OriginFunds
← Sundaram Mutual Fund

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

Close Ended Schemes(ELSS)ISIN INF903JA1963
NAV · 06-Jul-2026
₹30.1785
1M
+5.83%
6M
+8.27%
1Y (CAGR)
+6.52%
3Y (CAGR)
+15.29%
5Y (CAGR)
+16.86%
Since inception (CAGR)
+13.05%

NAV history

22.0224.9827.9504-07-202303-07-2026₹30.15
 hover for values

Risk & SIP analytics

Q3 · 3Y in category
Volatility (3y)
17.05%
Downside dev (3y)
14.00%
Max drawdown (3y)
-23.6%
Sharpe (3y)
0.52
SIP XIRR (3y)
+11.61%
SIP XIRR (5y)
+15.02%
Calendar-year returns
2020 +19.0%2021 +76.4%2022 +3.0%2023 +40.2%2024 +15.1%2025 +2.0%

Fund facts

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