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Sundaram

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

NAV · Regular-Growth

—-0.00-0.01%

As of — · AMFI

NAV growth+4.0%
Oct ’25Oct ’26
Arthkar verdictA balanced read

Consistency

Steady

positive in 7 of 9 years

1Y return

+4.6%

3Y CAGR

+10.4%

5Y CAGR

+13.6%

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 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 IV 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 IV 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 13.6% CAGR over 5 years. Worst historical drawdown: -62% 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 · INF903JA1500

NAV (Direct-Growth)

₹30.1153

Last 1Y

+4.03%

Oct 25Min ₹24.86 · Max ₹32.17 · 244 ptsOct 26

Drawdown stories

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

Mar 2020

-61.7%

Peak ₹13.01 on 15 Jan 2018 → trough ₹4.98 on 24 Mar 2020 (27 months down).

Recovered in 15 months· 28 Jun 2021

Mar 2025

-24.2%

Peak ₹30.64 on 15 Oct 2024 → trough ₹23.23 on 3 Mar 2025 (5 months down).

Recovered in 14 months· 7 May 2026

Jun 2022

-18.2%

Peak ₹16.93 on 17 Jan 2022 → trough ₹13.85 on 20 Jun 2022 (5 months down).

Recovered in 2 months· 26 Aug 2022

Mar 2024

-11.5%

Peak ₹25.94 on 7 Feb 2024 → trough ₹22.95 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.

PeriodReturnsCategory avgRank
1W-0.83%——
1M-4.06%——
3M-4.65%——
6M+15.21%——
YTD+3.95%——
1Y+4.60%——
2Y+0.44%——
3Y+10.37%——
5Y+13.58%——
7Y+21.67%——

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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