Sundaram Long Term Tax Advantage Fund Series I Regular Plan - Growth

  • Scheme Category:  
  • Equity Scheme >  
  • ELSS
NAV: ₹ 30.9664 ↑ 0.01%
[as on 26 March, 2025]

NAV chart

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Returns

CAGR returns till date

CAGR returns of Sundaram Long Term Tax Advantage Fund Series I Regular Plan - Growth and its peers as on 26 March, 2025
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Long Term Tax Advantage Fund Series I Regular Plan - Growth -1.11% 0.01% 0.09% 0.38% -1.32% 8.03% 13.65% 25.61% 13.39%-
Parag Parikh ELSS Tax Saver Fund- Regular Growth -8.14% 0.2% -0.09% -1.32% 1.54% -6.81% 9.15% 10.82% 16.5%-
SBI ELSS Tax Saver FUND - REGULAR PLAN- GROWTH -5.45% -0.53% -1.37% -2.39% 1.86% 0.06% 14.42% 14.79% 18.38% 13.49%
SBI TAX ADVANTAGE FUND - SERIES I - GROWTH -5.8% 0.07% 0.28% -2.32% -5.52% 10.53% 7.52% 20.16% 14.02% 11.35%
SBI TAX ADVANTAGE FUND - SERIES II - GROWTH -2.27% 0.04% -0.13% 1.01% -2.02% 33.59% 32.05% 22.31% 19.57%-
SBI Tax Advantage Fund - Series III - Regular Plan - Growth 0.78% 0.01% 0.1% -0.11% 0.44% 31.53% 21.82% 26.83% 22.05%-

Discrete returns (yearly)

Year2016201720182019202020212022202320242025
Returns 12.44% 27.59% -2.93% 5.3% 16.95% 31.87% 7.84% 20.78% 11.48%-

Discrete returns (monthly)

MonthNov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026
Returns----------

Returns from spefic dates

DescriptionCAGR returns from 18 Oct 2021 (Nifty 50 2021 high)CAGR returns from 26 Sep 2024 (Nifty 50 2024 high)
Returns 9.96% -15.88%

NAV history

Sundaram Long Term Tax Advantage Fund Series I Regular Plan - Growth - 30 days NAV (Net asset value) history

DateNAV% change
26 March, 202530.9664 0.01%
25 March, 202530.9624 0.01%
24 March, 202530.9583 0.04%
21 March, 202530.9460 0.01%
20 March, 202530.9419 0.01%
19 March, 202530.9379 0.01%
18 March, 202530.9339 0.01%
17 March, 202530.9297 0.05%
13 March, 202530.9135 0.01%
12 March, 202530.9094 0.01%
11 March, 202530.9054 0.01%
10 March, 202530.9013 0.04%
7 March, 202530.8897 0.01%
6 March, 202530.8859 0.01%
5 March, 202530.8822 0.01%
4 March, 202530.8784 0.01%
3 March, 202530.8745 0.04%
28 February, 202530.8624 0.01%
27 February, 202530.8583 0.03%
25 February, 202530.8502 0.01%
24 February, 202530.8462 0.04%
21 February, 202530.8340 0.01%
20 February, 202530.8300 0.01%
19 February, 202530.8259 0.01%
18 February, 202530.8218 0.01%
17 February, 202530.8178 0.04%
14 February, 202530.8056 0.01%
13 February, 202530.8015 0.01%
12 February, 202530.7975 0.01%
11 February, 202530.7934

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of Sundaram Long Term Tax Advantage Fund Series I Regular Plan - Growth?
    The latest NAV of Sundaram Long Term Tax Advantage Fund Series I Regular Plan - Growth is 30.9664 as on 26 March, 2025.
  • What are YTD (year to date) returns of Sundaram Long Term Tax Advantage Fund Series I Regular Plan - Growth?
    The YTD (year to date) returns of Sundaram Long Term Tax Advantage Fund Series I Regular Plan - Growth are -1.11% as on 26 March, 2025.
  • What are 1 year returns of Sundaram Long Term Tax Advantage Fund Series I Regular Plan - Growth?
    The 1 year returns of Sundaram Long Term Tax Advantage Fund Series I Regular Plan - Growth are 8.03% as on 26 March, 2025.
  • What are 3 year CAGR returns of Sundaram Long Term Tax Advantage Fund Series I Regular Plan - Growth?
    The 3 year annualized returns (CAGR) of Sundaram Long Term Tax Advantage Fund Series I Regular Plan - Growth are 13.65% as on 26 March, 2025.
  • What are 5 year CAGR returns of Sundaram Long Term Tax Advantage Fund Series I Regular Plan - Growth?
    The 5 year annualized returns (CAGR) of Sundaram Long Term Tax Advantage Fund Series I Regular Plan - Growth are 25.61% as on 26 March, 2025.
  • What is LTCG (Long term capital gain) and STCG (Short term capital gain) tax for Sundaram Long Term Tax Advantage Fund Series I Regular Plan - Growth?
    Sundaram Long Term Tax Advantage Fund Series I Regular Plan - Growth is equity oriented mutual fund. Various capital gain taxes are applicable as below (Effective for redemption after July 23, 2024 and from FY 2024-25)
    Holding periodTax rate
    Less than 1 year (STCG)20%
    More than 1 year (LTCG)Tax free upto Rs. 1.25 lakhs. 12.5% on rest amount.