Sundaram Long Term Tax Advantage Fund Series I Direct Plan
Historical returns (direct plan)
Annualised CAGR computed from daily NAV, as of the latest published value. Past performance is not indicative of future results.
| Period | Return (CAGR) |
|---|---|
| 1 year | +8.1% |
| 3 years | +13.6% |
| 5 years | +25.7% |
Among 21 ELSS funds we track with a 3-year record, Sundaram Long Term Tax Advantage Fund Series I Direct Plan's 3-year return ranks #18 — in the top 86% of that peer set. This is a factual ranking from historical NAV, not a rating or a recommendation.
| Year | Return |
|---|---|
| 2025(YTD) | -0.6% |
| 2024 | +11.1% |
| 2023 | +21.1% |
| 2022 | +9.0% |
| 2021 | +30.6% |
Risk & consistency
Historical measures of how this fund's NAV has moved — facts computed from daily NAV, not a rating or a risk label. Past performance is not indicative of future results.
Based on monthly NAV moves over the available history.
peak 24 Jan 2020 → trough 23 Mar 2020
| 3-year window | Annualised return |
|---|---|
| Best | +31.1% |
| Worst | -5.5% |
| Average | +13.7% |
| Windows that were positive | 95.2% of 83 |
Computed from published daily NAV history (direct plan). Past performance is not indicative of future results.
SIP outcome (historical)
See what a fixed monthly SIP would have grown to over this fund's past NAV history. This is a factual look-back, not a projection.
Enter a monthly amount and holding period to compute what that SIP would have grown to, using Sundaram Long Term Tax Advantage Fund Series I Direct Plan's past month-end NAV up to 25 Mar 2025.
If you had invested ₹5,000 every month in Sundaram Long Term Tax Advantage Fund Series I Direct Plan for the last 5 years, it would have grown to ₹4,41,098 as of 2025-03-25.
Historical illustration based on this fund's past NAV (direct plan) as of 2025-03-25. Not a projection or a recommendation. Past performance is not indicative of future results.
This is a historical illustration computed from past NAV — what a SIP would have grown to over the window shown, not a projection or an expectation of future value. Past performance is not indicative of future results.
How to use these numbers
- • Compare returns within the same category (ELSS) — comparing a elss fund to a different mandate isn't like-for-like.
- • Weight the longest period you can. One strong year can flatter a fund; three- and five-year figures show more.
- • The growth curve and calendar-year rows are the same NAV history, read two ways — a smooth trailing view and the year-by-year swings behind it.
- • These are facts, not a recommendation. Nothing here says buy, hold or sell Sundaram Long Term Tax Advantage Fund Series I Direct Plan.
Not sure if it fits you?
A NISM-certified planner in Faridabad / Delhi NCR can put a fund like this in the context of your goals and risk profile — free.
Other ELSS funds
Frequently asked questions
Reviewed by Rajnish Bangia · NISM-certified Mutual Fund Distributor · ARN-315144 · Updated 25 Mar 2025
Returns are direct-plan CAGR and calendar-year figures computed from daily NAV (source: mfapi), as of the fund's latest NAV date, and are for information only. 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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