Otherregulargrowth
Sundaram Long Term Tax Advantage Fund Series I Regular Plan - Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+0.09%
1 Month+0.39%
3 Months-1.22%
6 Months-7.69%
1 Year+8.03%
3 Years (CAGR)+13.65%
5 Years (CAGR)+25.54%
10 Years (CAGR)—
Since Inception (Apr 2015)+11.70%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-1.31%
3 Year SIP+12.74%
5 Year SIP+16.43%
Since Inception (Apr 2015)+13.98%
Fund Details
Fund HouseSundaram Mutual Fund
CategoryOther
Plan Typeregular
Optiongrowth
Min SIP₹500
Min Lumpsum₹1,000
Launch Date01 Apr 2015
AMFI Code133322
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
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Our experts will help you decide if this fund fits your goals.
Investment Objective
Sundaram Long Term Tax Advantage Fund Series I Regular Plan - Growth by Sundaram Mutual Fund is a Other fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Other category.
About This Fund
Sundaram Long Term Tax Advantage Fund Series I Regular Plan - Growth is a Other mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 11 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations