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

Close Ended Schemes(ELSS)ISIN INF903JA1DA7
NAV · 06-Jul-2026
₹34.5964
1M
+5.87%
6M
+8.48%
1Y (CAGR)
+9.31%
3Y (CAGR)
+15.83%
5Y (CAGR)
+18.36%
Since inception (CAGR)
+16.74%

NAV history

24.9828.4831.9704-07-202303-07-2026₹34.55
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Risk & SIP analytics

Q2 · 3Y in category
Volatility (3y)
16.43%
Downside dev (3y)
13.49%
Max drawdown (3y)
-22.1%
Sharpe (3y)
0.57
SIP XIRR (3y)
+12.63%
SIP XIRR (5y)
+16.32%
Calendar-year returns
2020 +17.9%2021 +63.2%2022 +5.4%2023 +43.7%2024 +12.5%2025 +5.2%

Fund facts

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