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

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
38
Aug 2026
Equity Holdings
₹35.40 Cr
Equity only, excl. debt & cash
AAUM
₹22.50 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
26.5%
Moderate
Top 10 Weight
43.9%
Moderate
Changes
39
1 new · 1 exits
Top Sector
Industrial Products
10.6% 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 made 1 new addition and exited 1 stock this month. The biggest new buy was Granules India Limited (Pharmaceuticals & Biotechnology) at 0.99% weight. PVR INOX Limited was the biggest exit (Entertainment), which was held at 2.30%. Among existing holdings, MTAR Technologies Limited saw the biggest increase — now at 6.47% of the portfolio. Shivalik Bimetal Controls Ltd was trimmed the most, now at 1.23%. Aster DM Healthcare Limited remains the top holding with Industrial Products the dominant sector at 10.6%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Industrial Products 11.6% 10.6% -1.0%
Banks 10.9% 10.4% -0.5%
Finance 9.4% 9.0% -0.3%
Consumer Durables 7.7% 8.1% +0.4%
Healthcare Services 7.9% 7.3% -0.7%
Aerospace & Defense 5.3% 6.5% +1.2%
IT - Services 5.5% 5.5% 0.0%
IT - Software 5.5% 5.5% +0.0%
Pharmaceuticals & Biotechnology 4.8% 5.3% +0.4%
Leisure Services 4.0% 4.9% +0.9%
🟢
Biggest New Buy
Granules India Limited
0.99% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
PVR INOX Limited
2.30% was held · Entertainment
Biggest Add
MTAR Technologies Limited
+1.20% · now 6.47%
Biggest Trim
Shivalik Bimetal Controls Ltd
-0.85% · now 1.23%
🤝 Other funds also bought this month
Granules India Limited 16 funds
Granules India Limited
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF
Sundaram Small Cap Fund Direct Plan - Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Plan - Growth + more
👋 Other funds also exited
PVR INOX Limited 18 funds
PVR INOX Limited
Kotak Special Opportunities Fund - Direct Plan - Growth Option
Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 1 New Entry 🔴 1 Exit ↑ 15 Increased ↓ 22 Decreased
#StockSectorWeight (Aug 2026)
1
Granules India Limited
₹36.64 L
Pharmaceuticals & Biotechnology 0.99%
#StockSectorLast Weight (Jul 2026)
1
PVR INOX Limited
₹84.74 L
Entertainment 2.30%
#StockSectorJul 2026Aug 2026Change
1
MTAR Technologies Limited
₹2.39 Cr
Aerospace & Defense 5.27% 6.47% +1.20%
2
Sapphire Foods India Limited
₹1.25 Cr
Leisure Services 2.68% 3.39% +0.71%
3
Greenpanel Industries Limited
₹1.09 Cr
Consumer Durables 2.42% 2.95% +0.53%
4
Brigade Enterprises Limited
₹1.15 Cr
Realty 2.75% 3.10% +0.35%
5
Kalpataru Projects International Limited
₹1.05 Cr
Construction 2.61% 2.83% +0.22%
6
Eternal Limited
₹1.04 Cr
Retailing 2.60% 2.82% +0.22%
7
ESAB India Ltd
₹92.83 L
Industrial Products 2.31% 2.51% +0.20%
8
PNB Housing Finance Limited
₹72.59 L
Finance 1.80% 1.96% +0.16%
9
Westlife Development Ltd
₹54.30 L
Leisure Services 1.31% 1.47% +0.16%
10
CSB Bank Limited
₹1.29 Cr
Banks 3.36% 3.49% +0.13%
#StockSectorJul 2026Aug 2026Change
1
Shivalik Bimetal Controls Ltd
₹45.45 L
Industrial Products 2.08% 1.23% -0.85%
2
Aster DM Healthcare Limited
₹2.69 Cr
Healthcare Services 7.92% 7.27% -0.65%
3
Ujjivan Small Finance Bank Limited
₹1.21 Cr
Banks 3.85% 3.28% -0.57%
4
Procter & Gamble Health Limited
₹1.06 Cr
Pharmaceuticals & Biotechnology 3.28% 2.86% -0.42%
5
TVS HOLDINGS LIMTED
₹93.56 L
Finance 2.82% 2.53% -0.29%
6
KSB Limited
₹1.49 Cr
Industrial Products 4.29% 4.04% -0.25%
7
JK Cement Limited
₹1.07 Cr
Cement & Cement Products 3.08% 2.90% -0.18%
8
Ganesha Ecosphere Limited
₹34.23 L
Textiles & Apparels 1.08% 0.93% -0.15%
9
Angel One Limited
₹1.30 Cr
Capital Markets 3.65% 3.51% -0.14%
10
Natco Pharma Limited
₹52.02 L
Pharmaceuticals & Biotechnology 1.54% 1.41% -0.13%

What Stocks Does This Fund Hold?

38 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹2.69 Cr
Healthcare Services
7.27%
2
₹2.39 Cr
Aerospace & Defense
6.47%
3
₹1.71 Cr
IT - Services
4.62%
4
₹1.53 Cr
IT - Software
4.14%
5
₹1.49 Cr
Industrial Products
4.04%
6
₹1.34 Cr
Banks
3.62%
7
₹1.30 Cr
Capital Markets
3.51%
8
₹1.29 Cr
Banks
3.49%
9
₹1.25 Cr
Leisure Services
3.39%
10
₹1.22 Cr
Consumer Durables
3.31%
🏆 Top stocks held by Equity funds
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🏦 Sundaram Mutual Fund — Portfolio & Holdings
See all funds managed by Sundaram Mutual Fund — conviction stocks, monthly entries & exits

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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