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← Sundaram Mutual Fund

Sundaram Long Term Tax Advantage Fund Series I Regular Plan - Growth

Close Ended Schemes(ELSS)ISIN INF903J012A3
NAV · 26-Mar-2025
₹30.9664
1M
+0.39%
6M
-7.69%
1Y (CAGR)
+8.04%
3Y (CAGR)
+13.64%
5Y (CAGR)
+25.56%
Since inception (CAGR)
+11.70%

NAV history

22.4226.4930.5728-03-202226-03-2025₹30.97
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Risk & SIP analytics

Q4 · 3Y in category
Volatility (3y)
12.76%
Downside dev (3y)
10.20%
Max drawdown (3y)
-13.4%
Sharpe (3y)
0.56
SIP XIRR (3y)
+12.59%
SIP XIRR (5y)
+16.06%
Calendar-year returns
2019 +5.3%2020 +16.9%2021 +30.4%2022 +8.8%2023 +21.4%2024 +11.0%

Fund facts

Launch date18-Dec-2014
Min lumpsum5000
AMCSundaram Asset Management Company Ltd