Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi - 10 Years · Regular · Growth
NAV
₹29.1854
as of 14 Jul 2026
Expense Ratio
—
see scheme documents
AUM
₹34 Cr
Lumpsum returns (CAGR)
- 1Y
- +6.66%
- 3Y
- +15.83%
- 5Y
- +17.09%
- Since Inception
- +12.96%
SIP returns (XIRR)
- 1Y
- +18.78%
- 3Y
- +11.88%
- 5Y
- +16.03%
- Since Inception
- +19.38%
What history actually did — last 8 years (Jul 2018 – Jul 2026)
A ₹5,000 monthly SIP for the last 8 years (Jul 2018 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹11,37,870 today — ₹4,80,000 invested, 21.3% XIRR.
₹4,80,000
Invested
₹11,37,870
Value today
21.3%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 8 years (Jul 2018 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 8 years ago would be ₹3,23,187 today (15.8% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Jul 2018 would still hold ₹20,94,000.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 8 years (Jul 2018 – Jul 2026) (22 Mar 2020) would be ₹6,50,864 today (6.51×).
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, annualised0.29
Sharpe Ratio
—
Alpha
—
Beta
0.29
Sortino
17.93%
Std Dev
-17.48%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 May 2026- Industrial Products12.57%
- Banks10.13%
- Finance9.33%
- Electrical Equipment8.67%
- Consumer Durables8.33%
- Healthcare Services7.15%
- IT - Services5.25%
- IT - Software4.85%
- Pharmaceuticals & Biotechnology4.79%
- Capital Markets4.21%
- Leisure Services3.85%
- Cement & Cement Products2.98%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Mtar Technologies Ltd7.38%
- 2Aster Dm Healthcare Ltd7.15%
- 3Ksb Ltd4.97%
- 4Affle (India) Ltd4.31%
- 5Angel One Ltd4.21%
- 6Csb Bank Ltd3.66%
- 7Equitas Small Finance Bank Limited3.50%
- 8Rate Gain Travel Technologies Ltd3.36%
- 9Safari Industries (India) Ltd3.36%
- 10Procter & Gamble Health Ltd3.06%
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 ₹33.8 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