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Fund comparison

Sundaram Long Term Tax Advantage Fund Series I Direct Plan vs UTI Long Term Advantage Fund Series VI

A side-by-side look at the facts — returns, risk and NAV. Not a recommendation.

ELSSvsELSS
Head to head

The facts, side by side

Latest NAV, trailing returns and risk measures for both funds, computed from daily NAV. A dash means the figure isn't available yet. Past performance is not indicative of future results.

Sundaram Long Term Tax Advantage Fund Series I Direct Plan vs UTI Long Term Advantage Fund Series VI: category, latest NAV, trailing 1/3/5-year returns, annualised volatility and maximum drawdown, direct plan — facts only, not a recommendation.
MetricSundaram Long Term Tax Advantage Fund Series I Direct PlanSundaram Mutual FundUTI Long Term Advantage Fund Series VIUTI Mutual Fund
CategoryELSSELSS
Latest NAV₹31.71as of 26 Mar 2025₹12.71as of 24 Sept 2021
1-year return (CAGR)+8.1%+55.9%
3-year return (CAGR)+13.6%+12.1%
5-year return (CAGR)+25.7%—
Annualised volatility17.3%24.1%
Maximum drawdown-38.4%-46.4%
How they compare

What the numbers say

Each line states the same metric for both funds over a named period.

  • Over the trailing 3 years, Sundaram Long Term Tax Advantage Fund Series I Direct Plan's annualised return (CAGR) was 13.6% versus UTI Long Term Advantage Fund Series VI's 12.1%. Past performance is not indicative of future results.

  • Over the available NAV history, Sundaram Long Term Tax Advantage Fund Series I Direct Plan's annualised volatility was 17.3% and UTI Long Term Advantage Fund Series VI's was 24.1%.

  • Over the available NAV history, Sundaram Long Term Tax Advantage Fund Series I Direct Plan's maximum drawdown was -38.4% and UTI Long Term Advantage Fund Series VI's was -46.4%.

  • Sundaram Long Term Tax Advantage Fund Series I Direct Plan is categorised as ELSS and UTI Long Term Advantage Fund Series VI as ELSS.

These are historical facts computed from past NAV, stated for each period shown — not a recommendation, a ranking or a view on which fund is better for you.

Go deeper

Open each fund, or build your own comparison

See the full NAV history, calendar-year returns and risk profile on each fund's own page, or line up any two-to-four funds in the interactive comparison tool.

Sundaram Long Term Tax Advantage Fund Series I Direct Plan UTI Long Term Advantage Fund Series VI Interactive compare tool

Frequently asked questions

Over the trailing 3 years, Sundaram Long Term Tax Advantage Fund Series I Direct Plan's annualised return (CAGR) was 13.6% and UTI Long Term Advantage Fund Series VI's was 12.1% — so Sundaram Long Term Tax Advantage Fund Series I Direct Plan recorded the higher 3-year figure over that period. This is a historical fact computed from past NAV, not a view on which fund is right for you. Past performance is not indicative of future results.

Reviewed by Roohani Bangia · NISM-certified Mutual Fund Distributor · ARN-XXXXXX

Returns are direct-plan CAGR, and volatility and maximum drawdown are computed from daily NAV history (source: mfapi), as of each fund's latest NAV date, and are for information only. This page presents balanced facts side by side; it does not rank the funds, name a winner or recommend buying, selling or switching. Past performance is not indicative of future results. Gayatri Financial Synergy is an AMFI-registered Mutual Fund Distributor, not a SEBI-registered Investment Adviser, and may earn commission on regular plans. Content here is for information only and is not investment advice. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.

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