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Sundaram Mutual Fund · ELSS
Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Growth
₹35.1422NAV 2026-05-22
Regular PlanGrowthSince 2018-07-057.7y historyAUM ₹15 CrINF903JA1CX1
NAV History
2021-05-24 → 2026-05-22
+158.07%
Returns vs Category
1M
3M
6M
1Y
3Y
5Y
10Y
Fund
+2.3%
+7.3%
+3.3%
+12.9%
+18.7%
+21.2%
-
Risk Metrics
Sharpe
0.63
Sortino
0.83
Max DD
-42.4%
Volatility
+17.2%
Best Year
+68.6%
Worst Year
-7.8%
SIP / Lumpsum Calculator
₹
Risk & Portfolio
Avg AUM
₹15 Cr
AUM as of
2026-03-31
Volatility (annualised)
+17.2%
Max drawdown
-42.4%
Sharpe ratio
0.63
Sortino ratio
0.83
Calmar ratio
0.44
Positive months
61%
Best year
+68.6%
Worst year
-7.8%
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.