Close Ended Schemeselssregulargrowth

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

Sundaram Mutual Fund · AMFI Code: 143077

₹₹29.4871

NAV as of 30 Mar 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year

1 Week+1.17%

1 Month-9.40%

3 Months-11.52%

6 Months-9.75%

1 Year+4.95%

3 Years (CAGR)+15.93%

5 Years (CAGR)+19.91%

10 Years (CAGR)—

Since Inception (Jul 2018)+14.97%

₹1,000/month SIP, annualised

1 Year SIP-11.66%

3 Year SIP+2.61%

5 Year SIP+11.23%

Since Inception (Jul 2018)+17.52%

Fund HouseSundaram Mutual Fund

CategoryClose Ended Schemeselss

Plan Typeregular

Optiongrowth

Min SIP₹500

Min Lumpsum₹1,000

Launch Date05 Jul 2018

AMFI Code143077

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Sharpe Ratio

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Alpha

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Beta

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Sortino

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Std Dev

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Max Drawdown

Our advisors will help you decide if this fund fits your goals.