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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 (51 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 27 Mar 2017 – 20 Aug 2026, limited by Sundaram Long Term Micro Cap Tax Advantage Fund Series IV. 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 IV | Nifty 500 |
|---|---|---|
| 27 Mar 2017 | ₹100.00 | ₹100.00 |
| 07 Jan 2018 | ₹128.44 | ₹121.72 |
| 20 Oct 2018 | ₹85.24 | ₹109.86 |
| 02 Aug 2019 | ₹73.96 | ₹113.71 |
| 14 May 2020 | ₹56.14 | ₹95.54 |
| 24 Feb 2021 | ₹102.23 | ₹158.36 |
| 08 Dec 2021 | ₹160.36 | ₹191.64 |
| 20 Sep 2022 | ₹175.75 | ₹196.69 |
| 03 Jul 2023 | ₹200.29 | ₹210.14 |
| 14 Apr 2024 | ₹255.44 | ₹263.76 |
| 25 Jan 2025 | ₹265.86 | ₹271.05 |
| 07 Nov 2025 | ₹292.95 | ₹299.05 |
| 20 Aug 2026 | ₹317.88 | ₹298.95 |
| Metric | Sundaram · Regular NAV ₹31.84 Very High risk ★★★☆☆ | Category median ELSS · 51 funds |
|---|---|---|
| +9.95% | +2.06% | |
| +14.80% | +13.00% | |
| +17.71% | +12.22% | |
| — | +12.69% | |
| +13.09% | +13.09% | |
| +15.75% | — | |
| +19.39% | +14.73% | |
| +20.98% | +15.15% | |
| — | +14.10% | |
| Risk | ||
| 16.96% | 14.18% | |
| 0.49 | 0.47 | |
| 0.67 | 0.63 | |
| -61.70% | -37.97% | |
| Nifty 500 | — | |
| +1.44% | +0.84% | |
| 1.09 | 0.97 | |
| 103.9% | 100.1% | |
| 97.5% | 95.6% | |
| 1.21% | 1.93% | |
| ₹20.94Cr | ₹857.48Cr | |
| None | — | |
| 3 years | — | |
| ₹0 | — | |
| ₹500 | — | |
| 31% | 33% | |
| Sudhir Kedia | — | |
| 27 Mar 2017 | — | |
| 39 | — | |
| 46.1% | — | |
| 3.3% | — | |
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.