ReviewPlan n/a · Option n/a
SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES IV
- NAV
- 30.4552
- 15 Sept 2026
- 1Y
- +6.6%
- Trailing CAGR
- AUM
- ₹37.17 Cr
- 31 Aug 2026
- Volatility
- High
- 17.9% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+6.6%
- 3Y+11.3%
- 5Y+15.7%
- 10Yn/a
- SI+12.7%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+11.8%
- 3Y+9.0%
- 5Y+14.3%
- 10Yn/a
- Since inception
- +12.7%
- Calendar-day CAGR
- Excess 1Y
- -2.1%
- Category median, same plan and option
- 3Y win rate
- +76%
- Windows beating the median
- 3Y percentile
- 21
- Vs comparable share classes
- Worst rolling 3Y
- -19.5%
- 1595 daily-ending windows
- Median rolling 3Y
- +20.7%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1101 daily-ending windows
- SIP 3Y XIRR
- +9.0%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 20 days
- 78 recovered episodes
- Longest recovery
- 462 days
- Trough to prior peak
- Current spell
- 60 days
- Days below latest peak
- Time below peak
- +90%
- NAV observations
15 Jan 2018 – 29 Jun 2021
Trough 24 Mar 2020 · recovered in 462 days
-61.7%
15 Oct 2024 – 7 May 2026
Trough 3 Mar 2025 · recovered in 430 days
-24.2%
17 Jan 2022 – 26 Aug 2022
Trough 20 Jun 2022 · recovered in 67 days
-18.2%
7 Feb 2024 – 17 May 2024
Trough 13 Mar 2024 · recovered in 65 days
-11.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
21
Vs category
37
Consistency
61
Risk-adjusted
49
Drawdown
0
Mean
34
Portfolio
31 Aug 2026 · 40 holdings · top 10 are 45.3%.
- Top 5
- 26.6%
- Top 10
- 45.3%
- Largest holding
- n/a
- Effective holdings
- n/a
Asset mix
Equity
96.5%
Cash
3.5%
Sectors
Industrials
25.2%
Financial
22.7%
Consumer Discretionary
16.9%
Healthcare
12.5%
Materials
11.1%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Three-year return sits below the 25th percentile of comparable share classes.
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 76% of rolling 3-year windows.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Sundaram Long Term Tax Advantage Fund Series III
Sundaram Mutual Fund
- 1Y
- +6.4%
- 3Y
- +12.0%
- Vol
- 17.5%
- Max DD
- -50.8%
- Sharpe
- 0.56
- 3Y win
- +86%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Sundaram Long Term Tax Advantage Fund Series IV
Sundaram Mutual Fund
- 1Y
- +6.0%
- 3Y
- +12.4%
- Vol
- 17.1%
- Max DD
- -42.3%
- Sharpe
- 0.72
- 3Y win
- +87%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
ICICI Prudential R.I.G.H.T (Rewards of Investing & Generation of Healthy Tax-Savings) Fund
ICICI Prudential Mutual Fund
- 1Y
- -7.0%
- 3Y
- +6.4%
- Vol
- 13.4%
- Max DD
- -23.3%
- Sharpe
- 0.72
- 3Y win
- +95%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
UTI - Long Term Advantage Fund Series V
UTI Mutual Fund
- 1Y
- +77.5%
- 3Y
- +16.2%
- Vol
- 20.0%
- Max DD
- -48.0%
- Sharpe
- 0.28
- 3Y win
- +79%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
BANK OF INDIA MID CAP TAX FUND SERIES 1
Bank of India Mutual Fund
- 1Y
- +7.2%
- 3Y
- +13.5%
- Vol
- 17.2%
- Max DD
- -35.9%
- Sharpe
- 0.56
- 3Y win
- +50%
- Lower volatility
- Shallower drawdown
- Higher trailing returns