Sundaram Mutual FundELSS (Tax Saver)Regular plan, growth

Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii

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Fund only: no comparison series covers this fund's history.

Five years of daily NAVs. Risk-free rate 6.5% a year.

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
Fund	-2.5%	+3.2%	+21.9%	+8.0%	+6.9%	+11.4%	+15.7%	—	+14.3%
Nifty Smallcap 100 TRI	—	—	—	—	12.7%	16.8%	14.2%	—	15.2%
ELSS (Tax Saver) average	-2.5%	3.4%	11.5%	0.0%	1.6%	11.3%	11.9%	13.5%	14.4%
Difference	—	—	—	—	-5.8%	-5.4%	+1.5%	—	-1.0%

Portfolio

Fund house: Sundaram Mutual Fund
Category: Equity · ELSS (Tax Saver)
SEBI classification: Equity / ELSS
Benchmark: Nifty Smallcap 100 TRI
Launch date: 22 Nov 2016 (9.8 years)
Structure: Close Ended
Plans and options: Regular Growth, Regular Growth, Regular Growth, Regular Growth
Riskometer: Very High (benchmark Very High)
Expense ratio as of: 9 Sept 2026
AUM period: April - June 2026
ISIN, Regular Growth (139711): INF903JA1443
ISIN, Regular Growth (139710): INF903JA1450
ISIN, Regular Growth (139709): INF903JA1427
ISIN, Regular Growth (139712): INF903JA1435
Scheme code: 139711, 139710, 139709, 139712

NAV and returns as of 11 Sept 2026; returns are for the regular plan, growth option, before entry or exit costs. Not investment advice.

Other funds in the ELSS (Tax Saver) category.