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

Close Ended Schemes(ELSS)ISIN INF903JA1526
NAV · 06-Jul-2026
₹32.3372
1M
+5.77%
6M
+8.25%
1Y (CAGR)
+6.19%
3Y (CAGR)
+16.38%
5Y (CAGR)
+18.55%
Since inception (CAGR)
+13.48%

NAV history

23.1526.5129.8704-07-202303-07-2026₹32.33
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Risk & SIP analytics

Q1 · TOP · 3Y in category
Volatility (3y)
16.82%
Downside dev (3y)
13.53%
Max drawdown (3y)
-24.1%
Sharpe (3y)
0.59
SIP XIRR (3y)
+11.57%
SIP XIRR (5y)
+16.15%
Calendar-year returns
2020 +18.4%2021 +74.4%2022 +4.3%2023 +49.8%2024 +13.3%2025 +1.6%

Fund facts

TER · AMFI officialDirect 1.07% · Regular 1.19% (2026-06-30)
Launch date27-Sep-2016
Min lumpsum500
AMCSundaram Asset Management Company Ltd