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

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NAV: ₹ 27.8729 ↑ 0.44%
[as on 22 May, 2026]

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Returns

CAGR returns till date

CAGR returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth and its peers as on 22 May, 2026
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth 3.96% 0.44% 1.43% 1.97% 8.41% 9.72% 17.83% 20.56% 19.7%-
Parag Parikh ELSS Tax Saver Fund- Regular Growth -9.15% -0.16% -0.23% -2.83% -5.95% -6.92% 11.8% 13.31%--
SBI ELSS Tax Saver FUND - REGULAR PLAN- GROWTH -6.25% 0.47% 0.34% -1.79% -4.82% -0.39% 19.56% 17.29% 17.01% 14.92%
ICICI Prudential ELSS Tax Saver Fund - Growth -6.86% 0.3% 0.17% -3.24% -5.03% -1.04% 13.68% 12.43% 13.04% 13.11%
HDFC ELSS Tax saver - Growth Plan -9.28% 0.39% 0.12% -3.23% -8.13% -4.01% 16.5% 16.82% 14.21% 14.25%
Nippon India ELSS Tax Saver Fund-Growth Plan-Growth Option -1.22% 0.39% 1.03% -1.6% -1.02% 3.22% 16.85% 14.66% 12.9% 11.74%

Discrete returns (yearly)

Year2016201720182019202020212022202320242025
Returns-- -25.79% -13.13% 16.62% 79.85% 3.9% 48.6% 14.43% 0.69%

Discrete returns (monthly)

MonthJul 2025Aug 2025Sep 2025Oct 2025Nov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026
Returns -2.16% -0.99% -0.37% 3% -0.87% -1.37% -5.42% -2.71% -9.16% 14.53%

Returns from spefic dates

DescriptionCAGR returns from 18 Oct 2021 (Nifty 50 2021 high)CAGR returns from 26 Sep 2024 (Nifty 50 2024 high)
Returns 13.77% 0.46%

Portfolio

Asset allocation

EquityDebtRealestateCommoditiesCash & Equivalents
94.29% 0.00% (Arbitrage: 0.00%) 0.00% 0.00% 5.71%

