InvestVerdict
SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES IV
· · ELSS (Tax Saving) · Scheme code 139989
Fund houseSundaram Mutual Fund
CategoryELSS (Tax Saving)
Plan & optionRegular ·
History9.4 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.65 | 4.38 | 13.15 | 12.06 | 11.81 | 16.20 | 22.31 | — | 12.60 |
| Nifty 500 benchmark |
0.87 | 4.31 | 2.15 | 5.20 | 12.49 | 11.41 | — | — | 15.49 |
| ELSS (Tax Saving) category median |
— | — | — | 2.62 | 13.24 | 12.25 | — | 12.78 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 17.8% | 0.30 | 0.40 | 1.11 | 6.77% | -61.3% | 74.78 |
| Nifty 500 benchmark |
17.2% | 0.35 | 0.47 | — | — | -37.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 83 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 415 | -44.3% | 8.5% | 120.6% | 32% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.