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

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ELSS NAV 15.4368 -3.02 26 September, 2022
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth was previously known as

Sundaram Long Term Tax Advantage Sr VI (G)

Fund Details

Category ELSS
Fund Type Close Ended
Investment Plan Growth
Launch Date 28 September, 2017
Benchmark S&P BSE 500 Index
Asset Size(Cr) 32.95 (As on 30-06-2022)
Turn over 23.00%
Min Investment ₹ 500
Min SIP Investment ₹ 250
Min Addl Investment ₹ 500
Exit Load Nil
Expense Ratio 1.41% (As on 31-05-2022)
Fund Manager Dwijendra Srivastava,Rohit Seksaria,Sudhir Kedia

Investment Returns (As on 26 Sep, 2022)

Duration Returns Benchmark Category
1 W 0.11% - -
1 M 1.64% - -
3 M -18.44% - -
6 M -26.25% - -
1 Y -14.57% - -
2 Y 36.27% - -
3 Y 14.35% - -
5 Y 4.14% - -

Risk Mesasures (As on 26 Sep, 2022)

Std Dev Sharpe Beta Alpha
Fund 0.63 5.43 1.26
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 2.5%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth -14.57% 14.35% 4.14%
Mirae Asset Tax Saver Fund-Regular Plan-Growth 80.37% 17.4% 14.27%
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth -4% 16.38% 12.24%
L&T Tax Advantage Fund-Regular Plan-Growth -4.53% 13.36% 8.04%
Axis Long Term Equity Fund - Regular Plan - Growth -14.94% 11.65% 11.08%
Aditya Birla Sun Life Tax Relief 96 - Growth Option -8% 9% 6.67%

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