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

NAV · Regular-Growth

—-0.06-0.18%

As of — · AMFI

NAV growth+12.3%

Aug ’25Aug ’26

Arthkar verdictA balanced read

Consistency

Steady

positive in 7 of 9 years

1Y return

+12.3%

3Y CAGR

+15.5%

5Y CAGR

+16.7%

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

19.1%

3Y std dev

Go deeper on Sundaram Long Term Micro Cap Tax Advantage Fund Series V 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 V 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 V 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 16.7% 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 Regular · Growth · INF903JA1930

NAV (Direct-Growth)

₹31.1747

Last 1Y

+12.30%

Aug 25Min ₹24.21 · Max ₹31.40 · 245 ptsAug 26

Drawdown stories

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

Mar 2020

-60.3%

Peak ₹12.17 on 15 Jan 2018 → trough ₹4.83 on 24 Mar 2020 (27 months down).

Recovered in 14 months· 26 May 2021

Mar 2025

-23.7%

Peak ₹29.52 on 15 Oct 2024 → trough ₹22.52 on 3 Mar 2025 (5 months down).

Recovered in 14 months· 6 May 2026

Jun 2022

-18.7%

Peak ₹16.70 on 8 Apr 2022 → trough ₹13.57 on 20 Jun 2022 (2 months down).

Recovered in 2 months· 30 Aug 2022

Feb 2022

-14.8%

Peak ₹16.65 on 17 Jan 2022 → trough ₹14.19 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	-0.71%	—	—
1M	+1.23%	—	—
3M	+8.59%	—	—
6M	+12.87%	—	—
YTD	+10.63%	—	—
1Y	+12.30%	—	—
2Y	+7.29%	—	—
3Y	+15.47%	—	—
5Y	+16.70%	—	—
7Y	+23.27%	—	—

Available plans & options

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