Sundaram Long Term Tax Advantage Fund Series II Regular Plan - Growth
₹35.1776
₹0.01 (+0.03%)
NAV as of 23 Mar 2026
Today's NAV — all variants
Regular · Growth
₹₹35.1776
₹0.01 (+0.03%)
23 Mar 2026
AMFI: 135684
Direct · Growth
₹₹36.3216
₹0.01 (+0.03%)
23 Mar 2026
AMFI: 135682
Regular · IDCW
₹₹27.0320
₹0.01 (+0.03%)
23 Mar 2026
AMFI: 135683
Direct · IDCW
₹₹28.0616
₹0.01 (+0.03%)
23 Mar 2026
AMFI: 135681
Returns (Lumpsum)
CAGR for periods ≥ 1 yearSIP Returns (XIRR)
₹1,000/month SIP, annualisedFund Details
Risk Metrics
Trailing 1 year, annualised-0.65
Sharpe Ratio
—
Alpha
—
Beta
-0.65
Sortino
12.19%
Std Dev
-14.21%
Max Drawdown
Portfolio Holdings
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Sundaram Long Term Tax Advantage Fund Series II 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 II Regular Plan - Growth is a Other mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 10 years. It manages assets worth ₹11.7 Cr, reflecting investor confidence in the fund's strategy.
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