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

NAV · Regular-Growth

—+0.25+0.71%

As of — · AMFI

NAV growth+4.9%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Consistency

Strong

positive in 8 of 10 years

1Y return

+4.9%

3Y CAGR

+10.3%

5Y CAGR

+13.7%

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

19.4%

3Y std dev

Go deeper on Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular 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 Regular 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 Regular 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 13.7% 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 Regular · Growth · INF903JA1427

NAV (Direct-Growth)

₹34.8613

Last 1Y

+4.88%

Oct 25Min ₹28.47 · Max ₹36.92 · 245 ptsOct 26

Drawdown stories

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

Mar 2020

-61.3%

Peak ₹15.19 on 15 Jan 2018 → trough ₹5.88 on 24 Mar 2020 (27 months down).

Recovered in 15 months· 29 Jun 2021

Mar 2025

-24.5%

Peak ₹35.35 on 15 Oct 2024 → trough ₹26.68 on 3 Mar 2025 (5 months down).

Recovered in 16 months· 15 Jun 2026

Jun 2022

-18.3%

Peak ₹19.58 on 17 Jan 2022 → trough ₹15.99 on 20 Jun 2022 (5 months down).

Recovered in 2 months· 26 Aug 2022

Mar 2024

-11.8%

Peak ₹29.93 on 7 Feb 2024 → trough ₹26.41 on 13 Mar 2024 (1 months down).

Recovered in 2 months· 17 May 2024

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.

Period	Returns	Category avg	Rank
1W	-0.45%	—	—
1M	-3.41%	—	—
3M	-3.85%	—	—
6M	+15.47%	—	—
YTD	+5.00%	—	—
1Y	+4.88%	—	—
2Y	+0.67%	—	—
3Y	+10.26%	—	—
5Y	+13.74%	—	—
7Y	+21.40%	—	—

Available plans & options

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