Compare
NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the ELSS median (51 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 03 Apr 2018 – 20 Aug 2026, limited by Sundaram Long Term Tax Advantage Fund Series III. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
View as table
| Date | Sundaram Long Term Tax Advantage Fund Series III | Nifty 500 |
|---|---|---|
| 03 Apr 2018 | ₹100.00 | ₹100.00 |
| 14 Dec 2018 | ₹84.32 | ₹100.18 |
| 26 Aug 2019 | ₹72.30 | ₹98.79 |
| 07 May 2020 | ₹55.05 | ₹82.88 |
| 17 Jan 2021 | ₹93.45 | ₹131.48 |
| 29 Sep 2021 | ₹144.46 | ₹166.25 |
| 12 Jun 2022 | ₹145.70 | ₹151.87 |
| 22 Feb 2023 | ₹162.42 | ₹162.01 |
| 04 Nov 2023 | ₹221.28 | ₹187.34 |
| 16 Jul 2024 | ₹279.55 | ₹255.70 |
| 28 Mar 2025 | ₹241.20 | ₹235.15 |
| 08 Dec 2025 | ₹280.95 | ₹259.25 |
| 20 Aug 2026 | ₹321.28 | ₹259.10 |
| Metric | Sundaram · Regular NAV ₹32.15 Very High risk ★★★★★ | Category median ELSS · 51 funds |
|---|---|---|
| +13.20% | +2.06% | |
| +16.06% | +13.00% | |
| +19.08% | +12.22% | |
| — | +12.69% | |
| +14.94% | +13.09% | |
| +17.19% | — | |
| +25.42% | +14.73% | |
| +25.19% | +15.15% | |
| — | +14.10% | |
| Risk | ||
| 16.48% | 14.18% | |
| 0.58 | 0.47 | |
| 0.79 | 0.63 | |
| -50.77% | -37.97% | |
| Nifty 500 | — | |
| +2.50% | +0.84% | |
| 1.06 | 0.97 | |
| 104.8% | 100.1% | |
| 92.1% | 95.6% | |
| 1.22% | 1.93% | |
| ₹23.49Cr | ₹857.48Cr | |
| None | — | |
| 3 years | — | |
| ₹0 | — | |
| ₹500 | — | |
| 35% | 33% | |
| Sudhir Kedia | — | |
| 03 Apr 2018 | — | |
| 41 | — | |
| 46.0% | — | |
| 3.9% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.