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Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth
Equity: ELSS - Tax Saver - Growth (Close ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: ELSS - Tax SaverBenchmark: NIFTY Smallcap 100 Total Return IndexCheck Portfolio Overlap →
NAV: ₹32.31+0.53%
07 Sept 2026
Rolling Returns Analysis
Rolling annualized returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 03 Apr, 2018 - 07 Sep, 2026 | 17 Apr, 2020 - 07 Sep, 2026 | 22 Apr, 2022 - 07 Sep, 2026 | 06 May, 2024 - 07 Sep, 2026 |
| Average returns | 17.70% | 19.93% | 21.45% | 16.38% |
| Standard deviation | 35.78% | 16.50% | 9.15% | 2.76% |
| Best returns | 126.19% 1 year ending on 03 Aug, 2021 | 51.24% 3 years ending on 01 Jun, 2023 | 39.92% 5 years ending on 10 Jun, 2025 | 22.95% 7 years ending on 04 Sep, 2026 |
| Worst returns | -45.66% 1 year ending on 24 Mar, 2020 | -18.37% 3 years ending on 19 May, 2020 | 5.26% 5 years ending on 03 Feb, 2023 | 9.30% 7 years ending on 04 Mar, 2025 |
| Period with positive return | 68.21% | 83.23% | 100.00% | 100.00% |
| Period with return > 5% | 57.82% | 82.09% | 100.00% | 100.00% |
| Period with return > 10% | 47.43% | 80.63% | 81.67% | 98.62% |
| Period with return > 15% | 39.87% | 76.46% | 71.30% | 71.21% |
| Beat % Category | 45.21% | 56.65% | 66.85% | 18.62% |
| Beat % Benchmark | 48.73% | 76.01% | 72.59% | 54.66% |
Trailing Returns
Point-to-point returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
0%
5%
10%
15%
9.0%
7.0%
-2.2%
YTD
-1.4%
-1.5%
-2.3%
1 M
18.1%
14.2%
3.7%
6 M
10.7%
9.6%
2.1%
1 Y
12.1%
13.8%
11.1%
3 Y
16.4%
14.8%
10.5%
5 Y
14.4%
13.0%
10 Y
Fund
Equity: ELSS - Tax Saver
NIFTY Smallcap 100 Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | 9.03% | -1.40% | 18.08% | 10.72% | 12.09% | 16.36% | - | 13.19% |
| Equity: ELSS - Tax Saver | 7.03% | -1.48% | 14.17% | 9.57% | 13.82% | 14.76% | 14.43% | - |
| NIFTY Smallcap 100 Total Return Index | -2.24% | -2.30% | 3.67% | 2.13% | 11.08% | 10.50% | 12.99% | - |
| Rank in category | 7 | 6 | 5 | 6 | 9 | 3 | - | - |
| Funds in category | 12 | 12 | 12 | 12 | 12 | 12 | 0 | - |
Period Returns
Calendar-year, quarterly and monthly return history of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
Compare performance with respect toAdd benchmark
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Frequently Asked Questions
What are the 1-year returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth?
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth has delivered a 1-year return of 10.72% as of 6 Sep 2026. During the same period, its benchmark NIFTY Smallcap 100 Total Return Index returned 2.13%. The fund has outperformed its benchmark over this period.
What are the 3-year returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth?
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth has delivered a 3-year CAGR of 12.09% as of 6 Sep 2026. Its benchmark NIFTY Smallcap 100 Total Return Index returned 11.08% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.
What are the 5-year returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth?
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth has delivered a 5-year CAGR of 16.36% as of 6 Sep 2026. Its benchmark NIFTY Smallcap 100 Total Return Index returned 10.50% CAGR over the same period. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.
What are the returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth since inception?
Since its launch on 23 Mar 2017, Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth has delivered a CAGR of 13.19%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth performed vs its category over the long term?
Over the long term, Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth has ranked 9 out of 12 funds in the Equity: ELSS - Tax Saver category on a 3-year basis, and 3 out of 12 funds on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.
What is the Sharpe ratio of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth?
The Sharpe ratio of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth is 0.43 (as of 6 Sep 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.
What is the alpha of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth?
The 3Y alpha of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth is 0.60% (as of 6 Sep 2026). Alpha measures the excess return generated by the fund over and above its benchmark NIFTY Smallcap 100 Total Return Index, after adjusting for risk. A positive alpha means the fund manager has added value beyond what the market delivered. A negative alpha means the fund has underperformed its benchmark on a risk-adjusted basis.
What is the beta of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth?
The beta of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth is 1.09 (as of 6 Sep 2026). Beta measures how sensitive the fund is to market movements relative to its benchmark NIFTY Smallcap 100 Total Return Index. A beta of 1 means the fund moves in line with the market. A beta above 1 means it is more volatile than the market; below 1 means it is less volatile. Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth's beta of 1.09 indicates it is more aggressive than its benchmark.
What are the rolling returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth?
The average 1-year and 3-year rolling returns of Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth is 17.70% and 19.93% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.