Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
1/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
elssDirect
Sundaram Long Term Tax Advantage Fund Series I Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
3Y ago₹1.40 L
5Y ago₹2.70 L
Every metric, side-by-side
marks the winner per row.
| Metric | Sundaram Long Term Tax Advantag… |
|---|---|
| Fund house | Sundaram Mutual Fund |
| Category | ELSS |
| Plan | Direct |
| Latest NAV | ₹25.1838 |
| Assets managed (AUM) | — |
| 1M return | 0.38% |
| 6M return | -8.19% |
| 1Y return | 8.09% |
| 3Y CAGR | 11.84% |
| 5Y CAGR | 21.98% |
| Since inception CAGR | 9.41% |
| Bumpiness · 3Y (annualised σ) | 13.11 |
| Worst drop ever | -38.92% |
| Sharpe · 3Y (rf=6%) | 0.41 |