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← Sundaram Mutual Fund

Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)

Close Ended Schemes(ELSS)ISIN INF903JA1450
NAV · 06-Jul-2026
₹32.8126
1M
+5.77%
6M
+8.46%
1Y (CAGR)
+6.18%
3Y (CAGR)
+14.41%
5Y (CAGR)
+17.19%
Since inception (CAGR)
+13.14%

NAV history

24.3527.4630.5704-07-202303-07-2026₹32.80
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Risk & SIP analytics

Q3 · 3Y in category
Volatility (3y)
17.08%
Downside dev (3y)
13.95%
Max drawdown (3y)
-24.5%
Sharpe (3y)
0.46
SIP XIRR (3y)
+10.91%
SIP XIRR (5y)
+14.79%
Calendar-year returns
2020 +19.4%2021 +71.5%2022 +4.7%2023 +42.2%2024 +13.5%2025 +0.9%

Fund facts

Launch date08-Aug-2016
Min lumpsum500
AMCSundaram Asset Management Company Ltd