Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
₹27.6986
₹0.47 (-1.68%)
NAV as of 29 May 2026
Today's NAV — all variants
Regular · Growth
₹₹27.6986
₹0.47 (-1.68%)
29 May 2026
AMFI: 141565
Direct · Growth
₹₹29.1035
₹0.50 (-1.68%)
29 May 2026
AMFI: 141564
Regular · IDCW
₹₹26.7689
₹0.46 (-1.68%)
29 May 2026
AMFI: 141566
Direct · IDCW
₹₹28.1681
₹0.48 (-1.68%)
29 May 2026
AMFI: 141567
Returns (Lumpsum)
CAGR for periods ≥ 1 yearSIP Returns (XIRR)
₹1,000/month SIP, annualisedSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹52,000
Invested
₹1,21,281
Value today
18.9%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹2,770
Value today
12.5%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹5,20,000
Withdrawn
₹15,57,049
Corpus left
+₹10,77,049 net gain — withdrew ₹5,20,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹16,70,283
Value today
+0.5%
vs lumpsum
STP beat direct lumpsum by 0.5% — reduced timing risk paid off
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹6,17,707
Value today
6.2×
Multiple
Staying invested through that crash turned ₹1L into ₹6,17,707 — a 6.2× return
Read: Staying invested through crashesDirect vs Regular — ₹500/month over 8 years
Expense ratio drag on your actual returns
Direct plan
₹1,13,581
Regular plan
₹1,12,002
Direct earns ₹1,579 more on a ₹48K investment — 0.41% extra return per year
Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.
Learn about Direct vs Regular plansFund Details
Risk Metrics
Trailing 1 year, annualised-0.08
Sharpe Ratio
—
Alpha
—
Beta
-0.07
Sortino
17.72%
Std Dev
-22.29%
Max Drawdown
Portfolio Holdings
Top 50 holdings · as of Mar 2026
| Security | % NAV |
|---|---|
Aster DM Healthcare Ltd INE914M01019 | 7.71% |
Aster DM Healthcare Ltd INE914M01019 | 6.81% |
KSB LTD INE999A01023 | 6.10% |
MTAR Technologies Ltd INE864I01014 | 5.99% |
KSB LTD INE999A01023 | 5.88% |
Affle (India) Ltd INE00WC01027 | 5.01% |
Affle (India) Ltd INE00WC01027 | 4.15% |
CSB Bank Ltd INE679A01013 | 4.14% |
CSB Bank Ltd INE679A01013 | 3.92% |
Angel One Ltd INE732I01021 | 3.81% |
Angel One Ltd INE732I01021 | 3.81% |
MTAR Technologies Ltd INE864I01014 | 3.81% |
Safari Industries (India) Ltd INE429E01023 | 3.75% |
JK Cement Ltd INE823G01014 | 3.43% |
Equitas Small Finance Bank Limited INE063P01018 | 3.30% |
Ujjivan Small Finance Bank Ltd INE551W01018 | 3.24% |
TVS Holdings Ltd INE105A01035 | 3.19% |
Safari Industries (India) Ltd INE429E01023 | 3.13% |
Ujjivan Small Finance Bank Ltd INE551W01018 | 3.08% |
Equitas Small Finance Bank Limited INE063P01018 | 3.03% |
JK Cement Ltd INE823G01014 | 3.02% |
Sapphire Foods India Ltd INE806T01020 | 3.00% |
Green Panel Industries Ltd INE08ZM01014 | 2.89% |
Procter & Gamble Health Ltd INE199A01012 | 2.84% |
TVS Holdings Ltd INE105A01035 | 2.75% |
Rate Gain Travel Technologies Ltd INE0CLI01024 | 2.69% |
Procter & Gamble Health Ltd INE199A01012 | 2.61% |
ESAB India Ltd INE284A01012 | 2.60% |
Sapphire Foods India Ltd INE806T01020 | 2.60% |
Green Panel Industries Ltd INE08ZM01014 | 2.56% |
Kalpataru Projects International Ltd INE220B01022 | 2.55% |
Kalpataru Projects International Ltd INE220B01022 | 2.55% |
ESAB India Ltd INE284A01012 | 2.43% |
Zomato Ltd INE758T01015 | 2.35% |
Can Fin Homes Ltd INE477A01020 | 2.34% |
SIS Ltd INE285J01028 | 2.33% |
Rate Gain Travel Technologies Ltd INE0CLI01024 | 2.31% |
PVR INOX Ltd INE191H01014 | 2.23% |
PVR INOX Ltd INE191H01014 | 2.19% |
SIS Ltd INE285J01028 | 2.18% |
Can Fin Homes Ltd INE477A01020 | 2.16% |
Zomato Ltd INE758T01015 | 2.14% |
Natco Pharma Ltd INE987B01026 | 1.95% |
Natco Pharma Ltd INE987B01026 | 1.85% |
Cholamandalam Financial Holdings Ltd INE149A01033 | 1.81% |
Birlasoft Ltd INE836A01035 | 1.81% |
PNB Housing Finance Ltd INE572E01012 | 1.81% |
Cholamandalam Financial Holdings Ltd INE149A01033 | 1.75% |
Birlasoft Ltd INE836A01035 | 1.70% |
Shivalik Bimetal Controls Ltd INE386D01027 | 1.67% |
Performance Comparison
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Our experts will help you decide if this fund fits your goals.
Investment Objective
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - 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 Regular Plan - 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