Sundaram Long Term Tax Advantage Fund Series I Direct Plan - Growth
Mutual Fund · ELSS · As of 18 Oct 2026, 7:44 pm
Solid risk-adjusted track record over the available NAV history. Returns have been compensating reasonably for the volatility taken. Still confirm current expense ratio, exit load, and portfolio concentration directly from the AMC factsheet before committing.
DalalBaazaar Score
63/ 100
Good
Weighted across five categories. Every point is explained below.
✗ Worst peak-to-trough fall was 38.4%. That is the loss you would have had to hold through without selling.
✓ Captured only 86% of the index's down months
• Capture profile: 96% of index gains, 86% of index falls
Investment Checklist
3 / 4 checks passed
✓ Positive 3-year track record
✓ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✗ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹31.71
As of
26 Mar 2025
Fund History Available
10.0 yrs
3Y Return (CAGR)
15.1%
5Y Return (CAGR)
10.2%
Annualized Volatility
13.1%
Relatively stable
Sharpe Ratio (est.)
0.65
Moderate
Max Drawdown
-38.4%
Severe historical drop
Category
ELSS
Fund House
Sundaram Mutual Fund
Category Peer Comparison
Scheme
1Y Return
Baroda ELSS 96 Plan B(Direct) -Growth Option
—
UTI ELSS Tax Saver Fund - Direct Plan - Growth
-6.9%
SBI ELSS Tax Saver Fund - Direct Plan - Growth
-6.7%
DSP ELSS Tax Saver Fund - Direct Plan - Growth
-4.8%
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹8,75,532
Estimated Gain
₹2,75,532
Risk Flags
This fund has seen a peak-to-trough drawdown of -38.4% in its available history — make sure you can stomach that kind of swing.
Watch Items
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
