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

Sundaram · Sectoral
Very High
₹28.13
Current NAV
04 Nov 2026
-2.3%
1Y Return
6.7%
3Y CAGR
11.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.46%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.46).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.96).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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: Very High Risk
Low Moderate High Very High
Risk Metrics
1.46
Sharpe Ratio
1.36
Beta
5.96
Alpha
1.69
Sortino
Fund Details
Fund House Sundaram
Category Sectoral
AUM ₹2010 Cr
Expense Ratio 0.46%
Min SIP ₹500
Min Lumpsum ₹1000
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