |
| R Systems International Ltd | Technology | 1.42% | ₹0.51 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.42% | ₹0.51 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.42% | ₹0.51 Cr |
| Natco Pharma Ltd | Healthcare | 1.36% | ₹0.51 Cr |
| Natco Pharma Ltd | Healthcare | 1.36% | ₹0.51 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.32% | ₹0.49 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.32% | ₹0.49 Cr |
| Natco Pharma Ltd | Healthcare | 1.36% | ₹0.49 Cr |
| Natco Pharma Ltd | Healthcare | 1.36% | ₹0.49 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.10% | ₹0.41 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.10% | ₹0.41 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.09% | ₹0.39 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.09% | ₹0.39 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.77% | ₹0.29 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.77% | ₹0.29 Cr |
| Century Plyboards (india) Ltd | Materials | 0.76% | ₹0.27 Cr |
| Century Plyboards (india) Ltd | Materials | 0.76% | ₹0.27 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.72% | ₹0.27 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.72% | ₹0.26 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.72% | ₹0.26 Cr |
| Century Plyboards (india) Ltd | Materials | 0.68% | ₹0.25 Cr |
| Century Plyboards (india) Ltd | Materials | 0.68% | ₹0.25 Cr |
| Century Plyboards (india) Ltd | Materials | 0.66% | ₹0.25 Cr |
| Mm Forgings Ltd | Materials | 0.42% | ₹0.16 Cr |
| Mm Forgings Ltd | Materials | 0.39% | ₹0.14 Cr |
| Mm Forgings Ltd | Materials | 0.39% | ₹0.14 Cr |
| Mm Forgings Ltd | Materials | 0.38% | ₹0.14 Cr |
| Mm Forgings Ltd | Materials | 0.38% | ₹0.14 Cr |
| Net Payables | Unspecified | -0.01% | ₹0.00 Cr |
| Net Payables | Unspecified | -0.03% | ₹-0.01 Cr |
| Net Payables | Unspecified | -0.03% | ₹-0.01 Cr |
| Net Payables | Unspecified | -0.07% | ₹-0.03 Cr |
| Net Payables | Unspecified | -0.07% | ₹-0.03 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Quant Elss Tax Saver Fund Direct-growth |
₹427.61 | 16.49% | 27.67% | - |
| Quant Elss Tax Saver Fund-growth |
₹380.85 | 15.18% | 25.82% | - |
| ICICI Prudential Elss Tax Saver Direct Plan - Growth |
₹1,077.49 | 17.26% | 20.11% | - |
| Canara Robeco Elss Tax Saver Direct- Growth |
₹203.16 | 16.39% | 19.66% | - |
| ICICI Prudential Elss Tax Saver Fund - Growth |
₹968.65 | 16.53% | 19.33% | - |
| Canara Robeco Elss Tax Saver Regular - Growth |
₹181.09 | 15.03% | 18.21% | - |
| Taurus Elss Tax Saver Direct-growth |
₹206.64 | 17.35% | 18.02% | - |
| Taurus Elss Tax Saver Regular-growth |
₹189.18 | 16.60% | 17.26% | 191.32 |
| Aditya Birla Sun Life Elss Tax Saver Direct-growth |
₹70.07 | 15.61% | 13.87% | - |
| Aditya Birla Sun Life Elss Tax Saver Regular-growth |
₹62.64 | 14.74% | 13.00% | - |
Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw
What is the current AUM of Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw?
As of Thu Jul 31, 2025, Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw manages assets worth ₹37.3 crore
How has Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw performed recently?
- 3 Months: -1.81%
- 6 Months: 21.19%
What is the long-term performance of Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw?
- 3 Years CAGR: 18.93%
- 5 Years CAGR: 32.15%
- Since Inception: 13.77%
What is the portfolio composition of Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw?
Equity: 95.47%, Others: 4.53%.
Who manages Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw?
Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw is managed by Dwijendra Srivastava from Sundaram Mutual Fund.
What is the market-cap allocation of Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw?
Mid Cap: 11.73%, Small Cap: 88.27%.
Which are the top companies Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw has invested in?
- Aster DM Healthcare Ltd – 6.48% of the fund's portfolio
- Aster DM Healthcare Ltd – 6.48% of the fund's portfolio
- Aster DM Healthcare Ltd – 6.17% of the fund's portfolio
- Aster DM Healthcare Ltd – 6.17% of the fund's portfolio
- Aster DM Healthcare Ltd – 5.76% of the fund's portfolio
Which are the major sectors Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw focuses on?
- Financial – 115.25% of the fund's portfolio
- Industrials – 111.16% of the fund's portfolio
- Consumer Discretionary – 87.50% of the fund's portfolio
- Materials – 68.78% of the fund's portfolio
- Healthcare – 53.45% of the fund's portfolio
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For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.


