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Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan - Growth

Sundaram · Equity Fund
High
₹29.56
Current NAV
04 Nov 2026
-2.3%
1Y Return
8.4%
3Y CAGR
12.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.14%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.44).
  • Very large asset base (AUM: ₹15,490 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.44
Sharpe Ratio
0.74
Beta
-1.06
Alpha
1.64
Sortino
Fund Details
Fund House Sundaram
Category Equity Fund
AUM ₹15490 Cr
Expense Ratio 0.14%
Min SIP ₹500
Min Lumpsum ₹1000
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