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Sundaram Mutual Fund · ELSS
Sundaram Long Term Tax Advantage Fund Series I Regular Plan - Growth
₹30.9664NAV 2025-03-26
Regular PlanGrowthSince 2015-04-019.8y historyINF903J012A3
NAV History
2020-03-27 → 2025-03-26
+211.84%
Returns vs Category
1M
3M
6M
1Y
3Y
5Y
10Y
Fund
+0.4%
-1.2%
-7.7%
+8.0%
+13.6%
+25.6%
-
Risk Metrics
Sharpe
0.35
Sortino
0.46
Max DD
-38.4%
Volatility
+16.5%
Best Year
+30.4%
Worst Year
-7.9%
SIP / Lumpsum Calculator
₹
Risk & Portfolio
Avg AUM
-
AUM as of
-
Volatility (annualised)
+16.5%
Max drawdown
-38.4%
Sharpe ratio
0.35
Sortino ratio
0.46
Calmar ratio
0.36
Positive months
61%
Best year
+30.4%
Worst year
-7.9%
Peers — ELSS
SBI Long Term Advantage Fund - Series V - Direct Plan - Growth
SBI Mutual Fund
+20.9%
3Y
₹28 Cr
AUM
0.58
Sharpe
Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Growth
Sundaram Mutual Fund
+19.0%
3Y
₹1 Cr
AUM
0.65
Sharpe
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Plan - Growth
Sundaram Mutual Fund
+18.8%
3Y
₹1 Cr
AUM
0.42
Sharpe
Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth
Sundaram Mutual Fund
+18.7%
3Y
₹2 Cr
AUM
0.51
Sharpe
BANK OF INDIA Mid Cap Tax Fund Series 1 Direct Plan Growth
Bank of India Mutual Fund
+18.3%
3Y
₹15 Cr
AUM
0.46
Sharpe
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Growth
Sundaram Mutual Fund
+18.1%
3Y
₹2 Cr
AUM
0.40
Sharpe
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan - Growth
Sundaram Mutual Fund
+18.0%
3Y
₹1 Cr
AUM
0.41
Sharpe
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Plan - Growth
Sundaram Mutual Fund
+17.8%
3Y
₹1 Cr
AUM
0.47
Sharpe
Returns derived from daily AMFI NAV. Sub-1Y returns are point-to-point; 3Y+ are CAGR. Sharpe and Sortino computed against a 7% annualised risk-free rate (0.07). Past performance does not guarantee future results.