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← Sundaram Mutual Fund

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

Close Ended Schemes(ELSS)ISIN INF903JA1BR5
NAV · 06-Jul-2026
₹31.6828
1M
+6.14%
6M
+8.80%
1Y (CAGR)
+9.15%
3Y (CAGR)
+17.37%
5Y (CAGR)
+19.20%
Since inception (CAGR)
+14.97%

NAV history

22.2325.6329.0204-07-202303-07-2026₹31.62
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Risk & SIP analytics

Q1 · TOP · 3Y in category
Volatility (3y)
16.35%
Downside dev (3y)
13.26%
Max drawdown (3y)
-22.8%
Sharpe (3y)
0.66
SIP XIRR (3y)
+12.84%
SIP XIRR (5y)
+17.16%
Calendar-year returns
2020 +16.9%2021 +69.5%2022 +6.1%2023 +50.0%2024 +12.1%2025 +4.1%

Fund facts

TER · AMFI officialDirect 0.97% · Regular 1.21% (2026-06-30)
Launch date27-Dec-2017
Min lumpsum500
AMCSundaram Asset Management Company Ltd