Sundaram Long Term Tax Advantage Fund Series III Direct Plan

NAV · Direct-Growth

₹31.59+0.15+0.48%

As of 6 Oct 2026 · AMFI

NAV growth+7.0%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Consistency

Strong

positive in 7 of 8 years

1Y return

+7.0%

3Y CAGR

+11.7%

5Y CAGR

+15.9%

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

18.6%

3Y std dev

Go deeper on Sundaram Long Term Tax Advantage Fund Series III Direct Plan

Two data-only views, computed from this fund's real NAV history — no projections.

Sundaram Long Term Tax Advantage Fund Series III Direct Plan SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Sundaram Long Term Tax Advantage Fund Series III Direct Plan real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Long-run track record: about 15.9% CAGR over 5 years. Worst historical drawdown: -50% in Mar 2020, recovered in 11 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF903JA1BT1

NAV (Direct-Growth)

₹31.5899

Last 1Y

+7.01%

Oct 25Min ₹25.87 · Max ₹33.58 · 245 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-49.9%

Peak ₹10.17 on 30 Apr 2018 → trough ₹5.10 on 24 Mar 2020 (23 months down).

Recovered in 11 months· 18 Feb 2021

Mar 2025

-22.7%

Peak ₹30.46 on 15 Oct 2024 → trough ₹23.54 on 3 Mar 2025 (5 months down).

Recovered in 10 months· 5 Jan 2026

Jun 2022

-16.7%

Peak ₹16.61 on 17 Jan 2022 → trough ₹13.84 on 20 Jun 2022 (5 months down).

Recovered in 2 months· 12 Aug 2022

Mar 2026

-15.1%

Peak ₹30.48 on 5 Jan 2026 → trough ₹25.87 on 23 Mar 2026 (3 months down).

Recovered in 1 months· 22 Apr 2026

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.71%	—	—
1M	-3.30%	—	—
3M	-3.62%	—	—
6M	+15.42%	—	—
YTD	+6.26%	—	—
1Y	+7.01%	—	—
2Y	+3.17%	—	—
3Y	+11.66%	—	—
5Y	+15.86%	—	—
7Y	+22.34%	—	—

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.

NEW

See your SIP through Indian market history

Pick a fund and a start year — get a 60-second cinematic replay of every crash, boom, and headline with your money in it. Real NAV data, no “assumed 12%” lies.

Try Wealth Time Machine

AI · Free

Find what's really inside your funds

Upload your CAS PDF — get instant stock concentration, hidden fund overlap, sector risk, and 3 key insights, written by AI in plain English.

Run Portfolio X-Ray