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← Sundaram Mutual Fund

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

Close Ended Schemes(ELSS)ISIN INF903JA1CX1
NAV · 06-Jul-2026
₹36.8531
1M
+5.86%
6M
+8.38%
1Y (CAGR)
+9.10%
3Y (CAGR)
+17.52%
5Y (CAGR)
+19.30%
Since inception (CAGR)
+17.67%

NAV history

25.8329.8333.8404-07-202303-07-2026₹36.80
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Risk & SIP analytics

Q1 · TOP · 3Y in category
Volatility (3y)
16.24%
Downside dev (3y)
13.13%
Max drawdown (3y)
-22.2%
Sharpe (3y)
0.68
SIP XIRR (3y)
+13.00%
SIP XIRR (5y)
+17.33%
Calendar-year returns
2020 +17.5%2021 +68.6%2022 +5.2%2023 +50.5%2024 +12.2%2025 +5.0%

Fund facts

TER · AMFI officialDirect 0.99% · Regular 1.19% (2026-06-30)
Launch date27-Mar-2018
Min lumpsum500
AMCSundaram Asset Management Company Ltd