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← Sundaram Mutual Fund

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

Close Ended Schemes(ELSS)ISIN INF903J015A6
NAV · 26-Mar-2025
₹25.1838
1M
+0.39%
6M
-7.67%
1Y (CAGR)
+8.10%
3Y (CAGR)
+11.84%
5Y (CAGR)
+21.92%
Since inception (CAGR)
+9.41%

NAV history

18.8221.9225.0228-03-202226-03-2025₹25.18
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Risk & SIP analytics

Q4 · 3Y in category
Volatility (3y)
13.10%
Downside dev (3y)
10.96%
Max drawdown (3y)
-13.4%
Sharpe (3y)
0.41
SIP XIRR (3y)
+10.44%
SIP XIRR (5y)
+13.02%
Calendar-year returns
2019 +5.7%2020 +17.1%2021 +17.9%2022 +9.0%2023 +15.5%2024 +11.1%

Fund facts

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