Official AMFI data
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Sundaram

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

NAV · Regular-Growth

-0.04-0.14%

As of · AMFI

NAV growth+10.6%
Aug ’25Aug ’26
Arthkar verdictA balanced read

Consistency

Steady

positive in 7 of 9 years

1Y return

+10.6%

3Y CAGR

+14.9%

5Y CAGR

+16.9%

AUM

fund size

Expense

direct plan

Volatility 3Y

19.0%

3Y std dev

Go deeper on Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan

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

In plain English

Long-run track record: about 16.9% CAGR over 5 years. Worst historical drawdown: -61% 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 · INF903JA1AX5

NAV (Direct-Growth)

₹29.3739

Last 1Y

+10.59%

Aug 25Min ₹22.92 · Max ₹29.61 · 245 ptsAug 26

Drawdown stories

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

Mar 2020

-61.4%

Peak ₹11.46 on 15 Jan 2018 → trough ₹4.42 on 24 Mar 2020 (27 months down).

Recovered in 15 months· 4 Jun 2021

Mar 2025

-23.4%

Peak ₹28.21 on 15 Oct 2024 → trough ₹21.60 on 3 Mar 2025 (5 months down).

Recovered in 14 months· 7 May 2026

Jun 2022

-17.8%

Peak ₹15.60 on 8 Apr 2022 → trough ₹12.82 on 20 Jun 2022 (2 months down).

Recovered in 2 months· 26 Aug 2022

Feb 2022

-14.4%

Peak ₹15.58 on 17 Jan 2022 → trough ₹13.33 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-0.80%
1M+1.18%
3M+8.27%
6M+12.50%
YTD+10.02%
1Y+10.60%
2Y+6.50%
3Y+14.93%
5Y+16.87%
7Y+23.43%

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.