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

Close Ended Schemes(ELSS)ISIN INF903JA1BT1
NAV · 06-Jul-2026
₹32.7766
1M
+6.16%
6M
+8.93%
1Y (CAGR)
+9.40%
3Y (CAGR)
+17.64%
5Y (CAGR)
+19.48%
Since inception (CAGR)
+15.44%

NAV history

22.8926.4430.0004-07-202303-07-2026₹32.71
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Risk & SIP analytics

Q1 · TOP · 3Y in category
Volatility (3y)
16.35%
Downside dev (3y)
13.26%
Max drawdown (3y)
-22.7%
Sharpe (3y)
0.68
SIP XIRR (3y)
+13.10%
SIP XIRR (5y)
+17.42%
Calendar-year returns
2020 +17.2%2021 +70.0%2022 +6.5%2023 +50.1%2024 +12.4%2025 +4.3%

Fund facts

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