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← Sundaram Mutual Fund

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

Close Ended Schemes(ELSS)ISIN INF903JA1500
NAV · 06-Jul-2026
₹31.5890
1M
+5.76%
6M
+8.18%
1Y (CAGR)
+6.07%
3Y (CAGR)
+16.25%
5Y (CAGR)
+18.42%
Since inception (CAGR)
+13.19%

NAV history

22.6725.9429.2004-07-202303-07-2026₹31.58
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Risk & SIP analytics

Q2 · 3Y in category
Volatility (3y)
16.82%
Downside dev (3y)
13.53%
Max drawdown (3y)
-24.2%
Sharpe (3y)
0.58
SIP XIRR (3y)
+11.44%
SIP XIRR (5y)
+16.01%
Calendar-year returns
2020 +18.3%2021 +74.2%2022 +4.2%2023 +49.6%2024 +13.2%2025 +1.4%

Fund facts

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