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Sundaram

Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Plan

NAV · Direct-Growth

₹37.79-0.07-0.19%

As of 18 Aug 2026 · AMFI

NAV growth+11.7%
Aug ’25Aug ’26
Arthkar verdictSolid on the numbers

Consistency

Strong

positive in 8 of 10 years

1Y return

+11.7%

3Y CAGR

+14.9%

5Y CAGR

+17.1%

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

19.3%

3Y std dev

Go deeper on Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Plan

Two data-only views, computed from this fund's real NAV history — no projections.

Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Plan SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Plan real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Long-run track record: about 17.1% CAGR over 5 years. Worst historical drawdown: -61% in Mar 2020, recovered in 15 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF903JA1443

NAV (Direct-Growth)

₹37.7949

Last 1Y

+11.69%

Aug 25Min ₹29.36 · Max ₹38.10 · 245 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-61.0%

Peak ₹15.38 on 15 Jan 2018 → trough ₹6.00 on 24 Mar 2020 (27 months down).

Recovered in 15 months· 15 Jun 2021

Mar 2025

-24.5%

Peak ₹36.35 on 15 Oct 2024 → trough ₹27.45 on 3 Mar 2025 (5 months down).

Recovered in 14 months· 7 May 2026

Jun 2022

-18.2%

Peak ₹20.03 on 11 Apr 2022 → trough ₹16.38 on 20 Jun 2022 (2 months down).

Recovered in 2 months· 26 Aug 2022

Feb 2022

-15.0%

Peak ₹20.03 on 17 Jan 2022 → trough ₹17.02 on 24 Feb 2022 (1 months down).

Recovered in 2 months· 11 Apr 2022

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

PeriodReturnsCategory avgRank
1W-0.72%——
1M+0.95%——
3M+8.42%——
6M+12.62%——
YTD+10.45%——
1Y+11.69%——
2Y+6.44%——
3Y+14.94%——
5Y+17.08%——
7Y+22.83%——

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.

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