OriginFunds
← Sundaram Mutual Fund

Sundaram Long Term Tax Advantage Fund Series I Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)

Close Ended Schemes(ELSS)ISIN INF903J013A1
NAV · 26-Mar-2025
₹24.4751
1M
+0.39%
6M
-7.69%
1Y (CAGR)
+8.04%
3Y (CAGR)
+11.79%
5Y (CAGR)
+21.76%
Since inception (CAGR)
+9.10%

NAV history

18.3121.3224.3328-03-202226-03-2025₹24.48
 hover for values

Risk & SIP analytics

Q4 · 3Y in category
Volatility (3y)
13.12%
Downside dev (3y)
10.99%
Max drawdown (3y)
-13.4%
Sharpe (3y)
0.40
SIP XIRR (3y)
+10.37%
SIP XIRR (5y)
+12.89%
Calendar-year returns
2019 +5.3%2020 +16.9%2021 +17.5%2022 +8.8%2023 +15.5%2024 +11.0%

Fund facts

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