Can I invest in SIP and Lumpsum in Sundaram LT MC Tax Advantage Fund-Sr.VI (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in Sundaram LT MC Tax Advantage Fund-Sr.VI (G). Minimum lumpsum investment Sundaram LT MC Tax Advantage Fund-Sr.VI (G) is ₹500 and minimum SIP amount is 0% . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Sundaram LT MC Tax Advantage Fund-Sr.VI (G) Direct Growth?

The latest NAV ( Net Asset Value ) of Sundaram LT MC Tax Advantage Fund-Sr.VI (G) is Sundaram LT MC Tax Advantage Fund-Sr.VI (G) is ₹26.74 as on 2025-06-16.

Which are the biggest stock holdings of Sundaram LT MC Tax Advantage Fund-Sr.VI (G)?

The 5 biggest stock holdings of Sundaram LT MC Tax Advantage Fund-Sr.VI (G) are: Aster DM Health. (5.46%), Multi Comm. Exc. (5.42%), KSB (5.30%), Safari Inds. (5.14%), Affle 3i (5.09%)

What are the top sectors Sundaram LT MC Tax Advantage Fund-Sr.VI (G) invests in?

A majority of Sundaram LT MC Tax Advantage Fund-Sr.VI (G) 's AUM worth ₹36.39 (Cr) is invested in these 3 top sectors: Industrial Products : 13.73% Consumer Durables : 9.85% Banks : 9.67%

Mutual Funds
AMC
Sundaram LT MC Tax Advantage Fund-Sr.VI (G)

Sundaram LT MC Tax Advantage Fund-Sr.VI (G)

ELSS

Invest Now

NAV
26.74(0.24%)
Fund Size (CR)
₹36.39
Expense Ratio
1.42
Scheme Type
Active Fund
Value Research

Min. investment
₹500
Minimum Additional Investment
₹0
Minimum SIP Investment
₹undefined
Minimum Withdrawal
₹1
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
13.49%

Absolute Return: 23.08%

Annualized Return: 0%

Basic Details

Scheme Manager

Rohit Seksaria

Bench Mark

Nifty Smallcap 100 TRI

Type

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	6 June 2025	10023.00	0.23%	-	-0.86%	15/217
1 Month	13 May 2025	10898.33	8.98%	-	3.58%	15/217
3 Month	13 March 2025	12229.54	22.30%	-	14.41%	18/217
6 Month	13 December 2024	9731.59	-2.68%	-	-3.24%	99/213
1 Year	13 June 2024	10251.27	2.51%	2.51%	4.39%	143/213
3 Year	13 June 2022	19844.59	98.45%	25.64%	22.20%	27/203
5 Year	12 June 2020	48122.14	381.22%	36.87%	25.82%	3/203
Since Inception	4 October 2017	26481.32	164.81%	13.49%	15.84%	178/217

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 July 2024	1,20,000	126097.51	5.08%	5.08%
3 Year	1 July 2022	3,60,000	478952.13	33.04%	9.98%
5 Year	1 July 2020	6,00,000	1118625.06	86.44%	13.27%
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.77%

Standard Deviation

0.73%

Beta

0.94%

Sharpe Ratio

0.01%

Treynor's Ratio

1.48%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Aster DM Health.	5.46%	35553	1.99	Equity	Healthcare
Multi Comm. Exc.	5.42%	2986	1.97	Equity	Financial Services
KSB	5.30%	22800	1.93	Equity	Capital Goods-Non Electrical Equipment
Safari Inds.	5.14%	8097	1.87	Equity	Plastic products
Affle 3i	5.09%	10679	1.85	Equity	IT - Software
Angel One	4.97%	5956	1.81	Equity	Stock/ Commodity Brokers
Sapphire Foods	4.67%	53380	1.70	Equity	Quick Service Restaurant
CSB Bank	3.76%	37549	1.37	Equity	Banks
Ujjivan Small	3.53%	298383	1.28	Equity	Banks
J K Cements	3.42%	2267	1.25	Equity	Cement

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
SBI Long Term Advantage Fund-Series V -Dir (IDCW)	381.32	5.34%	21.46%	6.72%	28.18%	27.21%
SBI Long Term Advantage Fund - Series V -Dir (G)	381.32	5.34%	21.46%	6.72%	28.18%	27.21%
Parag Parikh ELSS Tax Saver Fund - Direct (G)	5294.26	3.31%	11.18%	2.61%	14.08%	23.28%
HSBC Tax Saver Equity Fund - Direct (G)	244.42	3.97%	17.91%	-3.79%	13.46%	25.07%
HSBC Tax Saver Equity Fund - Direct (IDCW)	244.42	3.97%	17.91%	-3.79%	13.46%	25.11%

List of Schemes under Sundaram Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
Sundaram Aggressive Hybrid Fund	Hybrid	High	7.47%	3	₹6,146.43
Sundaram Liquid Fund	Debt	Moderate	7.37%	5	₹6,288.20
Sundaram Low Duration Fund	Debt	Moderate	8.66%	5	₹398.40
Sundaram Equity Savings Fund	Hybrid	Moderate	9.49%	0	₹1,049.28
Sundaram Dividend Yield Fund	Equity	Very High	0.9%	0	₹894.70
Sundaram Multi Cap Fund	Equity	Very High	5.34%	2	₹2,773.02
Sundaram Nifty 100 Equal Weight Fund	Other	Very High	0.32%	4	₹106.22
Sundaram Focused Fund	Equity	Very High	2.95%	3	₹1,080.96
Sundaram Ultra Short Duration Fund	Debt	Moderately Low	8%	5	₹2,550.51
Sundaram Balanced Advantage Fund	Hybrid	High	7.96%	4	₹1,563.39
Sundaram Short Duration Fund	Debt	Moderate	9.75%	4	₹214.18
Sundaram ELSS Tax Saver Fund	Equity	Very High	5.21%	3	₹1,359.13
Sundaram Medium Duration Fund	Debt	Moderate	8.52%	1	₹43.10
Sundaram Large and Mid Cap Fund	Equity	Very High	3.94%	2	₹6,671.01
Sundaram Corporate Bond Fund	Debt	Moderately Low	9.63%	3	₹718.88
Sundaram Banking & PSU Fund	Debt	Moderately Low	9.47%	3	₹471.42
Sundaram Global Brand Theme - Equity Active FoF	Other	Very High	13.64%	0	₹117.67
Sundaram Conservative Hybrid Fund	Hybrid	Moderate	7.44%	3	₹27.30
Sundaram Small Cap Fund	Equity	Very High	6.26%	3	₹3,310.65
Sundaram Mid Cap Fund	Equity	Very High	9%	4	₹12,344.49
Sundaram Infrastructure Advantage Fund	Equity	Very High	-0.93%	2	₹951.58
Sundaram Fin Serv Opportunities	Equity	Very High	10.9%	4	₹1,547.94
Sundaram Consumption Fund	Equity	Very High	7.31%	3	₹1,548.26
Sundaram Diversified Equity	Equity	Very High	5.22%	0	₹1,487.52
Sundaram Long Term Tax Advantage Fund-Sr.II	Equity	Very High	5.17%	0	₹13.08
Sundaram Arbitrage Fund	Hybrid	Moderately Low	7.69%	2	₹299.25
Sundaram LT MC Tax Advantage Fund - Sr.III	Equity	Very High	1.41%	0	₹75.97
Sundaram LT MC Tax Advantage Fund - Sr.IV	Equity	Very High	1.93%	0	₹35.83
Sundaram LT MC Tax Advantage Fund - Sr.V	Equity	Very High	2.8%	0	₹30.17
Sundaram LT MC Tax Advantage Fund - Sr.VI	Equity	Very High	2.77%	0	₹36.39
Sundaram LT Tax Advantage Fund - Sr.III	Equity	Very High	1.84%	0	₹33.41
Sundaram LT Tax Advantage Fund - Sr.IV	Equity	Very High	2.03%	0	₹21.83
Sundaram Services Fund	Equity	Very High	17.38%	0	₹4,161.11
Sundaram Money Market Fund	Debt	Low	8.19%	3	₹1,355.66
Sundaram Overnight Fund	Debt	Low	6.47%	3	₹801.18
Sundaram Large Cap Fund	Equity	Very High	4.81%	3	₹3,396.32
Sundaram Flexi Cap Fund	Equity	Very High	8.45%	0	₹2,055.33
Sundaram Multi Asset Allocation Fund	Hybrid	Very High	12.72%	0	₹2,625.23
Sundaram Business Cycle Fund	Equity	Very High	0%	0	₹1,756.07

News

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Sundaram Mutual Fund has announced 17 June 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250
Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350
Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115
Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140
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Sundaram Mutual Fund announces change in fund manager under its schemes

Sundaram Mutual Fund has announced change in fund manager under the following schemes, with effect from 02 June 2025.

Change in Fund Manager:

Scheme Name	Existing Fund Manager(s)	New Fund Manager(s)
Sundaram Focused Fund	Ashwin Jain & Bharath S	Ashwin Jain
Sundaram Large Cap Fund	Ashwin Jain & Bharath S	Ashwin Jain
Sundaram Flexi Cap Fund	Sudhir Kedia, BharathS, Dwijendra Srivastava Patanjali Srinivasan	BharathS, Dwijendra Srivastava & Patanjali Srinivasan
Sundaram ELSS Tax Saver Fund	Sudhir Kedia & Rohit Seksaria	BharathS & Rohit Seksaria
Sundaram Dividend Equity Fund	Sudhir Kedia & Rohit Seksaria	BharathS & Rohit Seksaria
Sundaram Equity Savings Fund	Sudhir Kedia & Rohit Seksaria & Dwijendra Srivastava	Clyton Richard Fernandes, Rohit Seksaria Dwijendra Srivastava
Sundaram Services Fund	Rohit Seksaria, Bharath S & Patanjali Srinivasan	Rohit Seksaria & Patanjali Srinivasan
Sundaram Financial Services Opportunities Fund	Rohit Seksaria, & Ashish Aggarwal	Rohit Seksaria
Sundaram Infrastructure Advantage Fund	Ashish Aggarwal & Ratish B. Varier	Ashish Aggarwal
Sundaram Dividend Yield Fund	Ashish Aggarwal & Ratish B. Varier	Ashish Aggarwal
Sundaram Business Cycle Fund	Ratish B. Varier, Bharath S, Dwijendra Srivastava, Sandeep Agarwal & Patanjali Srinivasan	Ratish B. Varier, Bharath S, Dwijendra Srivastava, Sandeep Agarwal & Patanjali Srinivasan
Sundaram Multi Cap Fund	Sudhir Kedia & Ratish B. Varier	Ratish B. Varier
Sundaram Long Term Tax Advantage Series 11-V	Sudhir Kedia, Rohit Seksaria	Rohit Seksaria
Sundaram Long Term Micro-Cap Tax Advantage Fund 111- V1	Sudhir Kedia, Rohit Seksaria	Rohit Seksaria

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Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Sundaram Mutual Fund has announced 16 May 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250
Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350
Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115
Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140
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Fund House Details & Investment Objective

Date of Incorporation

23 June 2017

Total AUM (Cr)

₹36.39

Sundaram LT MC Tax Advantage Fund-Sr.VI (G) is an ELSS-oriented fund from the renowned AMC, Sundaram Mutual Fund. Launched in 23 June 2017, this fund is managed by Rohit Seksaria. With assets under management (AUM) worth ₹36.39 (Cr), as of 16 June 2025, Sundaram LT MC Tax Advantage Fund-Sr.VI (G) is categorized as a ELSS within its segment. The fund has generated a return of 13.49% since its launch.
The current NAV of Sundaram LT MC Tax Advantage Fund-Sr.VI (G) is ₹26.74, as on 16 June 2025. The fund's benchmark index is Nifty Smallcap 100 TRI. You can invest in Sundaram LT MC Tax Advantage Fund-Sr.VI (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is - while the minimum lumpsum investment is ₹500.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated 25.64% and 36.87% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 95.88% in Equity, 4.07% in Debt and 0.05% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 13.73% in Industrial Products, 9.85% in Consumer Durables, 9.67% in Banks, 9.30% in Capital Markets, 6.86% in Leisure Services

FAQs

How to Invest in Sundaram LT MC Tax Advantage Fund-Sr.VI (G) Direct Growth?

Sundaram LT MC Tax Advantage Fund-Sr.VI (G) is a popular fund in the ELSS segment. The fund has generated a return of 13.49% since inception. Looking to invest in Sundaram LT MC Tax Advantage Fund-Sr.VI (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Sundaram LT MC Tax Advantage Fund-Sr.VI (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Sundaram LT MC Tax Advantage Fund-Sr.VI (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Sundaram LT MC Tax Advantage Fund-Sr.VI (G) today and reap the benefits of this ELSS fund!

How much returns has Sundaram LT MC Tax Advantage Fund-Sr.VI (G) Direct Growth generated?

In the short term, i.e., 1 year, Sundaram LT MC Tax Advantage Fund-Sr.VI (G) has generated annualised return of 2.51%. In the long-term, the fund has generated 25.64% and 36.87% in 3 and 5 years respectively. Since its inception, the fund has generated 13.49% returns.

What is the expense ratio of Sundaram LT MC Tax Advantage Fund-Sr.VI (G) Direct Growth?

The expense ratio of Sundaram LT MC Tax Advantage Fund-Sr.VI (G) Direct Growth is 1.42%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Sundaram LT MC Tax Advantage Fund-Sr.VI (G) Fund Direct Growth?

The Assets Under Management (AUM) of Sundaram LT MC Tax Advantage Fund-Sr.VI (G) is ₹36.39 (Cr) as of 2025-06-16 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Sundaram LT MC Tax Advantage Fund-Sr.VI (G) Direct Growth?

Redeeming or selling units of Sundaram LT MC Tax Advantage Fund-Sr.VI (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Sundaram LT MC Tax Advantage Fund-Sr.VI (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Sundaram LT MC Tax Advantage Fund-Sr.VI (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).