Sundaram Long Term Tax Advantage Fund Series IV Direct Plan

NAV · Direct-Growth

₹36.05-0.01-0.03%

As of 5 Oct 2026 · AMFI

NAV growth+5.9%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Consistency

Strong

positive in 7 of 8 years

1Y return

+6.4%

3Y CAGR

+11.8%

5Y CAGR

+15.6%

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

18.5%

3Y std dev

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

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

Sundaram Long Term Tax Advantage Fund Series IV 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 IV 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 15.6% CAGR over 5 years. Worst historical drawdown: -42% in Mar 2020, recovered in 9 months.

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

NAV history

Showing Direct · Growth · INF903JA1CZ6

NAV (Direct-Growth)

₹36.0521

Last 1Y

+5.94%

Oct 25Min ₹29.76 · Max ₹38.74 · 244 ptsOct 26

Drawdown stories

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

Mar 2020

-42.3%

Peak ₹10.31 on 28 May 2019 → trough ₹5.95 on 24 Mar 2020 (10 months down).

Recovered in 9 months· 14 Dec 2020

Mar 2025

-22.1%

Peak ₹34.78 on 15 Oct 2024 → trough ₹27.10 on 3 Mar 2025 (5 months down).

Recovered in 8 months· 23 Oct 2025

Jun 2022

-17.4%

Peak ₹19.11 on 17 Jan 2022 → trough ₹15.79 on 20 Jun 2022 (5 months down).

Recovered in 2 months· 16 Aug 2022

Mar 2026

-15.4%

Peak ₹35.19 on 5 Jan 2026 → trough ₹29.76 on 23 Mar 2026 (3 months down).

Recovered in 1 months· 27 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	-0.98%	—	—
1M	-4.01%	—	—
3M	-4.12%	—	—
6M	+15.66%	—	—
YTD	+5.02%	—	—
1Y	+6.44%	—	—
2Y	+3.06%	—	—
3Y	+11.80%	—	—
5Y	+15.58%	—	—
7Y	+22.36%	—	—

Available plans & options

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