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NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the ELSS median (66 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.
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| 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 | ₹265.75 | ₹255.70 |
| 28 Mar 2025 | ₹229.29 | ₹235.15 |
| 08 Dec 2025 | ₹267.08 | ₹259.25 |
| 20 Aug 2026 | ₹305.42 | ₹259.10 |
| Metric | Sundaram · Regular · IDCW NAV ₹30.56 Very High risk ★★★★★ | Category median ELSS · 66 funds |
|---|---|---|
| +13.21% | +1.19% | |
| +14.12% | +8.64% | |
| +17.88% | +7.82% | |
| — | +9.60% | |
| +14.25% | +8.99% | |
| +15.99% | — | |
| +24.37% | +10.48% | |
| +24.16% | +10.98% | |
| — | +8.21% | |
| Risk | ||
| 16.68% | 14.15% | |
| 0.46 | 0.21 | |
| 0.62 | 0.29 | |
| -50.77% | -39.29% | |
| Nifty 500 | — | |
| +1.08% | -2.44% | |
| 1.01 | 0.95 | |
| 98.0% | 85.5% | |
| 92.1% | 95.8% | |
| 1.22% | 2.37% | |
| ₹23.49Cr | ₹694.87Cr | |
| None | — | |
| 3 years | — | |
| ₹0 | — | |
| ₹500 | — | |
| 35% | 34% | |
| 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.