Sundaram Mutual Fund
ELSS · Direct Plan · Growth · Live NAV & returns (MFAPI); TER/AUM/managers illustrative
Benchmark · Nifty 500 TRI
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Growth is an open-ended elss scheme managed by Sundaram Mutual Fund. The objective is long-term capital appreciation through disciplined diversification.
Annualised returns versus benchmark — validate against official AMC factsheets before investing.
| Period | Fund CAGR | Benchmark | Active (illustrative) |
|---|---|---|---|
| 1 Year | +7.9% | +6.4% | +1.5% |
| 3 Years | +16.9% | +15.4% | +1.5% |
| Since inception | +16.9% | +14.0% | +2.9% |
Downside and volatility diagnostics — combine with horizon and liquidity needs when sizing allocations.
Std. deviation (3Y ann.)
12%
Higher dispersion implies wider NAV swings.
Beta vs benchmark
1.09
Category avg beta 0.92.
Sharpe (risk-adjusted)
0.92
Illustrative ratio — use alongside drawdowns.
Max drawdown (stress)
-20.3%
Peak-to-trough NAV decline on modelled history.
3Y alpha
-1.5%
Versus benchmark on illustrated methodology.
Top positions and sector sleeves — illustrative placeholder data; MFAPI does not provide portfolio holdings.
| Security | Sector | Weight % |
|---|---|---|
| ICICI Bank Ltd. | Financial Services | 4.5% |
| Infosys Ltd. | Information Technology | 14.5% |
| Tata Consultancy Services Ltd. | Information Technology | 11.9% |
| Larsen & Toubro Ltd. | Construction | 7.7% |
| Bharti Airtel Ltd. | Telecommunication | 7.5% |
| Axis Bank Ltd. | Financial Services | 14.5% |
| Kotak Mahindra Bank Ltd. | Financial Services | 14.5% |
| ITC Ltd. | Consumer Staples | 10.3% |
TER not yet available
Expense ratio data will appear once the fund's full factsheet has been ingested. Check the AMC website for the latest SID/KIM.
Lead fund manager
Managing strategy since 2023
Seasoned allocator with coverage across Indian equities and macro attribution frameworks.
Execution & risk oversight
Supporting desk since 2021
Focus on liquidity, derivatives overlays, and adherence to mandate guardrails.
Normalised NAV trajectory vs modelled benchmark — last 36 monthly ticks.
Approved community reviews appear first when logged-in investors contribute; demo cards fill out the grid for illustration.
Authenticated users only. Submissions stay pending until an admin approves them — one review per fund per account.
Investor A
2026-05-15
Wish rolling returns were longer — still better than PDF brochures.
Investor B
2026-02-15
Clean disclosure layout — finally see TER and risk together.
Investor Y
2026-07-15
Charts load instantly on fibre — impressive polish.
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Growth
Research-only · No transactions