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

Sundaram · Equity Fund
High
₹29.07
Current NAV
04 Nov 2026
-0.8%
1Y Return
9.2%
3Y CAGR
13.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.67).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Equity Fund mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.07%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.67
Sharpe Ratio
1.27
Beta
-1.33
Alpha
2.29
Sortino
Fund Details
Fund House Sundaram
Category Equity Fund
AUM ₹4220 Cr
Expense Ratio 2.07%
Min SIP ₹500
Min Lumpsum ₹1000
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