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 #7 of 57 in category.
Fund basics
| Category | Equity: ELSS |
|---|
| NAV | ₹26.28 (as of 2026-10-22) |
|---|
| AUM | ₹0 Cr |
|---|
| Expense ratio | 0.00% |
|---|
| Riskometer | Very High |
|---|
| Fund manager | Rohit Seksaria |
|---|
| Exit load | 0 |
|---|
Performance & risk
| 5-year annualised return | 13.79% |
|---|
| Sharpe ratio | 0.36 |
|---|
| Standard deviation | 19.17% |
|---|
| Max drawdown | −61.45% |
|---|
| Alpha | 0.54 |
|---|
| Beta | 1.06 |
|---|
Over 5 years, captured 106.5% of Nifty 500's upside and 78.4% of its downside.
Market cap allocation
| Large cap | 2.9% |
|---|
| Mid cap | 10.2% |
|---|
| Small cap | 86.9% |
|---|
Concentration
| Top 5 holdings | 27.1% |
|---|
| Top 10 holdings | 43.9% |
|---|
| Total holdings | 39 |
|---|
| Index overlap | 2.4% |
|---|
| Active share | 97.6% |
|---|
Top holdings
- MTAR Technologies Limited — 7.4%
- Aster DM Healthcare Limited — 6.9%
- AFFLE 3I LIMITED — 4.5%
- KSB LIMITED — 4.4%
- RateGain Travel Technologies Limited — 3.9%
- Equitas Small Finance Bank Limited — 3.5%
- ANGEL ONE LIMITED — 3.5%
- Ujjivan Small Finance Bank Limited — 3.3%
- CSB Bank Limited — 3.3%
- Safari Industries (India) Ltd. — 3.2%
Top sectors
- Banking & Financial — 14.6%
- Software & Services — 10.7%
- Industrial Products — 10.1%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | −1.6% | Q1 (Top) | #9 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 |