elssHigh risk
Sundaram Long Term Tax Advantage Fund Series I Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
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
₹25.1838
▲ 0.01% today
As of 26 Mar 2025 · updated once each business day
What ₹1 lakh would have become
Based on past returnsInvested 1 year ago
₹1.08 L
▲ ₹8.1k gain · 8.1% / year
Invested 3 years ago
₹1.40 L
▲ ₹39.9k gain · 11.8% / year
Invested 5 years ago
₹2.70 L
▲ ₹1.70 L gain · 22.0% / 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
13.1%
The value swings roughly 13% up or down in a typical year. Finance-speak calls this volatility.
Worst drop ever
-38.92%
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 years11.84%
CAGR — 5 years21.98%
CAGR — since launch9.41%
Volatility — 1 year (annualised)13.78%
Volatility — 3 years (annualised)13.11%
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%)0.41
Fund info
- Fund house
- Sundaram Mutual Fund
- Category
- ELSS
- Plan
- Direct
- Option
- IDCW
- ISIN (Growth)
- INF903J015A6
- ISIN (Div re-invest)
- —
- Fund code
- 133325
- 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.