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Sundaram Mutual FundELSS

Sundaram Long Term Tax Advantage Fund Series IV

Scheme code #143078 · Close Ended Schemes

₹33.721
Latest NAV
04-09-2026
0.54%
Day change
₹34.7856
52-week high
₹26.7463
52-week low
NAV history
Returns
1 month-1.97%
3 months4.57%
6 months17.86%
1 year (absolute)11.76%
3 years (absolute)37.76%
5 years (absolute)114.61%
1Y CAGR11.77%
3Y CAGR11.27%
5Y CAGR16.49%
Since inception CAGR16.02%
Risk metrics
Volatility (1Y, annualized σ)16.65%
Volatility (3Y, annualized σ)16.61%
Max drawdown (1Y)-15.45%
Max drawdown (3Y)-22.16%
Max drawdown (all time)-42.44%
Sharpe ratio (1Y, rf=6%)0.32
Sharpe ratio (3Y, rf=6%)0.30
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeClose Ended Schemes
Scheme categoryELSS
Plan—
Option—
ISIN (Growth)INF903JA1CY9
ISIN (Div reinvest)—
AMC codeS
Scheme code143078
Earliest NAV date05-07-2018
Total NAV observations2,011
History last refreshed2026-09-05 17:47:26 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.