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← Sundaram Mutual Fund

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

Close Ended Schemes(ELSS)ISIN INF903JA1518
NAV · 06-Jul-2026
₹30.0344
1M
+5.76%
6M
+8.18%
1Y (CAGR)
+6.07%
3Y (CAGR)
+14.31%
5Y (CAGR)
+17.23%
Since inception (CAGR)
+12.58%

NAV history

22.3325.1527.9804-07-202303-07-2026₹30.03
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Risk & SIP analytics

Q3 · 3Y in category
Volatility (3y)
17.01%
Downside dev (3y)
13.86%
Max drawdown (3y)
-24.2%
Sharpe (3y)
0.46
SIP XIRR (3y)
+10.84%
SIP XIRR (5y)
+14.75%
Calendar-year returns
2020 +18.3%2021 +74.2%2022 +4.2%2023 +42.3%2024 +13.2%2025 +1.4%

Fund facts

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