Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
★★★★★ monitor_heart Health Score: 63/100 · AverageSundaram Mutual Fund · Equity · Sectoral
₹108.12
AUM: ₹999 Cr
NAV updated about 22 hours ago
Plan
Direct
Option
Idcw
Risk
Very High
Expense Ratio
1.8%
Exit Load
Exit load of 0.5% if redeemed within 30 days
Fund Manager
S Krishnakumar, Madanagopal Ramu
Inception
Jan 2013
Benchmark
NIFTY Infrastructure Total Return Index
Sharpe Ratio
-0.06
Std Dev (1Y)
17.18%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-3.68%
3m
-0.38%
6m
+11.58%
1y
+5.56%
3y
+18.47%
5y
+17.6%
10y
+15.01%
since inception
+12.7%
rate_review TopFund's Take on Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) sits in the middle of the pack for Sectoral funds, currently carrying a 3-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 63/100.
Cost: At 1.8%, the expense ratio runs 71% above the Sectoral category average of 1.05%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.06 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 17.18% is fairly typical for actively managed equity funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
The current NAV (Net Asset Value) of Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is ₹108.12. NAV is updated every business day after market close by AMFI.
1Y: 5.56% · 3Y CAGR: 18.47% · 5Y CAGR: 17.6%
The expense ratio is 1.8% per annum — the annual fee deducted from your investment to cover fund management costs.
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is managed by S Krishnakumar, Madanagopal Ramu at Sundaram Mutual Fund.
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is a Very High risk fund. Suitable for aggressive investors with a 5+ year horizon.
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is a Sectoral fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is ₹1,000 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.