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Sundaram Mutual Fund · ELSS
Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth
₹31.1948NAV 2026-05-22
Direct PlanGrowthSince 2018-04-037.9y historyAUM ₹2 CrINF903JA1BT1
NAV History
2021-05-24 → 2026-05-22
+160.69%
Returns vs Category
1M
3M
6M
1Y
3Y
5Y
10Y
Fund
+1.9%
+7.6%
+3.8%
+12.8%
+18.7%
+21.5%
-
Risk Metrics
Sharpe
0.51
Sortino
0.66
Max DD
-49.9%
Volatility
+17.7%
Best Year
+70.0%
Worst Year
-14.0%
SIP / Lumpsum Calculator
₹
Risk & Portfolio
Avg AUM
₹2 Cr
AUM as of
2026-03-31
Volatility (annualised)
+17.7%
Max drawdown
-49.9%
Sharpe ratio
0.51
Sortino ratio
0.66
Calmar ratio
0.38
Positive months
60%
Best year
+70.0%
Worst year
-14.0%
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
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
BANK OF INDIA Midcap Tax Fund Series 2 Direct Plan Growth
Bank of India Mutual Fund
+17.3%
3Y
₹2 Cr
AUM
0.65
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.