Sundaram Long Term Tax Advantage Fund Series III Regular Plan

NAV · Regular-Growth

—+0.14+0.48%

As of — · AMFI

NAV growth+6.7%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Consistency

Strong

positive in 7 of 8 years

1Y return

+6.7%

3Y CAGR

+11.4%

5Y CAGR

+15.6%

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

18.6%

3Y std dev

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

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

Sundaram Long Term Tax Advantage Fund Series III Regular 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 Regular 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 15.6% CAGR over 5 years. Worst historical drawdown: -51% 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 Regular · Growth · INF903JA1BR5

NAV (Direct-Growth)

₹30.5178

Last 1Y

+6.74%

Oct 25Min ₹25.03 · Max ₹32.45 · 245 ptsOct 26

Drawdown stories

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

Mar 2020

-50.7%

Peak ₹10.15 on 30 Apr 2018 → trough ₹5.00 on 24 Mar 2020 (23 months down).

Recovered in 11 months· 25 Feb 2021

Mar 2025

-22.8%

Peak ₹29.56 on 15 Oct 2024 → trough ₹22.82 on 3 Mar 2025 (5 months down).

Recovered in 14 months· 22 Apr 2026

Jun 2022

-16.7%

Peak ₹16.21 on 17 Jan 2022 → trough ₹13.50 on 20 Jun 2022 (5 months down).

Recovered in 2 months· 12 Aug 2022

Mar 2024

-11.5%

Peak ₹25.40 on 7 Feb 2024 → trough ₹22.47 on 13 Mar 2024 (1 months down).

Recovered in 2 months· 30 Apr 2024

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	-0.72%	—	—
1M	-3.32%	—	—
3M	-3.68%	—	—
6M	+15.29%	—	—
YTD	+6.04%	—	—
1Y	+6.74%	—	—
2Y	+2.92%	—	—
3Y	+11.41%	—	—
5Y	+15.61%	—	—
7Y	+22.06%	—	—

Available plans & options

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