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

Close Ended Schemes(ELSS)ISIN INF903JA1BU9
NAV · 06-Jul-2026
₹31.2032
1M
+6.16%
6M
+8.94%
1Y (CAGR)
+9.40%
3Y (CAGR)
+15.73%
5Y (CAGR)
+18.31%
Since inception (CAGR)
+14.75%

NAV history

22.5425.6628.7704-07-202303-07-2026₹31.14
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Risk & SIP analytics

Q2 · 3Y in category
Volatility (3y)
16.55%
Downside dev (3y)
13.62%
Max drawdown (3y)
-22.7%
Sharpe (3y)
0.56
SIP XIRR (3y)
+12.51%
SIP XIRR (5y)
+16.18%
Calendar-year returns
2020 +17.2%2021 +70.0%2022 +6.5%2023 +42.9%2024 +12.4%2025 +4.3%

Fund facts

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