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.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 4 other funds in Money Market
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 6 of last 7 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 12% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of Sundaram Long Term Tax Advantage Fund Series II Direct Plan - Growth against other debt funds.
Technical details (for the pros)
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
About Sundaram Long Term Tax Advantage Fund Series II Direct Plan - Growth
Sundaram Long Term Tax Advantage Fund Series II Direct Plan - Growth is a Money Market offered by Taurus Mutual Fund under the Direct plan with the Growth option. It has approximately 11 years of NAV track record. The fund falls in the debt category — Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals.
The current NAV of Sundaram Long Term Tax Advantage Fund Series II Direct Plan - Growth is ₹36.3216 (as of 23 Mar 2026). Historically, it has delivered 5.88% over the last year, 14.11% CAGR over 3 years, 13.03% CAGR over 5 years. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 12.4% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 38.1%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of Sundaram Long Term Tax Advantage Fund Series II Direct Plan - Growth?+
The latest NAV of Sundaram Long Term Tax Advantage Fund Series II Direct Plan - Growth is ₹36.3216 as of 23 Mar 2026, up 0.03% from the previous day. NAV is updated once a business day after the market close.
What are the returns of Sundaram Long Term Tax Advantage Fund Series II Direct Plan - Growth?+
Sundaram Long Term Tax Advantage Fund Series II Direct Plan - Growth has delivered 1-year return 5.88%, 3-year CAGR 14.11%, 5-year CAGR 13.03%, since-inception CAGR 13.76%. Returns are historical and don't predict future performance — markets move in cycles.
What category does Sundaram Long Term Tax Advantage Fund Series II Direct Plan - Growth belong to?+
Sundaram Long Term Tax Advantage Fund Series II Direct Plan - Growth is categorised as Money Market. Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals.
How risky is Sundaram Long Term Tax Advantage Fund Series II Direct Plan - Growth?+
Based on its 3-year annualised volatility of 12.4%, Sundaram Long Term Tax Advantage Fund Series II Direct Plan - Growth sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is Sundaram Long Term Tax Advantage Fund Series II Direct Plan - Growth a direct plan?+
Sundaram Long Term Tax Advantage Fund Series II Direct Plan - Growth is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).
How old is Sundaram Long Term Tax Advantage Fund Series II Direct Plan - Growth?+
Sundaram Long Term Tax Advantage Fund Series II Direct Plan - Growth has NAV history available from 23 Mar 2016 — approximately 11 years of track record and 2,461 daily NAV observations.
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.