Official AMFI data
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Sundaram

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

NAV · Direct-Growth

₹29.39+0.19+0.66%

As of 6 Oct 2026 · AMFI

NAV growth+4.8%
Oct ’25Oct ’26
Arthkar verdictA balanced read

Consistency

Steady

positive in 7 of 9 years

1Y return

+4.8%

3Y CAGR

+10.7%

5Y CAGR

+13.9%

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 VI Direct Plan

Two data-only views, computed from this fund's real NAV history — no projections.

In plain English

Long-run track record: about 13.9% 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 · INF903JA1AZ0

NAV (Direct-Growth)

₹29.3939

Last 1Y

+4.79%

Oct 25Min ₹24.07 · Max ₹31.13 · 245 ptsOct 26

Drawdown stories

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

Mar 2020

-60.4%

Peak ₹11.54 on 15 Jan 2018 → trough ₹4.57 on 24 Mar 2020 (27 months down).

Recovered in 14 months· 25 May 2021

Mar 2025

-23.4%

Peak ₹29.52 on 15 Oct 2024 → trough ₹22.62 on 3 Mar 2025 (5 months down).

Recovered in 14 months· 6 May 2026

Jun 2022

-17.8%

Peak ₹16.22 on 8 Apr 2022 → trough ₹13.34 on 20 Jun 2022 (2 months down).

Recovered in 2 months· 26 Aug 2022

Feb 2022

-14.5%

Peak ₹16.19 on 17 Jan 2022 → trough ₹13.85 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-0.58%——
1M-3.57%——
3M-3.63%——
6M+15.13%——
YTD+4.90%——
1Y+4.79%——
2Y+1.20%——
3Y+10.66%——
5Y+13.94%——
7Y+22.21%——

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.