← Sundaram Mutual Fund

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

Equity Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
39
Jun 2026
Equity Holdings
₹36.03 Cr
Equity only, excl. debt & cash
Top 5 Weight
27.4%
Moderate
Top 10 Weight
45.1%
Moderate
Changes
40
0 new · 1 exits
Top Sector
Industrial Products
12.1% of portfolio
📋 What Happened This Month Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan exited 1 stock from its portfolio this month. Neogen Chemicals Limited was the biggest exit (Chemicals & Petrochemicals), which was held at 1.68%. Among existing holdings, Brigade Enterprises Limited saw the biggest increase — now at 2.36% of the portfolio. MTAR Technologies Limited was trimmed the most, now at 6.98%. Aster DM Healthcare Limited remains the top holding with Industrial Products the dominant sector at 12.1%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Apr 2026 May 2026
Sector Prev Curr Delta
Industrial Products 13.1% 12.6% -0.5%
Banks 10.3% 10.1% -0.2%
Finance 9.5% 9.3% -0.2%
Consumer Durables 8.6% 8.3% -0.3%
Aerospace & Defense 6.0% 7.4% +1.4%
Healthcare Services 6.8% 7.2% +0.3%
IT - Services 5.1% 5.3% +0.2%
IT - Software 4.4% 4.8% +0.5%
Pharmaceuticals & Biotechnology 4.5% 4.8% +0.3%
Capital Markets 3.8% 4.2% +0.4%
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%
🔴
Biggest Exit
Neogen Chemicals Limited
1.68% was held · Chemicals & Petrochemicals
Biggest Add
Brigade Enterprises Limited
+1.00% · now 2.36%
Biggest Trim
MTAR Technologies Limited
-0.40% · now 6.98%
👋 Other funds also exited
Neogen Chemicals Limited 5 funds
Neogen Chemicals Limited
Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Plan - Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🔴 1 Exit ↑ 21 Increased ↓ 18 Decreased
#StockSectorLast Weight (May 2026)
1
Neogen Chemicals Limited
₹61.04 L
Chemicals & Petrochemicals 1.68%
#StockSectorMay 2026Jun 2026Change
1
Brigade Enterprises Limited
₹87.53 L
Realty 1.36% 2.36% +1.00%
2
Rategain Travel Technologies Limited
₹1.47 Cr
IT - Software 3.36% 3.96% +0.60%
3
EID Parry India Limited
₹42.99 L
Food Products 0.73% 1.16% +0.43%
4
Aster DM Healthcare Limited
₹2.79 Cr
Healthcare Services 7.15% 7.52% +0.37%
5
VENUS PIPES & TUBES LTD
₹53.35 L
Industrial Products 1.19% 1.44% +0.25%
6
Ujjivan Small Finance Bank Limited
₹1.17 Cr
Banks 2.97% 3.16% +0.19%
7
Equitas Small Finance Bank Limited
₹1.36 Cr
Banks 3.50% 3.68% +0.18%
8
Landmark Cars Limited
₹52.85 L
Automobiles 1.26% 1.43% +0.17%
9
Safari Industries India Ltd
₹1.29 Cr
Consumer Durables 3.36% 3.48% +0.12%
10
Aavas Financiers Limited
₹41.06 L
Finance 1.00% 1.11% +0.11%
#StockSectorMay 2026Jun 2026Change
1
MTAR Technologies Limited
₹2.59 Cr
Aerospace & Defense 7.38% 6.98% -0.40%
2
ESAB India Ltd
₹86.75 L
Industrial Products 2.73% 2.34% -0.39%
3
Affle 3i Limited
₹1.52 Cr
IT - Services 4.31% 4.09% -0.22%
4
CSB Bank Limited
₹1.28 Cr
Banks 3.66% 3.44% -0.22%
5
RHI Magnesita India Limited
₹52.06 L
Industrial Products 1.59% 1.40% -0.19%
6
KSB Limited
₹1.77 Cr
Industrial Products 4.97% 4.79% -0.18%
7
Angel One Limited
₹1.49 Cr
Capital Markets 4.21% 4.03% -0.18%
8
Natco Pharma Limited
₹57.57 L
Pharmaceuticals & Biotechnology 1.73% 1.55% -0.18%
9
Birlasoft Limited
₹48.22 L
IT - Software 1.48% 1.30% -0.18%
10
R Systems International Limited
₹30.04 L
IT - Services 0.94% 0.81% -0.13%

What Stocks Does This Fund Hold?

39 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹2.79 Cr
Healthcare Services
7.52%
2
₹2.59 Cr
Aerospace & Defense
6.98%
3
₹1.77 Cr
Industrial Products
4.79%
4
₹1.52 Cr
IT - Services
4.09%
5
₹1.49 Cr
Capital Markets
4.03%
6
₹1.47 Cr
IT - Software
3.96%
7
₹1.36 Cr
Banks
3.68%
8
₹1.29 Cr
Consumer Durables
3.48%
9
₹1.28 Cr
Banks
3.44%
10
₹1.17 Cr
Banks
3.16%
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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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