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

Close Ended Schemes(ELSS)ISIN INF903JA1443
NAV · 06-Jul-2026
₹37.4162
1M
+5.77%
6M
+8.46%
1Y (CAGR)
+6.18%
3Y (CAGR)
+16.30%
5Y (CAGR)
+18.34%
Since inception (CAGR)
+14.70%

NAV history

26.8330.7134.5904-07-202303-07-2026₹37.41
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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)
0.58
SIP XIRR (3y)
+11.49%
SIP XIRR (5y)
+16.01%
Calendar-year returns
2020 +19.4%2021 +71.5%2022 +4.7%2023 +49.4%2024 +13.5%2025 +0.9%

Fund facts

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