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

Close Ended Schemes(ELSS)ISIN INF903J014A9
NAV · 26-Mar-2025
₹31.7125
1M
+0.39%
6M
-7.67%
1Y (CAGR)
+8.10%
3Y (CAGR)
+13.64%
5Y (CAGR)
+25.63%
Since inception (CAGR)
+11.96%

NAV history

22.9427.1231.3028-03-202226-03-2025₹31.71
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Risk & SIP analytics

Q4 · 3Y in category
Volatility (3y)
12.75%
Downside dev (3y)
10.21%
Max drawdown (3y)
-13.4%
Sharpe (3y)
0.56
SIP XIRR (3y)
+12.60%
SIP XIRR (5y)
+16.11%
Calendar-year returns
2019 +5.7%2020 +17.1%2021 +30.6%2022 +9.0%2023 +21.1%2024 +11.1%

Fund facts

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