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Sundaram

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

NAV · Regular-Growth

—-0.00+0.00%

As of — · AMFI

NAV growth+4.7%
Oct ’25Oct ’26
Arthkar verdictA balanced read

Consistency

Steady

positive in 7 of 9 years

1Y return

+5.3%

3Y CAGR

+10.9%

5Y CAGR

+13.2%

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 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 13.2% 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)

₹29.4776

Last 1Y

+4.72%

Oct 25Min ₹24.21 · Max ₹31.40 · 244 ptsOct 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.

PeriodReturnsCategory avgRank
1W-0.81%——
1M-3.98%——
3M-4.07%——
6M+15.83%——
YTD+4.61%——
1Y+5.28%——
2Y+1.33%——
3Y+10.94%——
5Y+13.20%——
7Y+21.76%——

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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