Sundaram Long Term Tax Advantage Fund Series II Direct Plan vs UTI Credit Risk Fund
A side-by-side look at the facts — returns, risk and NAV. Not a recommendation.
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.
| Metric | Sundaram Long Term Tax Advantage Fund Series II Direct PlanTaurus Mutual Fund | UTI Credit Risk FundUTI Mutual Fund |
|---|---|---|
| Category | Money Market | Credit Risk |
| Latest NAV | ₹36.32as of 23 Mar 2026 | ₹20.65as of 14 Jul 2026 |
| 1-year return (CAGR) | +5.9% | +6.5% |
| 3-year return (CAGR) | +14.1% | +7.8% |
| 5-year return (CAGR) | +13.0% | +10.2% |
| Annualised volatility | 16.2% | 7.1% |
| Maximum drawdown | -38.1% | -34.4% |
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 II Direct Plan's annualised return (CAGR) was 14.1% versus UTI Credit Risk Fund's 7.8%. Past performance is not indicative of future results.
Over the trailing 5 years, Sundaram Long Term Tax Advantage Fund Series II Direct Plan's annualised return (CAGR) was 13.0% versus UTI Credit Risk Fund's 10.2%. Past performance is not indicative of future results.
Over the available NAV history, Sundaram Long Term Tax Advantage Fund Series II Direct Plan's annualised volatility was 16.2% and UTI Credit Risk Fund's was 7.1%.
Over the available NAV history, Sundaram Long Term Tax Advantage Fund Series II Direct Plan's maximum drawdown was -38.1% and UTI Credit Risk Fund's was -34.4%.
Sundaram Long Term Tax Advantage Fund Series II Direct Plan is categorised as Money Market and UTI Credit Risk Fund as Credit Risk.
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.
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.
Frequently asked questions
Reviewed by Rajnish Bangia · NISM-certified Mutual Fund Distributor · ARN-315144
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 (ARN-315144), 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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