SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular: NAV, Returns and Maturity Status Compared
- July 23, 2026
- Posted by: Neeraj Pandey
- Category: Mutual Funds
SBI Long Term Advantage Fund – Series VI NAV Rs 32.0297, 15.64% CAGR since 2018. Sundaram Long Term Micro Cap Tax Ad NAV Rs 28.9608, 12.76% CAGR since 2017.
SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular compares two schemes that are both still active today. SBI Long Term Advantage Fund – Series VI carries a current NAV of Rs 32.0297 per the latest AMFI data, while the comparison fund in this article stands at Rs 28.9608, and both continue to compound investor money toward their eventual maturity.
That difference shapes what SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular means for you. If you hold units in either scheme, the lock in period has ended, so the choice is between redeeming now, holding until maturity, or reallocating toward an open ended ELSS fund that accepts fresh money and runs a SIP.
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SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular: Quick Comparison Table
The table below sets out SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular on structure, NAV and verified returns computed from official AMFI NAV history.
| Parameter | SBI Long Term Advantage Fund – Series VI | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan |
|---|---|---|
| Fund house | SBI Mutual Fund | Sundaram Mutual Fund |
| Category | Close ended ELSS | Close ended ELSS |
| Units allotted | 2018 | 2017 |
| Current status | Live, matures around 2028 | Live, matures around 2027 |
| Latest / final NAV | Rs 32.0297 | Rs 28.9608 |
| CAGR since launch | 15.64% per year | 12.76% per year |
| Total return since launch | About 219.2% | About 187.5% |
| Lock in | 3 years (already over) | 3 years (already over) |
| Fresh investment allowed | No, NFO only scheme | No, NFO only scheme |
SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular: NAV and Live Performance
The SBI Long Term Advantage Fund – Series VI side of SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular has compounded investor money at 15.64 percent per year since units were allotted in 2018, a total gain of about 219.2 percent to date. Based on AMFI NAV history, it has also delivered a 3 year CAGR of 11.84 percent and a 5 year CAGR of 14.02 percent.
The comparison fund in SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular, Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan, has compounded at 12.76 percent per year since 2017, a total return of about 187.5 percent and is still adding to that figure today.
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SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular: Maturity and Investment Status
Structurally, SBI Long Term Advantage Fund – Series VI is a close ended ELSS. It accepted money only during its 2018 new fund offer, gave investors Section 80C tax benefits, and imposed a three year lock in. Since that lock in ended, unitholders have been free to redeem on any business day at NAV, and any units still outstanding will be compulsorily redeemed around 2028 at maturity.
The comparison fund in SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular followed the same structure. It remains live and unitholders can redeem freely at the current NAV of Rs 28.9608 at any time before its eventual maturity.
SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular: Which Fund Performed Better
On pure lifetime CAGR, SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular tilts toward SBI Long Term Advantage Fund – Series VI, which has compounded at 15.64 percent per year versus 12.76 percent per year for the other scheme. Entry and exit timing plays a real role here since ELSS NFOs launched in different market cycles naturally show different lifetime returns.
Total wealth created can tell a different story than annualised CAGR in SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular. A scheme that has stayed invested longer compounds a larger absolute gain even at a lower annual rate, while a matured scheme locks in its return the moment it closes and forces the investor to find a new home for that money, which carries its own reinvestment risk.
The honest verdict from SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular is that both schemes broadly did their job as Section 80C tax savers. Each one delivered a healthy multi year return well ahead of inflation. The bigger lesson from SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular sits in the close ended structure itself, not in which fund edged ahead.
SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular: Key Takeaways for Tax Saving Investors
Close ended ELSS schemes, as SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular shows, are largely a discontinued category today. You cannot add money after the NFO, you cannot run a SIP, and your exit at maturity may or may not land in a favourable market. Open ended ELSS funds solve all three problems while offering the same Section 80C benefit and the same three year lock in per instalment.
If you still hold either fund from SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular, review it the way you would any equity fund. The lock in is over on both sides, so the choice between redeeming now and holding until maturity should rest on your goals, your tax situation on gains, and whether the money has a better destination. A SEBI registered investment adviser can help you weigh that call against your full portfolio.
Many investors researching SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular also want to know how the lock in and tax treatment compare before deciding where to hold their money.
For a reader evaluating SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular, the NAV figures above are the fastest way to see which scheme has compounded faster to date.
SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular is a useful reference point whenever either scheme comes up in a broader ELSS portfolio review.
Anyone tracking SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular should note that neither scheme is open for new lump sum or SIP investment today.
The comparison in SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular is most useful for existing unitholders deciding whether to redeem, hold, or reinvest elsewhere.
SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular also matters for investors comparing Section 80C options across different fund houses before their next tax filing.
Reviewing SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular periodically helps existing unitholders track how each scheme is progressing relative to its own history.
Many investors researching SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular also want to know how the lock in and tax treatment compare before deciding where to hold their money.
For a reader evaluating SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular, the NAV figures above are the fastest way to see which scheme has compounded faster to date.
SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular is a useful reference point whenever either scheme comes up in a broader ELSS portfolio review.
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Conclusion
SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular ultimately does not favour one fund by a wide margin. SBI Long Term Advantage Fund – Series VI shows a verified CAGR of 15.64 percent since 2018, while the comparison fund has compounded at 12.76 percent since 2017. Neither side of SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular accepts fresh money today, so for new tax saving investment in FY 2026-27, an open ended ELSS with a consistent track record is the practical route. Historically, disciplined ELSS investing has rewarded patience, but always consult a SEBI registered adviser before acting.
Disclaimer: Data and figures in this article are sourced from publicly available information. These may or may not be accurate. Please verify all data with the official NSE (nseindia.com) and BSE (bseindia.com) websites before making any investment decision. Investments in securities are subject to market risk. This content is for educational purposes only and is not investment advice by Univest (SEBI RA INH000013776).
FAQs on SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular
In SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular, which fund performed better?
Ans. On lifetime CAGR, SBI Long Term Advantage Fund – Series VI finished ahead at about 15.64 percent per year, versus 12.76 percent per year for the other scheme in this comparison. Total wealth created can still favour the scheme that has stayed invested longer, even at a lower annual rate.
What is the latest NAV of SBI Long Term Advantage Fund – Series VI in SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular?
Ans. The latest NAV of SBI Long Term Advantage Fund – Series VI is Rs 32.0297, per official AMFI data, declared on the most recent NAV date.
Is the comparison fund in SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular still active?
Ans. Yes, it continues to publish a daily NAV of Rs 28.9608 per the latest AMFI data and remains open for redemption at any time.
Can I invest in either fund from SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular today?
Ans. No fresh investment is possible in either scheme covered in SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular. Both are close ended ELSS schemes that accepted subscriptions only during their respective new fund offers, and neither is accepting or holding new investor money now.
What type of fund is SBI Long Term Advantage Fund – Series VI?
Ans. SBI Long Term Advantage Fund – Series VI is a close ended equity linked savings scheme, or ELSS, from SBI Mutual Fund. Investments made during its NFO qualified for Section 80C tax deduction and carried a three year lock in period.
What returns has SBI Long Term Advantage Fund – Series VI delivered?
Ans. SBI Long Term Advantage Fund – Series VI has compounded at roughly 15.64 percent per year since its 2018 launch, a total gain of about 219.2 percent, with a 3 year CAGR of 11.84 percent per the latest AMFI NAV history.
What happened to investors in the SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular comparison at maturity?
Ans. Neither scheme in SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular has matured yet, so no compulsory redemption has taken place on either side; both remain open for voluntary redemption at the current NAV.
What is the key takeaway from SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular?
Ans. The key takeaway from SBI Long Term Advantage Fund – Series VI vs Sundaram Micro Cap Series VI Regular is that close ended ELSS schemes cannot take fresh money after their NFO, so investors comparing them today should treat this as a reference case rather than a live investment choice. An open ended ELSS fund with a consistent long term record is the practical route for new tax saving investment.
