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

Close Ended Schemes(ELSS)ISIN INF903J011W9
NAV · 23-Mar-2026
₹36.3216
1M
-7.72%
6M
-1.94%
1Y (CAGR)
+5.85%
3Y (CAGR)
+14.39%
5Y (CAGR)
+13.41%
Since inception (CAGR)
+13.76%

NAV history

27.6632.0336.4024-03-202323-03-2026₹36.32
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Risk & SIP analytics

Q3 · 3Y in category
Volatility (3y)
12.36%
Downside dev (3y)
9.77%
Max drawdown (3y)
-15.0%
Sharpe (3y)
0.64
SIP XIRR (3y)
+6.24%
SIP XIRR (5y)
+9.90%
Calendar-year returns
2020 +17.4%2021 +30.6%2022 +8.5%2023 +21.9%2024 +11.5%2025 +12.7%

Fund facts

Launch date03-Nov-2015
Min lumpsum5000
AMCSundaram Asset Management Company Ltd