Equity

NameSymbol / ISINSectorWeight %
Aster DM Healthcare LtdASTERDM (INE914M01019)Healthcare Services7.71%
KSB LTDKSB (INE999A01023)Industrial Products5.88%
Affle (India) LtdAFFLE (INE00WC01027)It - Services5.01%
CSB Bank LtdCSBBANK (INE679A01013)Banks4.14%
Angel One LtdINE732I01021Capital Markets3.81%
MTAR Technologies LtdMTARTECH (INE864I01014)Electrical Equipment3.81%
Safari Industries (India) LtdSAFARI (INE429E01023)Consumer Durables3.75%
JK Cement LtdJKCEMENT (INE823G01014)Cement & Cement Products3.43%
Ujjivan Small Finance Bank LtdUJJIVANSFB (INE551W01018)Banks3.24%
TVS Holdings LtdTVSHLTD (INE105A01035)Finance3.19%
Equitas Small Finance Bank LimitedEQUITASBNK (INE063P01018)Banks3.03%
Procter & Gamble Health LtdPGHL (INE199A01012)Pharmaceuticals & Biotechnology2.84%
Sapphire Foods India LtdSAPPHIRE (INE806T01020)Leisure Services2.60%
Green Panel Industries LtdGREENPANEL (INE08ZM01014)Consumer Durables2.56%
Kalpataru Projects International LtdKPIL (INE220B01022)Construction2.55%
ESAB India LtdESABINDIA (INE284A01012)Industrial Products2.43%
Zomato LtdETERNAL (INE758T01015)Retailing2.35%
Can Fin Homes LtdCANFINHOME (INE477A01020)Finance2.34%
Rate Gain Travel Technologies LtdRATEGAIN (INE0CLI01024)It - Software2.31%
PVR INOX LtdPVRINOX (INE191H01014)Entertainment2.23%
SIS LtdSIS (INE285J01028)Other Consumer Services2.18%
Natco Pharma LtdNATCOPHARM (INE987B01026)Pharmaceuticals & Biotechnology1.95%
Cholamandalam Financial Holdings LtdCHOLAHLDNG (INE149A01033)Finance1.81%
Birlasoft LtdBSOFT (INE836A01035)It - Software1.81%
Brigade Enterprises LtdBRIGADE (INE791I01019)Realty1.59%
RHI Magnesita India LtdRHIM (INE743M01012)Industrial Products1.55%
PNB Housing Finance LtdPNBHOUSING (INE572E01012)Finance1.54%
Westlife Foodworld LtdWESTLIFE (INE274F01020)Leisure Services1.48%
Landmark Cars LtdLANDMARK (INE559R01029)Automobiles1.42%
Shivalik Bimetal Controls LtdSBCL (INE386D01027)Industrial Products1.29%
Amber Enterprises India LtdAMBER (INE371P01015)Consumer Durables1.20%
Neogen Chemicals LtdNEOGEN (INE136S01016)Chemicals & Petrochemicals1.18%
R Systems International LtdRSYSTEMS (INE411H01032)It - Services0.97%
Aavas Financiers LtdAAVAS (INE216P01012)Finance0.94%
Ganesha Ecosphere LtdGANECOS (INE845D01014)Textiles & Apparels0.92%
Venus Pipes & Tubes LtdVENUSPIPES (INE0JA001018)Industrial Products0.89%
EID Parry India LtdEIDPARRY (INE126A01031)Food Products0.88%
Century Plyboards (India) LtdCENTURYPLY (INE348B01021)Consumer Durables0.76%
Butterfly Gandhimathi Appliances LtdBUTTERFLY (INE295F01017)Consumer Durables0.72%

Debt

NameRatingWeight %
Portfolio data is as on date 31 March, 2026

NAV history

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth - 30 days NAV (Net asset value) history

DateNAV% change
22 May, 202627.8729 0.44%
21 May, 202627.7518 1.07%
20 May, 202627.4576 0.73%
19 May, 202627.2597 0.48%
18 May, 202627.1306 -1.27%
15 May, 202627.4809 -0.45%
14 May, 202627.6056 0.96%
13 May, 202627.3419 0.47%
12 May, 202627.2149 -2.68%
11 May, 202627.9633 -1.27%
8 May, 202628.3237 -0.3%
7 May, 202628.4095 0.9%
6 May, 202628.1573 1.23%
5 May, 202627.8162 -0.22%
4 May, 202627.8765 1.22%
30 April, 202627.5410 0.18%
29 April, 202627.4918 0.99%
28 April, 202627.2234 -0.73%
27 April, 202627.4240 1.86%
24 April, 202626.9227 -0.76%
23 April, 202627.1292 -0.75%
22 April, 202627.3342 0.8%
21 April, 202627.1177 1.48%
20 April, 202626.7216 -0.33%
17 April, 202626.8106 1.36%
16 April, 202626.4502 0.2%
15 April, 202626.3986 2.52%
13 April, 202625.7485 -0.2%
10 April, 202625.7990 1.71%
9 April, 202625.3662

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth?
    The latest NAV of Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth is 27.8729 as on 22 May, 2026.
  • What are YTD (year to date) returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth?
    The YTD (year to date) returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth are 3.96% as on 22 May, 2026.
  • What are 1 year returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth?
    The 1 year returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth are 9.72% as on 22 May, 2026.
  • What are 3 year CAGR returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth?
    The 3 year annualized returns (CAGR) of Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth are 17.83% as on 22 May, 2026.
  • What are 5 year CAGR returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth?
    The 5 year annualized returns (CAGR) of Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth are 20.56% as on 22 May, 2026.