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

NAV · Direct-Growth

₹30.60+0.20+0.67%

As of 6 Oct 2026 · AMFI

NAV growth+5.7%

Oct ’25Oct ’26

Arthkar verdictA balanced read

Consistency

Steady

positive in 7 of 9 years

1Y return

+5.7%

3Y CAGR

+11.2%

5Y CAGR

+13.8%

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 V 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 V 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 V 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 13.8% CAGR over 5 years. Worst historical drawdown: -60% in Mar 2020, recovered in 14 months.

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

NAV history

Showing Direct · Growth · INF903JA1955

NAV (Direct-Growth)

₹30.6026

Last 1Y

+5.67%

Oct 25Min ₹24.94 · Max ₹32.37 · 245 ptsOct 26

Drawdown stories

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

Mar 2020

-59.9%

Peak ₹12.22 on 15 Jan 2018 → trough ₹4.90 on 24 Mar 2020 (27 months down).

Recovered in 14 months· 21 May 2021

Mar 2025

-23.6%

Peak ₹30.31 on 15 Oct 2024 → trough ₹23.15 on 3 Mar 2025 (5 months down).

Recovered in 14 months· 4 May 2026

Jun 2022

-18.7%

Peak ₹17.05 on 8 Apr 2022 → trough ₹13.86 on 20 Jun 2022 (2 months down).

Recovered in 2 months· 30 Aug 2022

Feb 2022

-14.7%

Peak ₹16.99 on 17 Jan 2022 → trough ₹14.49 on 24 Feb 2022 (1 months down).

Recovered in 1 months· 8 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.

Period	Returns	Category avg	Rank
1W	-0.47%	—	—
1M	-3.33%	—	—
3M	-3.46%	—	—
6M	+15.79%	—	—
YTD	+5.49%	—	—
1Y	+5.67%	—	—
2Y	+1.90%	—	—
3Y	+11.18%	—	—
5Y	+13.78%	—	—
7Y	+22.16%	—	—

Available plans & options

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