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

Close Ended Schemes(ELSS)ISIN INF903JA1CZ6
NAV · 06-Jul-2026
₹37.6549
1M
+5.87%
6M
+8.48%
1Y (CAGR)
+9.31%
3Y (CAGR)
+17.76%
5Y (CAGR)
+19.55%
Since inception (CAGR)
+17.98%

NAV history

26.2830.4134.5404-07-202303-07-2026₹37.60
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Risk & SIP analytics

Q1 · TOP · 3Y in category
Volatility (3y)
16.24%
Downside dev (3y)
13.13%
Max drawdown (3y)
-22.1%
Sharpe (3y)
0.69
SIP XIRR (3y)
+13.23%
SIP XIRR (5y)
+17.58%
Calendar-year returns
2020 +17.9%2021 +69.0%2022 +5.4%2023 +51.0%2024 +12.5%2025 +5.2%

Fund facts

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