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← Sundaram Mutual Fund

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

Close Ended Schemes(ELSS)ISIN INF903JA1948
NAV · 06-Jul-2026
₹29.2416
1M
+5.82%
6M
+8.14%
1Y (CAGR)
+6.28%
3Y (CAGR)
+14.98%
5Y (CAGR)
+16.57%
Since inception (CAGR)
+12.66%

NAV history

21.4524.2927.1204-07-202303-07-2026₹29.22
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Risk & SIP analytics

Q3 · 3Y in category
Volatility (3y)
17.06%
Downside dev (3y)
14.03%
Max drawdown (3y)
-23.7%
Sharpe (3y)
0.50
SIP XIRR (3y)
+11.35%
SIP XIRR (5y)
+14.73%
Calendar-year returns
2020 +18.6%2021 +76.0%2022 +2.8%2023 +39.7%2024 +14.8%2025 +1.8%

Fund facts

Launch date29-Mar-2017
Min lumpsum500
AMCSundaram Asset Management Company Ltd