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

NAV · Direct-Growth

₹31.06+0.23+0.73%

As of 6 Oct 2026 · AMFI

NAV growth+4.9%

Oct ’25Oct ’26

Arthkar verdictA balanced read

Consistency

Steady

positive in 7 of 9 years

1Y return

+4.9%

3Y CAGR

+10.5%

5Y CAGR

+14.0%

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

19.2%

3Y std dev

Go deeper on Sundaram Long Term Micro Cap Tax Advantage Fund Series IV 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 IV 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 IV 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 14.0% 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 · INF903JA1526

NAV (Direct-Growth)

₹31.0631

Last 1Y

+4.91%

Oct 25Min ₹25.44 · Max ₹32.94 · 245 ptsOct 26

Drawdown stories

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

Mar 2020

-61.3%

Peak ₹13.09 on 15 Jan 2018 → trough ₹5.07 on 24 Mar 2020 (27 months down).

Recovered in 15 months· 8 Jun 2021

Mar 2025

-24.1%

Peak ₹31.30 on 15 Oct 2024 → trough ₹23.75 on 3 Mar 2025 (5 months down).

Recovered in 14 months· 7 May 2026

Jun 2022

-18.1%

Peak ₹17.24 on 17 Jan 2022 → trough ₹14.12 on 20 Jun 2022 (5 months down).

Recovered in 2 months· 26 Aug 2022

Mar 2024

-11.5%

Peak ₹26.48 on 7 Feb 2024 → trough ₹23.44 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	-0.36%	—	—
1M	-3.35%	—	—
3M	-3.94%	—	—
6M	+15.18%	—	—
YTD	+4.84%	—	—
1Y	+4.91%	—	—
2Y	+0.92%	—	—
3Y	+10.50%	—	—
5Y	+14.05%	—	—
7Y	+21.91%	—	—

Available plans & options

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