Sundaram Long Term Micro Cap Tax Adv Fund Sr VI
The scheme seeks to generate capital appreciation over a period of ten years by predominantly investing in equity and equity-related instruments of companies that can be termed as micro-cap and from income tax benefit available.
Growthvine rating: 4/5 — ranked #11 of 57 in category.
Fund basics
| Category | Equity: ELSS |
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| NAV | ₹27.78 (as of 2026-10-01) |
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| AUM | ₹0 Cr |
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| Expense ratio | 0.00% |
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| Riskometer | Very High |
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| Fund manager | Rohit Seksaria |
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| Exit load | 0 |
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Performance & risk
| 5-year annualised return | 13.79% |
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| Sharpe ratio | 0.42 |
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| Standard deviation | 19.02% |
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| Max drawdown | −61.45% |
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| Alpha | 0.54 |
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| Beta | 1.09 |
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Over 5 years, captured 106.5% of Nifty 500's upside and 78.4% of its downside.
Market cap allocation
| Large cap | 2.9% |
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| Mid cap | 10.6% |
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| Small cap | 86.4% |
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Concentration
| Top 5 holdings | 26.5% |
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| Top 10 holdings | 43.9% |
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| Total holdings | 38 |
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| Index overlap | 2.2% |
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| Active share | 97.8% |
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Top holdings
- Aster DM Healthcare Limited — 7.3%
- MTAR Technologies Limited — 6.5%
- TREPS — 5.2%
- AFFLE 3I LIMITED — 4.6%
- RateGain Travel Technologies Limited — 4.1%
- KSB LIMITED — 4.0%
- Equitas Small Finance Bank Limited — 3.6%
- ANGEL ONE LIMITED — 3.5%
- CSB Bank Limited — 3.5%
- Sapphire Foods India Limited — 3.4%
Top sectors
- Banking & Financial — 13.9%
- Software & Services — 10.9%
- Industrial Products — 10.6%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | 4.0% | Q1 (Top) | #8 of 52 |
| 2025 | 0.8% | Q3 | #38 of 51 |
| 2024 | 13.9% | Q3 | #39 of 51 |
| 2023 | 49.7% | Q1 (Top) | #3 of 48 |
| 2022 | 3.7% | Q2 | #20 of 43 |