Sundaram Mutual FundELSS (Tax Saver)Regular plan, growth

Sundaram Long Term Tax Advantage Fund Series III

Loading NAV history…

Fund only: no comparison series covers this fund's history.

Five years of daily NAVs. Risk-free rate 6.5% a year.

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
Fund	-3.0%	+3.7%	+21.8%	+9.0%	+9.0%	+12.5%	+17.3%	—	+14.9%
BSE 500 TRI	—	—	—	—	0.0%	10.2%	10.1%	—	13.0%
ELSS (Tax Saver) average	-2.5%	3.4%	11.5%	0.0%	1.6%	11.3%	11.9%	13.5%	14.4%
Difference	—	—	—	—	+9.0%	+2.3%	+7.2%	—	+1.9%

Portfolio

Fund house: Sundaram Mutual Fund
Category: Equity · ELSS (Tax Saver)
SEBI classification: Equity / ELSS
Benchmark: BSE 500 TRI
Launch date: 3 Apr 2018 (8.4 years)
Structure: Close Ended
Plans and options: Regular Growth, Regular Growth, Regular Growth, Regular Growth
Riskometer: Very High (benchmark Very High)
Expense ratio as of: 9 Sept 2026
AUM period: April - June 2026
ISIN, Regular Growth (142153): INF903JA1BT1
ISIN, Regular Growth (142154): INF903JA1BU9
ISIN, Regular Growth (142151): INF903JA1BR5
ISIN, Regular Growth (142152): INF903JA1BS3
Scheme code: 142153, 142154, 142151, 142152

NAV and returns as of 11 Sept 2026; returns are for the regular plan, growth option, before entry or exit costs. Not investment advice.

Other funds in the ELSS (Tax Saver) category.