Sundaram Mutual FundELSS

SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES IV

Scheme code #139990 · Close Ended Schemes

₹32.1386

Latest NAV

04-09-2026

0.83%

Day change

₹32.9351

52-week high

₹25.4432

52-week low

NAV history

Returns

1 month	-1.15%
3 months	4.04%
6 months	18.42%
1 year (absolute)	9.90%
3 years (absolute)	41.29%
5 years (absolute)	113.51%
1Y CAGR	9.91%
3Y CAGR	12.21%
5Y CAGR	16.37%
Since inception CAGR	13.14%

Risk metrics

Volatility (1Y, annualized σ)	17.09%
Volatility (3Y, annualized σ)	16.99%
Max drawdown (1Y)	-16.42%
Max drawdown (3Y)	-24.14%
Max drawdown (all time)	-61.28%
Sharpe ratio (1Y, rf=6%)	0.21
Sharpe ratio (3Y, rf=6%)	0.34

Scheme metadata

Fund house	Sundaram Mutual Fund
Scheme type	Close Ended Schemes
Scheme category	ELSS
Plan	—
Option	—
ISIN (Growth)	INF903JA1526
ISIN (Div reinvest)	—
AMC code	S
Scheme code	139990
Earliest NAV date	27-03-2017
Total NAV observations	2,328
History last refreshed	2026-09-05 09:55:59 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.