Sundaram

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

Latest NAV

₹30.7965

As of

17 Jul 2026

2,220 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.93%	+0.04%	-0.97	36 / 39	Q4
1W	-1.53%	-0.11%	-1.42	35 / 39	Q4
2W	+0.23%	+0.32%	-0.10	20 / 39	Q3
1M	+0.99%	+1.31%	-0.32	26 / 39	Q3
3M	+8.88%	+3.44%	+5.44	4 / 39	Q1
6M	+9.50%	+3.63%	+5.87	9 / 39	Q1
YTD	+8.84%	+3.50%	+5.34	9 / 39	Q1
1Y	+5.75%	+8.03%	-2.27	8 / 39	Q1
2Y	+5.56%	+4.68%	+0.89	11 / 38	Q2
3Y	+16.40%	+13.16%	+3.24	7 / 38	Q1
4Y	+19.73%	+14.96%	+4.77	6 / 31	Q1
5Y	+16.33%	+13.65%	+2.68	9 / 27	Q2
7Y	+21.87%	+16.74%	+5.13	5 / 25	Q1
10Y	—	—	—	—	—
Inception	+13.25%	+12.99%	+0.26	21 / 39	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+8.84%	-0.01%	+8.86	5 / 34
2025	+1.34%	+2.03%	-0.70	19 / 34
2024	+14.65%	+18.62%	-3.97	21 / 34
2023	+45.90%	+30.88%	+15.03	6 / 32
2022	+2.78%	+2.53%	+0.24	15 / 27
2021	+74.36%	+41.08%	+33.28	2 / 30
2020	+18.46%	+17.81%	+0.66	11 / 30
2019	-12.42%	+3.04%	-15.47	25 / 27
2018	-25.39%	-11.14%	-14.25	15 / 18
2017	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+18.30%

98 windows

min -38.3% · max 121.1%

66% positive

3-Year rolling

+21.16%

74 windows

min -13.7% · max 46.9%

88% positive

5-Year rolling

+21.77%

50 windows

min 6.6% · max 37.6%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+16.41%

25 windows

min 12.3% · max 21.9%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

19.80%

3-year · annualised

Sharpe ratio

0.53

vs risk-free 6.5%

Sortino ratio

0.85

Downside-only deviation

Max drawdown

-23.69%

Oct 2024 → Mar 2025

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in ELSS

Scheme	Fund house	NAV	As of
SBI Long Term Advantage Fund - Series IV - Regular Plan - Growth	SBI	₹47.5639	17 Jul 2026
Quantum ELSS Tax Saver Fund - Regular Plan Growth Option	Quantum	₹119.4900	17 Jul 2026
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option	Motilal Oswal	₹54.9959	17 Jul 2026
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth	Mirae Asset	₹50.5940	17 Jul 2026
Parag Parikh ELSS Tax Saver Fund- Regular Growth	Parag Parikh	₹29.6471	17 Jul 2026
HSBC ELSS Tax saver Fund - Regular Growth	HSBC	₹139.9704	17 Jul 2026
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option	Baroda BNP Paribas	₹99.2178	17 Jul 2026
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option	PGIM India	₹34.4500	17 Jul 2026
Axis ELSS Tax Saver Fund - Regular Plan - Growth	Axis	₹96.5764	17 Jul 2026
360 ONE ELSS Tax Saver Nifty 50 Index Fund - Regular Plan - Growth	360 ONE	₹13.6989	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹30.7965
16 Jul 2026	₹31.0865
15 Jul 2026	₹31.1971
14 Jul 2026	₹30.9337
13 Jul 2026	₹31.3468
10 Jul 2026	₹31.2754
9 Jul 2026	₹30.8017
8 Jul 2026	₹30.2365
7 Jul 2026	₹30.7686
6 Jul 2026	₹30.7527

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Plan - Growth is ₹30.7965. It's a ELSS from Sundaram, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Plan - Growth has NAV history starting from 11 Jul 2017, a track record of about 9 years. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Plan - Growth is managed by Sundaram. It's classified by AMFI under the 'ELSS' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Plan - Growth has delivered a absolute return of 5.75% — -2.27 pp behind the ELSS category average of 8.03%. The fund ranks #8 of 39 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Plan - Growth has delivered a CAGR of 16.40% — +3.24 pp ahead of the ELSS category average of 13.16%. The fund ranks #7 of 38 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Plan - Growth has delivered a CAGR of 16.33% — +2.68 pp ahead of the ELSS category average of 13.65%. The fund ranks #9 of 27 in its category — the second (Q2) quartile.

₹1 lakh invested in Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Plan - Growth exactly 5 years ago would be worth approximately ₹213,058 today — a multiplier of 2.13×, based on the 5-year CAGR of 16.33%. The category average over the same window would have grown ₹1 lakh to ₹189,642.

A ₹10,000 monthly SIP in Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹893,911 today. That's an XIRR (money-weighted annualised return) of 15.94%.

Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,852,554 — XIRR 22.20%.

On a 5-year basis, Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Plan - Growth ranks #9 out of 27 funds in the ELSS category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 13.65%; this fund delivered 16.33%.

The worst peak-to-trough decline Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Plan - Growth has experienced over the last 5-year window is 23.69% — its NAV fell from a high on 15 Oct 2024 to a low on 03 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Plan - Growth averaged 21.77% (best 37.58%, worst 6.56%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.55 — reasonable risk-adjusted performance.

In calendar year 2025, Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Plan - Growth returned 1.34% — lagging the ELSS category average of 2.03% by 0.70 pp. It ranked #19 of 34 in its category that year.

Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Plan - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Plan - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 23.7%. 5-year CAGR: 16.33%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.