Sundaram Mutual FundELSS (Tax Saver)Regular plan, growth

Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi

Loading NAV history…

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%	+3.6%	+21.8%	+7.9%	+6.6%	+11.7%	+15.8%	—	+13.1%
Nifty Smallcap 100 TRI	—	—	—	—	12.7%	16.8%	14.2%	—	12.5%
ELSS (Tax Saver) average	-2.5%	3.4%	11.5%	0.0%	1.6%	11.3%	11.9%	13.5%	14.4%
Difference	—	—	—	—	-6.1%	-5.1%	+1.6%	—	+0.6%

Portfolio

Fund house: Sundaram Mutual Fund
Category: Equity · ELSS (Tax Saver)
SEBI classification: Equity / ELSS
Benchmark: Nifty Smallcap 100 TRI
Launch date: 4 Oct 2017 (8.9 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 (141564): INF903JA1AZ0
ISIN, Regular Growth (141567): INF903JA1BA1
ISIN, Regular Growth (141565): INF903JA1AX5
ISIN, Regular Growth (141566): INF903JA1AY3
Scheme code: 141564, 141567, 141565, 141566

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.