Sundaram Mutual Fund
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Growth
ELSS
+8.7% 3Y CAGR
Sundaram Mutual Fund
ELSS · Direct · Growth
NAV as of 30 Oct 2026 · Source: AMFI
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV is an ELSS fund from Sundaram Mutual Fund, with NAVs going back to March 2017. This page covers its direct plan, growth option.
Over the last three years it returned 8.42% a year, 10th of 11 ELSS funds (median 9.29%). Over five years it returned 12.51% a year, 5th of 11. Its biggest fall from a peak in the last three years was 24.1%.
Annualised (CAGR) for periods over a year, calculated from AMFI NAVs up to 30 Oct 2026. Past performance does not guarantee future returns. How we calculate returns
1 Year
-5.21%
3 Years
+8.42%
5 Years
+12.51%
Since launch (27 Mar 2017)
+11.64%
Measured from this fund's own daily NAVs over the last three years.
Volatility (annualised)
17.0%
How much the NAV typically swings in a year. Higher means a bumpier ride.
Worst fall from a peak
-24.1%
The biggest drop from a high to a later low. A sense of what a bad stretch has looked like.
Daily NAV since 27 Mar 2017.
These come from the fund's monthly factsheet and Scheme Information Document (SID). We don't show them yet, because we can't keep them accurate. Check them on Sundaram Mutual Fund's website before you invest.
Funds next to Sundaram Long Term Micro Cap Tax Advantage Fund Series IV, in the same category, ranked by 3-year return.
Sundaram Mutual Fund
ELSS
+8.7% 3Y CAGR
Sundaram Mutual Fund
ELSS
+8.7% 3Y CAGR
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan - Growth
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