Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is a fund scheme from Sundaram mutual fund. It falls under a ELSS category. After being launched on 2025-02-14. Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) has achieved Rs 40.58 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 250 and lumpsum of Rs 5000 to start the investment. The expense ratio of this fund is 1.4%.

• Investing Strategy:

  "The investment objective of the scheme is to generate capital appreciation over a period of ten years by predominantly investing in equity and equityrelated instruments of companies that can be termed as micro-cap and from income tax benefit available. For the purpose investment by the scheme ‘micro cap’ stock is defined as one whose market cap is equal to or lower than the 301stStock by market cap (after sorting the securities in the descending order of market capitalization) on the National Stock exchange of India limited, mumbai, at the time of investment."

• Performance:

  Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) trailing returns over different times are 1.21% (1 year), 17.25% (3 year), 35.2% (5 year). The average annual return of this fund stands at 1.21%

• Fund Manager & Portfolio Allocation:

  Dwijendra Srivastava, Sudhir Kedia, Rohit Seksaria are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Financial Services, Industrials, Consumer Cyclical, Basic Materials, Healthcare, Sectors. First five holdings of this fund are Safari Industries (India) Ltd, Multi Commodity Exchange of India Ltd, Aster DM Healthcare Ltd Ordinary Shares, Affle India Ltd, Greenpanel Industries Ltd Ordinary Shares, Treps, Cash And Other Net Current Assets Companies.