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

Close Ended Schemes(ELSS)ISIN INF903JA1BS3
NAV · 06-Jul-2026
₹30.1189
1M
+6.14%
6M
+8.81%
1Y (CAGR)
+9.15%
3Y (CAGR)
+15.41%
5Y (CAGR)
+18.00%
Since inception (CAGR)
+14.27%

NAV history

21.8924.8527.8004-07-202303-07-2026₹30.06
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Risk & SIP analytics

Q3 · 3Y in category
Volatility (3y)
16.56%
Downside dev (3y)
13.65%
Max drawdown (3y)
-22.8%
Sharpe (3y)
0.54
SIP XIRR (3y)
+12.24%
SIP XIRR (5y)
+15.89%
Calendar-year returns
2020 +16.9%2021 +69.5%2022 +6.1%2023 +42.6%2024 +12.1%2025 +4.1%

Fund facts

Launch date27-Dec-2017
Min lumpsum500
AMCSundaram Asset Management Company Ltd