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

  • Equity
  • ELSS
  • Very High
  • Current NAV

    ₹22.66 %

    15-04-2024
  • Annual Returns

    27.87%

  • Min. SIP ₹250

    Min. Investment ₹5000

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  • Equity 94.58%
  • Others 5.39%

Market Cap

Allocation
Small Cap 87.92
Mid Cap 6.44
Others 0.22

Sector Allocation

Financial

Capital Goods

Services

Consumer Discretionary

Healthcare

Materials

Consumer Staples

Construction

Automobile

Chemicals

Technology

Communication

Metals & Mining

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
15-Apr-2024
Holdings PE Ratio
15-Apr-2024
1Y Return
Safari Industries (India) Ltd. Small Cap Consumer Discretionary (23.84) 5.08% 58.14 81.07%
KSB Ltd. Small Cap Capital Goods (57.86) 5.06% 70.86 89.44%
Equitas Small Finance Bank Ltd. Small Cap Financial (25.02) 4.48% 0 44.74%
Multi Commodity Exchange Of India Ltd. Small Cap Services (120.98) 4.44% 26615.7 154.02%
Angel One Ltd. Small Cap Financial (33.14) 4.12% 24.34 125.68%
Brigade Enterprises Ltd. Small Cap Construction (120.38) 3.97% 72.36 104.31%
Kei Industries Ltd. Mid Cap Capital Goods (60.33) 3.9% 65.58 129.13%
Greenpanel Industries Ltd. Small Cap Materials (28.9) 3.77% 21.41 15.5%
Ador Welding Ltd. Small Cap Capital Goods (53.1) 3.13% 513.54 -23.33%
Heritage Foods Ltd. Small Cap Consumer Staples (71.68) 3.08% 33.25 81.51%
Ujjivan Financial Services Ltd. Small Cap Financial (33.14) 3% 7.91 106.35%
Healthcare Global Enterprises Ltd. Small Cap Healthcare (92.93) 2.91% 143.48 34.64%
JK Cement Ltd. Mid Cap Materials (57.02) 2.54% 47.69 43.53%
Kalpataru Projects International Ltd. Small Cap Capital Goods (26.43) 2.48% 37.56 116.89%
Sapphire Foods India Ltd. Small Cap Services (69.64) 2.38% 51.32 25.68%
Ashoka Buildcon Ltd. Small Cap Construction (47.96) 2.26% 14.67 100.78%
PVR Inox Ltd. Small Cap Services (33.32) 2.24% -58.03 -8.69%
Taj GVK Hotels & Resorts Ltd. Small Cap Services (69.64) 2.24% 28.29 73.37%
Can Fin Homes Ltd. Small Cap Financial (9.86) 2.12% 0 36.55%
Century Plyboards (India) Ltd. Small Cap Materials (28.9) 1.88% 39.33 27.09%
IDFC Ltd. Small Cap Financial (83.34) 1.82% 4.78 56.95%
Westlife Foodworld Ltd. Small Cap Services (69.64) 1.77% 146.14 18.26%
Kennametal India Ltd. Small Cap Capital Goods (57.88) 1.67% 45.42 6.35%
Navin Fluorine International Ltd. Small Cap Chemicals (26.29) 1.6% 0 6.43%
TVS Holdings Ltd. Small Cap Automobile (70.96) 1.59% 20.62 114.45%
Indoco Remedies Ltd. Small Cap Healthcare (54.75) 1.54% 30.77 2.91%
Affle (India) Ltd. Small Cap Technology (33.32) 1.51% 54.71 12.94%
Laurus Labs Ltd. Small Cap Healthcare (46.65) 1.51% 0 9.05%
Navneet Education Ltd. Small Cap Consumer Staples (54.51) 1.5% 13.39 75.62%
CCL Products (India) Ltd. Small Cap Consumer Staples (106.09) 1.45% 28.49 2.91%
JB Chemicals & Pharmaceuticals Ltd. Small Cap Healthcare (55.16) 1.42% 48.39 61.86%
Home First Finance Company India Ltd. Small Cap Financial (9.86) 1.38% 0 23.79%
Stove Kraft Ltd. Small Cap Consumer Discretionary (80.35) 1.35% 0 10.54%
Butterfly Gandhimathi Appliances Ltd. Small Cap Consumer Discretionary (80.35) 1.22% 0 -30.69%
CSB Bank Ltd. Small Cap Financial (25.02) 1.1% 0 53.95%
Cholamandalam Financial Holdings Ltd. Small Cap Financial (33.14) 1.07% 12.09 78.85%
SIS Ltd. Small Cap Services (47.94) 1.03% 22.2 18.5%
E.I.D. - Parry (India) Ltd. Small Cap Consumer Staples (16.15) 0.91% 12.61 18.79%
Procter & Gamble Health Ltd. Small Cap Healthcare (54.75) 0.69% 0 -3.29%
RHI Magnesita India Ltd. Small Cap Capital Goods (36.35) 0.66% -24.84 -3.63%
Johnson Controls - Hitachi Air Conditioning India Ltd. Small Cap Consumer Discretionary (72.7) 0.63% 0 2.91%
Astra Microwave Products Ltd. Small Cap Communication (51.36) 0.57% 77.48 150.7%
MM Forgings Ltd. Small Cap Metals & Mining (49.11) 0.54% 16.01 2.93%
Crompton Greaves Consumer Electricals Ltd. Small Cap Consumer Discretionary (80.35) 0.3% 43.68 -0.54%
Sundaram - Clayton Dcd Ltd. Small Cap Financial (29.64) 0.26% 0 0%
9% TVS Holdings Ltd. 9% - Preference shares Automobile 0.22% 0%
Valiant Organics Ltd. Small Cap Healthcare (16.55) 0.19% 29.99 -9.8%

Market Cap

Allocation
Others 5.39

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 5.42% 0%
Others Others -0.03% 0%

Frequently Asked Questions’s

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.

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

The top holdings of this fund are Safari Industries (India) Ltd., KSB Ltd., Equitas Small Finance Bank Ltd., Multi Commodity Exchange Of India Ltd., Angel One Ltd.

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

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

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.

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 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.

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.

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