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Sundaram Long Term Tax Advantage Fund Series III

Sundaram Mutual Fund · Equity · ELSS (Tax Saver) · Close ended · History since Apr 2018
₹28.02 -2.2% · NAV on 23 Oct 2026 · — —

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Returns — — · up to 1 year simple %, longer periods yearly average

1 month-11.5%
3 months-10.0%
6 months-4.0%
1 year-4.4%
3 years+9.0%
5 years+13.6%
10 years—
Since start+12.8%

NAV history

Ups and downs

Worst fall from a peak (last 5 years)-22.8%
Peak → lowOct 2024 → Mar 2025
Volatility (last year)17.2%

Volatility shows how much the NAV usually swings in a year; higher means bigger ups and downs.

About this fund

Fund houseSundaram Mutual Fund
CategoryEquity · ELSS (Tax Saver)
TypeClose ended
Scheme code · ISIN142151 · INF903JA1BR5

Same category ELSS (Tax Saver) · current funds · by 3-year return

Fund1 year3 years5 years
SBI Long Term Advantage Fund - Series VSBI Mutual Fund -7.0% +17.8% +12.4%
Bank of India Mid Cap Tax Fund Series 1Bank of India Mutual Fund +0.2% +13.2% +9.8%
BANK OF INDIA MID CAP TAX FUND Series 2Bank of India Mutual Fund -3.8% +12.1% +9.0%
ICICI Prudential Long Term Wealth Enhancement FundICICI Prudential Mutual Fund -10.3% +12.0% +11.1%
Sundaram Long Term Tax Advantage Fund Series IIISundaram Mutual Fund · this fund -4.4% +9.0% +13.6%

13 current funds in ELSS (Tax Saver) · see all →. Funds are compared only within the same SEBI category.

All versions of this fund

PlanOptionNAV (₹)NAV dateScheme code
—— 28.02 23 Oct 2026 142151
—— 26.64 23 Oct 2026 142152
—— 29.01 23 Oct 2026 142153
—— 27.61 23 Oct 2026 142154

Direct plans are bought straight from the fund house and cost less; Regular plans include a distributor's commission. Growth keeps profits invested; IDCW pays them out from time to time.

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