debtHigh risk

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

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From Taurus Mutual Fund. It's been running since 23 Mar 2016.

Latest price per unit

₹36.3216

▲ 0.03% today

As of 23 Mar 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.06 L

▲ ₹5.9k gain · 5.9% / year

Invested 3 years ago

₹1.49 L

▲ ₹48.6k gain · 14.1% / year

Invested 5 years ago

₹1.84 L

▲ ₹84.5k gain · 13.0% / 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

12.4%

The value swings roughly 12% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-38.08%

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 year5.85%

CAGR — 3 years14.11%

CAGR — 5 years13.03%

CAGR — since launch13.76%

Volatility — 1 year (annualised)11.74%

Volatility — 3 years (annualised)12.37%

Max drawdown — 1 year-8.91%

Max drawdown — 3 years-15.01%

Sharpe ratio — 1 year (rf=6%)-0.11

Sharpe ratio — 3 years (rf=6%)0.61

Fund info

Fund house: Taurus Mutual Fund
Category: Money Market
Plan: Direct
Option: Growth
ISIN (Growth): INF903J011W9
ISIN (Div re-invest)
Fund code: 135682
First price on record: 23 Mar 2016 · 2,461 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.