Sundaram Mutual FundELSS

Sundaram Long Term Tax Advantage Fund Series IV

Scheme code #143079 · Close Ended Schemes

₹37.5587

Latest NAV

04-09-2026

0.54%

Day change

₹38.7393

52-week high

₹29.7626

52-week low

NAV history

Returns

1 month	-1.95%
3 months	4.62%
6 months	17.98%
1 year (absolute)	11.98%
3 years (absolute)	45.81%
5 years (absolute)	128.06%
1Y CAGR	11.99%
3Y CAGR	13.39%
5Y CAGR	17.92%
Since inception CAGR	17.56%

Risk metrics

Volatility (1Y, annualized σ)	16.65%
Volatility (3Y, annualized σ)	16.41%
Max drawdown (1Y)	-15.43%
Max drawdown (3Y)	-22.09%
Max drawdown (all time)	-42.30%
Sharpe ratio (1Y, rf=6%)	0.34
Sharpe ratio (3Y, rf=6%)	0.42

Scheme metadata

Fund house	Sundaram Mutual Fund
Scheme type	Close Ended Schemes
Scheme category	ELSS
Plan	—
Option	—
ISIN (Growth)	INF903JA1CZ6
ISIN (Div reinvest)	—
AMC code	S
Scheme code	143079
Earliest NAV date	05-07-2018
Total NAV observations	2,011
History last refreshed	2026-09-05 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.