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NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the ELSS median (68 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 22 Nov 2016 – 20 Aug 2026, limited by Sundaram Long Term Micro Cap Tax Advantage Fund Series III. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
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| Date | Sundaram Long Term Micro Cap Tax Advantage Fund Series III | Nifty 500 |
|---|---|---|
| 22 Nov 2016 | ₹100.00 | ₹100.00 |
| 15 Sep 2017 | ₹122.12 | ₹130.03 |
| 08 Jul 2018 | ₹108.89 | ₹134.51 |
| 01 May 2019 | ₹97.83 | ₹141.39 |
| 21 Feb 2020 | ₹91.26 | ₹145.69 |
| 14 Dec 2020 | ₹99.35 | ₹164.08 |
| 06 Oct 2021 | ₹172.33 | ₹221.42 |
| 30 Jul 2022 | ₹173.62 | ₹214.56 |
| 22 May 2023 | ₹201.63 | ₹226.82 |
| 14 Mar 2024 | ₹242.14 | ₹291.37 |
| 04 Jan 2025 | ₹298.82 | ₹332.22 |
| 28 Oct 2025 | ₹306.71 | ₹348.38 |
| 20 Aug 2026 | ₹330.91 | ₹343.99 |
| Metric | Sundaram · Direct · IDCW NAV ₹33.13 Very High risk ★★★☆☆ | Category median ELSS · 68 funds |
|---|---|---|
| +10.45% | +2.22% | |
| +13.03% | +9.76% | |
| +16.54% | +8.88% | |
| — | +10.68% | |
| +13.07% | +10.64% | |
| +14.68% | — | |
| +16.85% | +11.55% | |
| +19.11% | +12.14% | |
| — | +10.94% | |
| Risk | ||
| 17.21% | 14.08% | |
| 0.38 | 0.32 | |
| 0.51 | 0.44 | |
| -62.54% | -35.52% | |
| Nifty 500 | — | |
| +0.16% | -1.42% | |
| 1.05 | 0.96 | |
| 98.8% | 91.4% | |
| 99.0% | 94.7% | |
| 1.01% | 1.17% | |
| ₹42.67Cr | ₹694.87Cr | |
| None | — | |
| 3 years | — | |
| ₹0 | — | |
| ₹500 | — | |
| 34% | 33% | |
| Sudhir Kedia | — | |
| 22 Nov 2016 | — | |
| 39 | — | |
| 45.8% | — | |
| 3.4% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.