Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi - 10 Years · Regular · Growth
NAV
₹28.6942
as of 31 Jul 2026
Expense Ratio
—
see scheme documents
AUM
₹36 Cr
Lumpsum returns (CAGR)
- 1Y
- +7.12%
- 3Y
- +14.50%
- 5Y
- +15.94%
- Since Inception
- +12.67%
SIP returns (XIRR)
- 1Y
- +13.90%
- 3Y
- +10.40%
- 5Y
- +15.08%
- Since Inception
- +18.84%
What history actually did — last 8 years (Aug 2018 – Jul 2026)
A ₹5,000 monthly SIP for the last 8 years (Aug 2018 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹11,03,525 today — ₹4,75,000 invested, 20.8% XIRR.
₹4,75,000
Invested
₹11,03,525
Value today
20.8%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 8 years (Aug 2018 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 8 years ago would be ₹3,04,668 today (15.0% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2018 would still hold ₹19,43,151.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 8 years (Aug 2018 – Jul 2026) (22 Mar 2020) would be ₹6,39,910 today (6.40×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.21
Sharpe Ratio
—
Alpha
—
Beta
0.21
Sortino
17.49%
Std Dev
-17.48%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Jun 2026- Industrial Products12.07%
- Banks10.28%
- Finance9.46%
- Consumer Durables8.35%
- Electrical Equipment8.30%
- Healthcare Services7.52%
- IT - Software5.26%
- IT - Services4.90%
- Pharmaceuticals & Biotechnology4.68%
- Capital Markets4.03%
- Leisure Services3.86%
- Cement & Cement Products3.07%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Aster Dm Healthcare Ltd7.52%
- 2Mtar Technologies Ltd6.98%
- 3Ksb Ltd4.79%
- 4Affle (India) Ltd4.09%
- 5Angel One Ltd4.03%
- 6Rate Gain Travel Technologies Ltd3.96%
- 7Equitas Small Finance Bank Limited3.68%
- 8Safari Industries (India) Ltd3.48%
- 9Csb Bank Ltd3.44%
- 10Ujjivan Small Finance Bank Ltd3.16%
Investment Objective
Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi - 10 Years · Regular · Growth by Sundaram Mutual Fund is a Other fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Other category.
About This Fund
Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi - 10 Years · Regular · Growth is a Other mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 8 years. It manages assets worth ₹36.0 Cr, reflecting investor confidence in the fund's strategy.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations