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

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  • Equity Scheme >  
  • ELSS
NAV: ₹ 31.7125 ↑ 0.01%
[as on 26 March, 2025]

NAV chart

SMA (Simple Moving Average)

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Returns

CAGR returns till date

CAGR returns of Sundaram Long Term Tax Advantage Fund Series I Direct Plan - Growth and its peers as on 26 March, 2025
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Long Term Tax Advantage Fund Series I Direct Plan - Growth -1.1% 0.01% 0.09% 0.38% -1.31% 8.09% 13.65% 25.68% 13.56%-
Parag Parikh ELSS Tax Saver Fund- Direct Growth -9.52% -0.15% -1.6% -3.71% 0.86% -10.02% 8.35% 11.16% 17.18%-
SBI ELSS Tax Saver FUND - DIRECT PLAN -GROWTH -6.53% -0.28% -1.42% -3.51% 1.61% -2.63% 13.37% 14.87% 18.72% 13.87%
SBI Tax Advantage Fund - Series III - Direct Plan - Growth Option 0.87% 0.02% 0.11% -0.08% 0.53% 32.02% 22.3% 27.38% 22.66%-
HDFC Long Term Advantage Plan - Growth Option - Direct Plan 5.66% 0.05% 3.12% 4.38% 1.26% 36.07% 21.2% 18.02% 14.84%-
Kotak ELSS Tax Saver Fund-Growth - Direct -0.53% -0.1% -1.1% -1.81% 6.82% 1.65% 10.71% 11.91% 17.06% 14.22%

Discrete returns (yearly)

Year2016201720182019202020212022202320242025
Returns 12.83% 28.04% -2.59% 5.73% 17.11% 32.09% 8.06% 20.55% 11.54%-

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 10.01% -15.84%

NAV history

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

DateNAV% change
26 March, 202531.7125 0.01%
25 March, 202531.7083 0.01%
24 March, 202531.7041 0.04%
21 March, 202531.6913 0.01%
20 March, 202531.6871 0.01%
19 March, 202531.6829 0.01%
18 March, 202531.6788 0.01%
17 March, 202531.6744 0.05%
13 March, 202531.6576 0.01%
12 March, 202531.6534 0.01%
11 March, 202531.6493 0.01%
10 March, 202531.6451 0.04%
7 March, 202531.6331 0.01%
6 March, 202531.6292 0.01%
5 March, 202531.6253 0.01%
4 March, 202531.6213 0.01%
3 March, 202531.6173 0.04%
28 February, 202531.6048 0.01%
27 February, 202531.6006 0.03%
25 February, 202531.5922 0.01%
24 February, 202531.5880 0.04%
21 February, 202531.5754 0.01%
20 February, 202531.5712 0.01%
19 February, 202531.5670 0.01%
18 February, 202531.5628 0.01%
17 February, 202531.5587 0.04%
14 February, 202531.5461 0.01%
13 February, 202531.5418 0.01%
12 February, 202531.5376 0.01%
11 February, 202531.5334

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of Sundaram Long Term Tax Advantage Fund Series I Direct Plan - Growth?
    The latest NAV of Sundaram Long Term Tax Advantage Fund Series I Direct Plan - Growth is 31.7125 as on 26 March, 2025.
  • What are YTD (year to date) returns of Sundaram Long Term Tax Advantage Fund Series I Direct Plan - Growth?
    The YTD (year to date) returns of Sundaram Long Term Tax Advantage Fund Series I Direct Plan - Growth are -1.1% as on 26 March, 2025.
  • What are 1 year returns of Sundaram Long Term Tax Advantage Fund Series I Direct Plan - Growth?
    The 1 year returns of Sundaram Long Term Tax Advantage Fund Series I Direct Plan - Growth are 8.09% as on 26 March, 2025.
  • What are 3 year CAGR returns of Sundaram Long Term Tax Advantage Fund Series I Direct Plan - Growth?
    The 3 year annualized returns (CAGR) of Sundaram Long Term Tax Advantage Fund Series I Direct 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 Direct Plan - Growth?
    The 5 year annualized returns (CAGR) of Sundaram Long Term Tax Advantage Fund Series I Direct Plan - Growth are 25.68% 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 Direct Plan - Growth?
    Sundaram Long Term Tax Advantage Fund Series I Direct 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.