Otherregulargrowth
Sundaram Long Term Tax Advantage Fund Series III Regular Plan - Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 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, annualised1 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
CategoryOther
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
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 III 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 III Regular Plan - Growth is a Other mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 8 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