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Sundaram Long Term Tax Advantage Fund Series I Direct Plan - GrowthvsUTI Long Term Advantage Fund Series III - Direct Plan - Growth Option
Side-by-side comparison of Sundaram Long Term Tax Advantage Fund Series I Direct Plan - Growth and UTI Long Term Advantage Fund Series III - Direct Plan - Growth Option — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
elss
Sundaram Long Term Tax Advantage Fund Series I Direct Plan - Growth
3Y ago₹1.47 L
5Y ago₹3.14 L
elss
UTI Long Term Advantage Fund Series III - Direct Plan - Growth Option
3Y ago₹1.68 L
5Y ago₹2.03 L
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Sundaram Long Term Tax Advantag… | UTI Long Term Advantage Fund Se… |
|---|---|---|
| Fund house | Sundaram Mutual Fund | UTI Mutual Fund |
| Category | ELSS | ELSS |
| Latest NAV | ₹31.7125 | ₹23.2926 |
| Assets managed (AUM) | — | — |
| 1Y return | 8.09% | 76.80% |
| 3Y CAGR | 13.64% | 18.79% |
| 5Y CAGR | 25.68% | 15.21% |
| Since inception CAGR | 11.96% | 16.62% |
| Bumpiness · 3Y (annualised σ) | 12.77 | 23.31 |
| Worst drop ever | -38.37% | -47.43% |
| Sharpe · 3Y (rf=6%) | 0.55 | 0.50 |
Explore each fund individually
Sundaram Long Term Tax Advantage Fund Series I Direct Plan - Growth →UTI Long Term Advantage Fund Series III - Direct Plan - Growth Option →
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