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← Sundaram Mutual Fund

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

Close Ended Schemes(ELSS)ISIN INF903J019V4
NAV · 23-Mar-2026
₹35.1776
1M
-7.74%
6M
-2.04%
1Y (CAGR)
+5.62%
3Y (CAGR)
+14.14%
5Y (CAGR)
+13.18%
Since inception (CAGR)
+13.40%

NAV history

26.9231.1135.3024-03-202323-03-2026₹35.18
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Risk & SIP analytics

Q3 · 3Y in category
Volatility (3y)
12.36%
Downside dev (3y)
9.77%
Max drawdown (3y)
-15.1%
Sharpe (3y)
0.62
SIP XIRR (3y)
+6.00%
SIP XIRR (5y)
+9.66%
Calendar-year returns
2020 +17.2%2021 +30.4%2022 +8.3%2023 +21.6%2024 +11.3%2025 +12.4%

Fund facts

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