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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 (66 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 | ₹120.71 | ₹130.03 |
| 08 Jul 2018 | ₹107.23 | ₹134.51 |
| 01 May 2019 | ₹95.92 | ₹141.39 |
| 21 Feb 2020 | ₹89.37 | ₹145.69 |
| 14 Dec 2020 | ₹97.17 | ₹164.08 |
| 06 Oct 2021 | ₹168.35 | ₹221.42 |
| 30 Jul 2022 | ₹169.39 | ₹214.56 |
| 22 May 2023 | ₹196.44 | ₹226.82 |
| 14 Mar 2024 | ₹235.22 | ₹291.37 |
| 04 Jan 2025 | ₹289.86 | ₹332.22 |
| 28 Oct 2025 | ₹297.05 | ₹348.38 |
| 20 Aug 2026 | ₹319.93 | ₹343.99 |
| Metric | Sundaram · Regular · IDCW NAV ₹32.03 Very High risk ★★★★☆ | Category median ELSS · 66 funds |
|---|---|---|
| +10.22% | +1.19% | |
| +12.76% | +8.64% | |
| +16.29% | +7.82% | |
| — | +9.60% | |
| +12.68% | +8.99% | |
| +14.42% | — | |
| +16.58% | +10.48% | |
| +18.84% | +10.98% | |
| — | +8.21% | |
| Risk | ||
| 17.22% | 14.15% | |
| 0.36 | 0.21 | |
| 0.49 | 0.29 | |
| -62.85% | -39.29% | |
| Nifty 500 | — | |
| -0.07% | -2.44% | |
| 1.04 | 0.95 | |
| 98.1% | 85.5% | |
| 99.5% | 95.8% | |
| 1.20% | 2.37% | |
| ₹42.67Cr | ₹694.87Cr | |
| None | — | |
| 3 years | — | |
| ₹500 | — | |
| ₹500 | — | |
| 34% | 34% | |
| 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.