ELSS (Closed)directgrowth

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

Sundaram Mutual Fund · AMFI Code: 135682

₹36.3216

NAV as of 23 Mar 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.08%
1 Month-7.72%
3 Months-8.05%
6 Months-1.94%
1 Year+5.88%
3 Years (CAGR)+14.38%
5 Years (CAGR)+13.40%
10 Years (CAGR)+13.76%
Since Inception (Mar 2016)+13.76%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-2.76%
3 Year SIP+6.68%
5 Year SIP+10.01%
Since Inception (Mar 2016)+13.02%

Fund Details

Fund HouseSundaram Mutual Fund
CategoryELSS (Closed)
Plan Typedirect
Optiongrowth
Min SIP₹500
Min Lumpsum₹1,000
Launch Date23 Mar 2016
AMFI Code135682

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown