elssHigh risk

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

An equity fund that also saves you tax under Section 80C. Money is locked in for 3 years. From Sundaram Mutual Fund. It's been running since 1 Apr 2015.

Latest price per unit

₹31.7125

▲ 0.01% today

As of 26 Mar 2025 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.08 L

▲ ₹8.1k gain · 8.1% / year

Invested 3 years ago

₹1.47 L

▲ ₹46.7k gain · 13.6% / year

Invested 5 years ago

₹3.14 L

▲ ₹2.14 L gain · 25.7% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

12.8%

The value swings roughly 13% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-38.37%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year8.10%

CAGR — 3 years13.64%

CAGR — 5 years25.68%

CAGR — since launch11.96%

Volatility — 1 year (annualised)13.78%

Volatility — 3 years (annualised)12.77%

Max drawdown — 1 year-11.58%

Max drawdown — 3 years-13.42%

Sharpe ratio — 1 year (rf=6%)0.14

Sharpe ratio — 3 years (rf=6%)0.55

Fund info

Fund house: Sundaram Mutual Fund
Category: ELSS
Plan: Direct
Option: Growth
ISIN (Growth): INF903J014A9
ISIN (Div re-invest): —
Fund code: 133324
First price on record: 1 Apr 2015 · 2,460 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.