MG
MFGenie.ai
Close Ended Schemeselssregulargrowth

Sundaram Long Term Tax Advantage Fund Series III Regular Plan - Growth

Sundaram Mutual Fund · AMFI Code: 142151

₹25.3270

NAV as of 30 Mar 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+1.19%
1 Month-9.03%
3 Months-11.13%
6 Months-9.48%
1 Year+4.94%
3 Years (CAGR)+15.67%
5 Years (CAGR)+20.06%
10 Years (CAGR)
Since Inception (Apr 2018)+12.33%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-11.39%
3 Year SIP+2.39%
5 Year SIP+11.08%
Since Inception (Apr 2018)+17.09%

Fund Details

Fund HouseSundaram Mutual Fund
CategoryClose Ended Schemeselss
Plan Typeregular
Optiongrowth
Min SIP₹500
Min Lumpsum₹1,000
Launch Date03 Apr 2018
AMFI Code142151

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

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