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← Sundaram Mutual Fund

Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Plan - Growth

Close Ended Schemes(ELSS)ISIN INF903JA1427
NAV · 06-Jul-2026
₹36.2584
1M
+5.75%
6M
+8.34%
1Y (CAGR)
+5.96%
3Y (CAGR)
+16.07%
5Y (CAGR)
+18.12%
Since inception (CAGR)
+14.33%

NAV history

26.1129.8333.5504-07-202303-07-2026₹36.25
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Risk & SIP analytics

Q2 · 3Y in category
Volatility (3y)
16.90%
Downside dev (3y)
13.63%
Max drawdown (3y)
-24.5%
Sharpe (3y)
0.57
SIP XIRR (3y)
+11.27%
SIP XIRR (5y)
+15.79%
Calendar-year returns
2020 +19.2%2021 +71.3%2022 +4.6%2023 +49.1%2024 +13.3%2025 +0.7%

Fund facts

TER · AMFI officialDirect 1.00% · Regular 1.19% (2026-06-30)
Launch date08-Aug-2016
Min lumpsum500
AMCSundaram Asset Management Company Ltd