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

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  • Equity Scheme >  
  • ELSS
NAV: ₹ 35.1776 ↑ 0.03%
[as on 23 March, 2026]

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Returns

CAGR returns till date

CAGR returns of Sundaram Long Term Tax Advantage Fund Series II Regular Plan - Growth and its peers as on 23 March, 2026
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Long Term Tax Advantage Fund Series II Regular Plan - Growth -8.27% 0.03% 0.07% -8.35% -8.06% 5.65% 13.86% 12.79% 13.46% 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- 28.21% -3.25% 6.79% 17.21% 31.82% 7.37% 21.02% 11.64% 12.17%

Discrete returns (monthly)

MonthNov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026
Returns 2.19% 0.88% -2.73% -0.87% -7%-----

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 8.65% -3.03%

NAV history

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

DateNAV% change
23 March, 202635.1776 0.03%
20 March, 202635.1663 0.01%
19 March, 202635.1626 0.01%
18 March, 202635.1590 0.01%
17 March, 202635.1555 0.01%
16 March, 202635.1518 0.03%
13 March, 202635.1422 -0.2%
12 March, 202635.2136 -0.59%
11 March, 202635.4216 -1.54%
10 March, 202635.9766 0.93%
9 March, 202635.6454 -2.03%
6 March, 202636.3830 -1.44%
5 March, 202636.9127 0.9%
4 March, 202636.5842 -1.92%
2 March, 202637.2987 -1.4%
27 February, 202637.8270 -1%
26 February, 202638.2093 0.31%
25 February, 202638.0907 0.14%
24 February, 202638.0371 -0.9%
23 February, 202638.3817 0.67%
20 February, 202638.1281 0.27%
19 February, 202638.0250 -1.45%
18 February, 202638.5864 0.39%
17 February, 202638.4352 0.46%
16 February, 202638.2597 0.74%
13 February, 202637.9781 -0.94%
12 February, 202638.3377 -0.57%
11 February, 202638.5581 0.12%
10 February, 202638.5104 -0.05%
9 February, 202638.5282

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of Sundaram Long Term Tax Advantage Fund Series II Regular Plan - Growth?
    The latest NAV of Sundaram Long Term Tax Advantage Fund Series II Regular Plan - Growth is 35.1776 as on 23 March, 2026.
  • What are YTD (year to date) returns of Sundaram Long Term Tax Advantage Fund Series II Regular Plan - Growth?
    The YTD (year to date) returns of Sundaram Long Term Tax Advantage Fund Series II Regular Plan - Growth are -8.27% as on 23 March, 2026.
  • What are 1 year returns of Sundaram Long Term Tax Advantage Fund Series II Regular Plan - Growth?
    The 1 year returns of Sundaram Long Term Tax Advantage Fund Series II Regular Plan - Growth are 5.65% as on 23 March, 2026.
  • What are 3 year CAGR returns of Sundaram Long Term Tax Advantage Fund Series II Regular Plan - Growth?
    The 3 year annualized returns (CAGR) of Sundaram Long Term Tax Advantage Fund Series II Regular Plan - Growth are 13.86% as on 23 March, 2026.
  • What are 5 year CAGR returns of Sundaram Long Term Tax Advantage Fund Series II Regular Plan - Growth?
    The 5 year annualized returns (CAGR) of Sundaram Long Term Tax Advantage Fund Series II Regular Plan - Growth are 12.79% as on 23 March, 2026.
  • What are 10 year CAGR returns of Sundaram Long Term Tax Advantage Fund Series II Regular Plan - Growth?
    The 10 year annualized returns (CAGR) of Sundaram Long Term Tax Advantage Fund Series II Regular Plan - Growth are 12.79% as on 23 March, 2026.
  • What is LTCG (Long term capital gain) and STCG (Short term capital gain) tax for Sundaram Long Term Tax Advantage Fund Series II Regular Plan - Growth?
    Sundaram Long Term Tax Advantage Fund Series II 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.