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← Sundaram Mutual Fund

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

Close Ended Schemes(ELSS)ISIN INF903JA1CY9
NAV · 06-Jul-2026
₹33.8186
1M
+5.86%
6M
+8.38%
1Y (CAGR)
+9.10%
3Y (CAGR)
+15.55%
5Y (CAGR)
+18.09%
Since inception (CAGR)
+16.41%

NAV history

24.5427.9231.2904-07-202303-07-2026₹33.77
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Risk & SIP analytics

Q2 · 3Y in category
Volatility (3y)
16.44%
Downside dev (3y)
13.51%
Max drawdown (3y)
-22.2%
Sharpe (3y)
0.55
SIP XIRR (3y)
+12.39%
SIP XIRR (5y)
+16.05%
Calendar-year returns
2020 +17.5%2021 +62.7%2022 +5.2%2023 +43.1%2024 +12.2%2025 +5.0%

Fund facts

Launch date27-Mar-2018
Min lumpsum500
AMCSundaram Asset Management Company Ltd