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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 (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.
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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 | ₹85.36 | ₹100.18 |
| 26 Aug 2019 | ₹73.63 | ₹98.79 |
| 07 May 2020 | ₹56.15 | ₹82.88 |
| 17 Jan 2021 | ₹95.46 | ₹131.48 |
| 29 Sep 2021 | ₹147.79 | ₹166.25 |
| 12 Jun 2022 | ₹149.36 | ₹151.87 |
| 22 Feb 2023 | ₹166.97 | ₹162.01 |
| 04 Nov 2023 | ₹227.45 | ₹187.34 |
| 16 Jul 2024 | ₹287.81 | ₹255.70 |
| 28 Mar 2025 | ₹248.72 | ₹235.15 |
| 08 Dec 2025 | ₹290.16 | ₹259.25 |
| 20 Aug 2026 | ₹332.35 | ₹259.10 |
| Metric | Sundaram · Direct NAV ