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Sundaram Long Term Micro Cap Tax Advantage Fund Series VI

Sundaram Mutual Fund As of 2026-07-31
Holdings
40
Concentrated
Top 10 weight
44%
Concentration
Strategy data
N/A
Not reported
Equity
97%
Asset allocation

Portfolio

20Sectors 2Large positions 11.6%Top: Industrial Products 0.0%Cash

Market-cap allocation

Large cap3%
Mid cap5%
Small cap86%

Asset allocation

Equity97%

Top holdings

KSB LTDEQUITY
4.3%
3.6%
3.4%

AI Smart summary

Portfolio read

  • 97% equity.
  • 40 disclosed positions across 20 classified equity sectors.
  • Largest equity sector is Industrial Products at 11.6% of the portfolio.

Watchpoints

  • Small-cap exposure is 86%, which may increase volatility and liquidity risk.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

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Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Banks10.9%
Realty2.7%
Other 6 sectors11.6%