Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Regular Plan - Growth
Expense Ratio: 1.42
Risk: Very High
ELSS
Plan: Regular
Benchmark: Nifty Smallcap 100 TRI
Inception: 23-06-2017
Exit Load: Nil
Fund Size:₹35.80 Cr
Performance
1Y
FundN/A
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund9.47%
Cat. Avg.6.78%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Aster DM Healthcare Ltd | 2.79 | 7.52% |
| 2 | MTAR Technologies Ltd | 2.59 | 6.98% |
| 3 | KSB LTD | 1.77 | 4.79% |
| 4 | Affle (India) Ltd | 1.52 | 4.09% |
| 5 | Angel One Ltd | 1.49 | 4.03% |
| 6 | Rate Gain Travel Technologies Ltd | 1.47 | 3.96% |
| 7 | TREPS | 1.41 | 3.81% |
| 8 | Equitas Small Finance Bank Limited | 1.36 | 3.68% |
| 9 | Safari Industries (India) Ltd | 1.29 | 3.48% |
| 10 | CSB Bank Ltd | 1.28 | 3.44% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 09 Mar, 26 | 25000 | 27344 | +9.4% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 12 Feb, 26 | 1 L. | 1.09 L. | +9.5% | N/A |
SIP Planner
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.