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← Sundaram Mutual Fund

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

Close Ended Schemes(ELSS)ISIN INF903JA1534
NAV · 06-Jul-2026
₹30.7784
1M
+5.77%
6M
+8.25%
1Y (CAGR)
+6.19%
3Y (CAGR)
+14.48%
5Y (CAGR)
+17.39%
Since inception (CAGR)
+12.87%

NAV history

22.8125.7328.6504-07-202303-07-2026₹30.77
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Risk & SIP analytics

Q3 · 3Y in category
Volatility (3y)
17.00%
Downside dev (3y)
13.84%
Max drawdown (3y)
-24.1%
Sharpe (3y)
0.47
SIP XIRR (3y)
+10.98%
SIP XIRR (5y)
+14.91%
Calendar-year returns
2020 +18.4%2021 +74.4%2022 +4.3%2023 +42.6%2024 +13.3%2025 +1.6%

Fund facts

Launch date27-Sep-2016
Min lumpsum500
AMCSundaram Asset Management Company Ltd