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OtherELSSVery High

Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)

Sundaram Mutual Fund

The Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is a Other ELSS mutual fund managed by Sundaram Mutual Fund. It has a risk rating of very high and tracks the NIFTY 50 TRI benchmark. Over the past 3 years, it has delivered a compound annual growth rate (CAGR) of 13.88%. Investors can start a Systematic Investment Plan (SIP) with a minimum of Rs. 100.This fund has an expense ratio of 1.16% and currently manages assets worth Rs. 5,550.5 Cr.

NAV
Rs. 28.76
Date
2026-06-12
AUM
Rs. 5,550.5 Cr
TER
1.16%
Last Updated: 14 Jun 2026, 8:32 pmNAV Source: MFAPIPlan Type: Regular

Fund Details

Scheme Code139991
ISIN GrowthINF903JA1518
ISIN Dividend-
Plan TypeRegular
Fund ManagerAnuj Khanna & Ramesh Joshi
Launch Date2007-03-27
BenchmarkNIFTY 50 TRI
Exit LoadNil (3-year statutory lock-in)
Lumpsum MinimumRs. 1,000

NAV-Based Returns

1 Month2.14%
3 Months17.85%
6 Months5.35%
1 Year4.90%
3 Year CAGR13.88%
5 Year CAGR17.38%
10 Year CAGR12.13%
Since Inception12.13%

SIP Analytics

Minimum SIPRs. 100
SIP XIRRData Unavailable
1Y SIP ReturnData Unavailable
3Y SIP ReturnData Unavailable
5Y SIP ReturnData Unavailable
Monthly SIP ProjectionData Unavailable
Goal PlanningAvailable in WealthPath SIP planner

Risk Analysis

AlphaData Unavailable
BetaData Unavailable
Sharpe RatioData Unavailable
Sortino RatioData Unavailable
Std DeviationData Unavailable
Information RatioData Unavailable
VolatilityVery High
Max DrawdownData Unavailable

Top Holdings

Data Unavailable

Sector Allocation

Data Unavailable

Asset Allocation

Data Unavailable

Market Cap Allocation

Data Unavailable

Country Allocation

Data Unavailable

Data Status

Scheme code, scheme name, ISIN, NAV and NAV date loaded from AMFI NAVAll feed.

Fundamental metrics (AUM, TER, manager, launch date, benchmark and exit load) verified from official disclosures.

Trailing returns calculated from MFAPI historical NAV series.