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Otherregulargrowth

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

Sundaram Mutual Fund

₹30.9664

0.00 (+0.01%)

NAV as of 26 Mar 2025

Today's NAV — all variants

Regular · Growth

Discontinued / Inactive

26 Mar 2025

AMFI: 133322

Direct · Growth

Discontinued / Inactive

26 Mar 2025

AMFI: 133324

Regular · IDCW

Discontinued / Inactive

26 Mar 2025

AMFI: 133323

Direct · IDCW

Discontinued / Inactive

26 Mar 2025

AMFI: 133325

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 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, annualised
1 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

Trailing 1 year, annualised

0.65

Sharpe Ratio

Alpha

Beta

0.59

Sortino

13.01%

Std Dev

-11.60%

Max Drawdown

Portfolio Holdings

Holdings data not yet available for this fund.

Performance Comparison

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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