Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Portfolio Analysis

  • ₹26.28 (%)

    Current NAV 11-07-2024

  • 27.23%

    1Y Returns

  • Min. SIP ₹250

    Min. Investment ₹5000

Invest Now Compare

Invest Now WhatsApp Chat
Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 95.83%
  • Others 4.16%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Small Cap 88.7
Mid Cap 7.13

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Capital Goods

Financial

Services

Consumer Discretionary

Healthcare

Construction

Materials

Consumer Staples

Automobile

Chemicals

Technology

Communication

Metals & Mining

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
12-Jul-2024
Holdings PE Ratio
12-Jul-2024
1Y Return
KSB Ltd. Small Cap Capital Goods (125.72) 5.35% 77.48 131.15%
Brigade Enterprises Ltd. Small Cap Construction (112.03) 5.07% 66.82 125%
Kei Industries Ltd. Mid Cap Capital Goods (56.65) 4.96% 71.03 88.71%
Safari Industries (India) Ltd. Small Cap Consumer Discretionary (32.84) 4.88% 59 38.52%
Equitas Small Finance Bank Ltd. Small Cap Financial (19.29) 4.14% 0 -2.06%
Multi Commodity Exchange Of India Ltd. Small Cap Services (58.02) 4.08% 231.08 134.88%
Heritage Foods Ltd. Small Cap Consumer Staples (57.21) 3.72% 46.98 146.45%
Angel One Ltd. Small Cap Financial (31.68) 3.63% 17.95 28.24%
Ujjivan Small Finance Bank Ltd. Small Cap Financial (19.29) 3.14% 0 4.51%
Kalpataru Projects International Ltd. Small Cap Capital Goods (31.78) 3.05% 43.38 143.98%
Healthcare Global Enterprises Ltd. Small Cap Healthcare (81.31) 2.88% 104.26 11.78%
Greenpanel Industries Ltd. Small Cap Materials (28.29) 2.87% 27.3 -10.5%
Ador Welding Ltd. Small Cap Capital Goods (53.1) 2.73% 513.54 -23.33%
Kennametal India Ltd. Small Cap Capital Goods (65.52) 2.64% 62.35 26.4%
PVR Inox Ltd. Small Cap Services (34.99) 2.42% -451.99 3.82%
Sapphire Foods India Ltd. Small Cap Services (73.42) 2.29% 187.61 11.68%
Ashoka Buildcon Ltd. Small Cap Construction (46.16) 2.21% 12.34 154.01%
JK Cement Ltd. Mid Cap Materials (55.47) 2.17% 42.06 29.72%
CSB Bank Ltd. Small Cap Financial (19.29) 2.04% 0 22.7%
TVS Holdings Ltd. Small Cap Automobile (79.78) 2.01% 31.31 181.47%
Can Fin Homes Ltd. Small Cap Financial (14.46) 1.98% 0 9.39%
Taj GVK Hotels & Resorts Ltd. Small Cap Services (73.42) 1.95% 22.19 24.68%
Westlife Foodworld Ltd. Small Cap Services (73.42) 1.95% 190.43 -4.28%
IDFC Ltd. Small Cap Financial (90.71) 1.76% 17.96 2.13%
Century Plyboards (India) Ltd. Small Cap Materials (28.29) 1.72% 47.92 4.42%
Navin Fluorine International Ltd. Small Cap Chemicals (26.29) 1.68% 0 6.43%
JB Chemicals & Pharmaceuticals Ltd. Small Cap Healthcare (55.16) 1.6% 48.39 61.86%
Laurus Labs Ltd. Small Cap Healthcare (46.65) 1.55% 0 9.05%
Affle (India) Ltd. Small Cap Technology (34.99) 1.52% 67.25 34.82%
Stove Kraft Ltd. Small Cap Consumer Discretionary (95) 1.32% 0 34.24%
CCL Products (India) Ltd. Small Cap Consumer Staples (101.26) 1.32% 32.44 -16.51%
Home First Finance Company India Ltd. Small Cap Financial (14.46) 1.3% 0 32.6%
SIS Ltd. Small Cap Services (46.46) 1.19% 33.66 1.85%
Cholamandalam Financial Holdings Ltd. Small Cap Financial (31.68) 1.1% 15.53 55.59%
Butterfly Gandhimathi Appliances Ltd. Small Cap Consumer Discretionary (95) 1.02% 0 -28.93%
Johnson Controls - Hitachi Air Conditioning India Ltd. Small Cap Consumer Discretionary (92.22) 1.02% 0 83.49%
Aster DM Healthcare Ltd. Small Cap Healthcare (81.31) 1.02% 130.15 8.69%
E.I.D. - Parry (India) Ltd. Small Cap Consumer Staples (40.1) 0.96% 15.77 73.87%
RHI Magnesita India Ltd. Small Cap Capital Goods (49.14) 0.81% -118.31 -9.18%
Astra Microwave Products Ltd. Small Cap Communication (58.79) 0.79% 71.61 149.25%
MM Forgings Ltd. Small Cap Metals & Mining (50.94) 0.69% 23.54 44.73%
Procter & Gamble Health Ltd. Small Cap Healthcare (43.36) 0.63% 0 0.1%
Crompton Greaves Consumer Electricals Ltd. Small Cap Consumer Discretionary (95) 0.4% 62.98 46.79%
Sundaram - Clayton Dcd Ltd. Small Cap Financial (47.06) 0.27% -28.87 0%

Discover More with Premium Access

View Stock Information

Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category Allocation
Others 4.16

Sector Allocation of Others

Weightage of Portfolio Among Different Sectors.

Others

Current Stocks Holdings of Others

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 4.21% 0%
Others Others -0.05% 0%

Discover More with Premium Access

View Stock Information
girl-img

If you Have any Specific Question Chat with our Expert Investment Advisor

Chat on WhatsApp
Is this right fund for you?
test-img

1/3

What is your investing style?
  • Aggressive investment styleAggressive

  • Quality investment styleQuality

  • Conservative investment styleConservative

Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan ?

The top holdings of this fund are KSB Ltd., Brigade Enterprises Ltd., Kei Industries Ltd., Safari Industries (India) Ltd., Equitas Small Finance Bank Ltd.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan ?

The major sectors of this fund are Capital Goods, Financial, Services, Consumer Discretionary, Healthcare.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

Request call back
Add to Cart Successfully