← Sundaram Mutual Fund

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
38
Jul 2026
Equity Holdings
₹35.91 Cr
Equity only, excl. debt & cash
AAUM
₹22.50 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
26.1%
Moderate
Top 10 Weight
44.1%
Moderate
Changes
38
0 new · 1 exits
Top Sector
Industrial Products
11.6% of portfolio
Launch Date
23 Jun 2017
9 years old

AAUM (Average Assets Under Management) of ₹22.50 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan exited 1 stock from its portfolio this month. Butterfly Gandhimathi Appliances Ltd was the biggest exit (Consumer Durables), which was held at 0.65%. Among existing holdings, Ujjivan Small Finance Bank Limited saw the biggest increase — now at 3.85% of the portfolio. MTAR Technologies Limited was trimmed the most, now at 5.27%. Aster DM Healthcare Limited remains the top holding with Industrial Products the dominant sector at 11.6%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Industrial Products 12.6% 12.1% -0.5%
Banks 10.1% 10.3% +0.2%
Finance 9.3% 9.5% +0.1%
Consumer Durables 8.3% 8.3% +0.0%
Healthcare Services 7.2% 7.5% +0.4%
Aerospace & Defense 7.4% 7.0% -0.4%
IT - Software 4.8% 5.3% +0.4%
IT - Services 5.3% 4.9% -0.4%
Pharmaceuticals & Biotechnology 4.8% 4.7% -0.1%
Capital Markets 4.2% 4.0% -0.2%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Industrial Products 12.1% 11.6% -0.5%
Banks 10.3% 10.9% +0.6%
Finance 9.5% 9.4% -0.1%
Healthcare Services 7.5% 7.9% +0.4%
Consumer Durables 8.3% 7.7% -0.6%
IT - Services 4.9% 5.5% +0.6%
IT - Software 5.3% 5.5% +0.2%
Aerospace & Defense 7.0% 5.3% -1.7%
Pharmaceuticals & Biotechnology 4.7% 4.8% +0.1%
Leisure Services 3.9% 4.0% +0.1%
🔴
Biggest Exit
Butterfly Gandhimathi Appliances Ltd
0.65% was held · Consumer Durables
Biggest Add
Ujjivan Small Finance Bank Limited
+0.69% · now 3.85%
Biggest Trim
MTAR Technologies Limited
-1.71% · now 5.27%
👋 Other funds also exited
Butterfly Gandhimathi Appliances Ltd 5 funds
Butterfly Gandhimathi Appliances Ltd
Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Growth
Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🔴 1 Exit ↑ 23 Increased ↓ 14 Decreased
#StockSectorLast Weight (Jun 2026)
1
Butterfly Gandhimathi Appliances Ltd
₹24.18 L
Consumer Durables 0.65%
#StockSectorJun 2026Jul 2026Change
1
Ujjivan Small Finance Bank Limited
₹1.42 Cr
Banks 3.16% 3.85% +0.69%
2
Affle 3i Limited
₹1.69 Cr
IT - Services 4.09% 4.59% +0.50%
3
Aster DM Healthcare Limited
₹2.92 Cr
Healthcare Services 7.52% 7.92% +0.40%
4
Brigade Enterprises Limited
₹1.01 Cr
Realty 2.36% 2.75% +0.39%
5
PVR INOX Limited
₹84.74 L
Entertainment 1.94% 2.30% +0.36%
6
Eternal Limited
₹95.90 L
Retailing 2.26% 2.60% +0.34%
7
Landmark Cars Limited
₹65.31 L
Automobiles 1.43% 1.77% +0.34%
8
Ganesha Ecosphere Limited
₹39.66 L
Textiles & Apparels 0.82% 1.08% +0.26%
9
TVS HOLDINGS LIMTED
₹1.04 Cr
Finance 2.61% 2.82% +0.21%
10
Procter & Gamble Health Limited
₹1.21 Cr
Pharmaceuticals & Biotechnology 3.13% 3.28% +0.15%
#StockSectorJun 2026Jul 2026Change
1
MTAR Technologies Limited
₹1.94 Cr
Aerospace & Defense 6.98% 5.27% -1.71%
2
KSB Limited
₹1.58 Cr
Industrial Products 4.79% 4.29% -0.50%
3
Angel One Limited
₹1.35 Cr
Capital Markets 4.03% 3.65% -0.38%
4
Elecon Engineering Company Limited
₹38.48 L
Electrical Equipment 1.32% 1.04% -0.28%
5
Kalpataru Projects International Limited
₹96.27 L
Construction 2.76% 2.61% -0.15%
6
Cholamandalam Financial Holdings Limited
₹62.98 L
Finance 1.83% 1.71% -0.12%
7
Can Fin Homes Limited
₹75.00 L
Finance 2.14% 2.03% -0.11%
8
Aavas Financiers Limited
₹36.71 L
Finance 1.11% 1.00% -0.11%
9
CSB Bank Limited
₹1.24 Cr
Banks 3.44% 3.36% -0.08%
10
Safari Industries India Ltd
₹1.26 Cr
Consumer Durables 3.48% 3.42% -0.06%

What Stocks Does This Fund Hold?

38 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹2.92 Cr
Healthcare Services
7.92%
2
₹1.94 Cr
Aerospace & Defense
5.27%
3
₹1.69 Cr
IT - Services
4.59%
4
₹1.58 Cr
Industrial Products
4.29%
5
₹1.50 Cr
IT - Software
4.07%
6
₹1.42 Cr
Banks
3.85%
7
₹1.36 Cr
Banks
3.69%
8
₹1.35 Cr
Capital Markets
3.65%
9
₹1.26 Cr
Consumer Durables
3.42%
10
₹1.24 Cr
Banks
3.36%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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