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

Sundaram Mutual Fund

#7 of 90 (1Y)

₹30.1226

0.50 (-1.63%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹30.1226

0.50 (-1.63%)

29 May 2026

AMFI: 139992

Direct · Growth

₹₹30.8323

0.51 (-1.63%)

29 May 2026

AMFI: 139990

Regular · IDCW

₹₹28.6402

0.47 (-1.63%)

29 May 2026

AMFI: 139991

Direct · IDCW

₹₹29.3461

0.49 (-1.63%)

29 May 2026

AMFI: 139989

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-2.90%
1 Month+1.19%
3 Months+4.65%
6 Months-1.15%
1 Year+7.13%
3 Years (CAGR)+16.69%
5 Years (CAGR)+19.97%
10 Years (CAGR)
Since Inception (Mar 2017)+12.52%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+7.70%
3 Year SIP+8.88%
5 Year SIP+14.60%
Since Inception (Mar 2017)+17.43%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹55,000

Invested

₹1,31,457

Value today

18.3%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹3,062

Value today

13.0%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹5,50,000

Withdrawn

₹17,47,592

Corpus left

+₹12,97,592 net gain — withdrew ₹5,50,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹17,07,505

Value today

-7.1%

vs lumpsum

Direct lumpsum would have beaten STP by 7.1% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹6,05,325

Value today

6.1×

Multiple

Staying invested through that crash turned ₹1L into ₹6,05,325 — a 6.1× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 9 years

Expense ratio drag on your actual returns

Direct plan

₹1,30,958

Regular plan

₹1,29,930

Direct earns ₹1,028 more on a ₹54K investment0.21% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseSundaram Mutual Fund
CategoryOther
Plan Typeregular
Optiongrowth
AUM₹33.4 Cr
Min SIP₹500
Min Lumpsum₹1,000
Launch Date24 Mar 2017
AMFI Code139992

Risk Metrics

Trailing 1 year, annualised

-0.06

Sharpe Ratio

Alpha

Beta

-0.06

Sortino

17.81%

Std Dev

-22.88%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Security% NAV

Aster DM Healthcare Ltd

INE914M01019

7.47%

Aster DM Healthcare Ltd

INE914M01019

6.62%

MTAR Technologies Ltd

INE864I01014

6.01%

Angel One Ltd

INE732I01021

5.24%

Angel One Ltd

INE732I01021

4.72%

Safari Industries (India) Ltd

INE429E01023

4.62%

KSB LTD

INE999A01023

4.41%

Affle (India) Ltd

INE00WC01027

4.31%

Ujjivan Small Finance Bank Ltd

INE551W01018

4.30%

KSB LTD

INE999A01023

4.24%

Ujjivan Small Finance Bank Ltd

INE551W01018

4.10%

CSB Bank Ltd

INE679A01013

4.08%

CSB Bank Ltd

INE679A01013

3.88%

Safari Industries (India) Ltd

INE429E01023

3.87%

MTAR Technologies Ltd

INE864I01014

3.81%

Affle (India) Ltd

INE00WC01027

3.58%

Equitas Small Finance Bank Limited

INE063P01018

3.48%

Equitas Small Finance Bank Limited

INE063P01018

3.18%

TVS Holdings Ltd

INE105A01035

3.18%

Green Panel Industries Ltd

INE08ZM01014

3.00%

Sapphire Foods India Ltd

INE806T01020

2.78%

Can Fin Homes Ltd

INE477A01020

2.77%

TVS Holdings Ltd

INE105A01035

2.75%

Procter & Gamble Health Ltd

INE199A01012

2.70%

Green Panel Industries Ltd

INE08ZM01014

2.65%

Rate Gain Travel Technologies Ltd

INE0CLI01024

2.62%

JK Cement Ltd

INE823G01014

2.61%

Can Fin Homes Ltd

INE477A01020

2.57%

ESAB India Ltd

INE284A01012

2.53%

Kalpataru Projects International Ltd

INE220B01022

2.49%

Kalpataru Projects International Ltd

INE220B01022

2.49%

Procter & Gamble Health Ltd

INE199A01012

2.48%

Sapphire Foods India Ltd

INE806T01020

2.40%

Zomato Ltd

INE758T01015

2.36%

ESAB India Ltd

INE284A01012

2.36%

JK Cement Ltd

INE823G01014

2.30%

SIS Ltd

INE285J01028

2.25%

Rate Gain Travel Technologies Ltd

INE0CLI01024

2.25%

Zomato Ltd

INE758T01015

2.15%

SIS Ltd

INE285J01028

2.10%

Birlasoft Ltd

INE836A01035

2.00%

Grindwell Norton Ltd

INE536A01023

1.99%

Grindwell Norton Ltd

INE536A01023

1.96%

Natco Pharma Ltd

INE987B01026

1.96%

Birlasoft Ltd

INE836A01035

1.88%

Natco Pharma Ltd

INE987B01026

1.87%

PVR INOX Ltd

INE191H01014

1.82%

Cholamandalam Financial Holdings Ltd

INE149A01033

1.81%

PVR INOX Ltd

INE191H01014

1.79%

Cholamandalam Financial Holdings Ltd

INE149A01033

1.74%

Performance Comparison

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Investment Objective

Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth by Sundaram Mutual Fund is a Other fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Other category.

About This Fund

Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth is a Other mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 9 years. It manages assets worth ₹33.4 Cr, reflecting investor confidence in the fund's strategy.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations