SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES IV
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Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -4.22% | -8.74% | -8.47% | -3.77% | -3.44% | 7.56% | 12.85% | 20.58% | – |
NAV history
About this fund
SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES IV is a tax-saving (ELSS) equity fund offered by Sundaram Mutual Fund, classified under Equity as Equity Scheme - ELSS. ELSS funds carry equity-market risk and a statutory three-year lock-in. Its latest NAV is ₹29.16, with assets under management of about ₹21 Cr (April - June 2026).
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Performance analysis
Over the trailing one year, SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES IV has recorded a return of about -3.4%, with a three-year return of 7.6% and a five-year return of 12.8%. Its annualised volatility is 18.0% — relatively large fluctuations — and its Sharpe ratio is -0.55, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.90%, deducted daily from the NAV.
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Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 17.10 | 8.38 | -44.27 | 126.09 | 69% | 43% |
| 3Y | 19.29 | 20.59 | -19.07 | 50.33 | 83% | 79% |
| 5Y | 20.96 | 22.09 | 5.45 | 38.30 | 100% | 74% |
| 7Y | 16.74 | 16.30 | 10.91 | 23.76 | 100% | 93% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| SBI Long Term Advantage Fund - Series IV Equity Scheme - ELSS | -5.29 | -7.92 | -7.73 | -9.79 | 5.28 | 7.41 | – | 0.78 |
| SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE SERIES V Equity Scheme - ELSS | -8.61 | -8.06 | -3.24 | -2.51 | 8.38 | 12.56 | – | 0.81 |
| SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES VI Equity Scheme - ELSS | -8.76 | -8.16 | -3.75 | -3.39 | 7.81 | 12.60 | – | 0.78 |
| Groww ELSS Tax Saver Fund Equity Scheme - ELSS | -4.23 | -4.80 | -5.02 | -11.47 | 7.72 | 6.99 | – | 0.79 |
| BANK OF INDIA MID CAP TAX FUND SERIES 1 Equity Scheme - ELSS | -7.44 | -2.93 | 0.21 | 1.61 | 13.04 | 10.25 | – | 0.73 |
| ICICI Prudential Long Term Wealth Enhancement Fund Equity Scheme - ELSS | -3.87 | -5.40 | -3.84 | -10.36 | 11.49 | 11.15 | – | 0.66 |
| SBI Long Term Advantage Fund - Series V Equity Scheme - ELSS | -5.89 | -5.68 | -0.55 | -4.77 | 18.45 | 12.94 | – | 0.86 |
| Sundaram Long Term Tax Advantage Fund Series III Equity Scheme - ELSS | -8.84 | -8.49 | -3.12 | -1.70 | 8.80 | 14.37 | – | 0.80 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Sundaram Dynamic Asset Allocation Fund Hybrid Scheme - Balanced Advantage Fund | -4.76 | -4.22 | -4.07 | -6.21 | 6.99 | – | – | – |
| Sundaram Flexicap Fund Equity Scheme - Flexi Cap Fund | -4.19 | -5.58 | -7.77 | -10.29 | 7.43 | – | – | 0.61 |
| Sundaram Multi Asset Allocation Fund Hybrid Scheme - Multi Asset Allocation Fund | -5.96 | -4.62 | -5.85 | -4.78 | – | – | – | 0.42 |
| Sundaram Business Cycle Fund Sectoral/Thematic - Business Cycle | -10.16 | -5.67 | 0.81 | -6.97 | – | – | – | 0.50 |
| Sundaram Multi-Factor Fund Equity Scheme - Sectoral/Thematic | -4.90 | -5.91 | -9.07 | -10.53 | – | – | – | 0.65 |
| Sundaram Income Plus Arbitrage Active FoF Other Scheme - FoF Domestic | 0.17 | 0.97 | 2.61 | – | – | – | – | 0.35 |
| Sundaram Value Fund Equity Scheme - Value Fund | -3.76 | -5.13 | -8.27 | -10.77 | 5.54 | 6.45 | 9.26 | 1.40 |
| Sundaram Large and Midcap Fund Equity Scheme - Large & Mid Cap Fund | -8.47 | -5.65 | -0.78 | -2.91 | 11.90 | 9.88 | 13.86 | 0.66 |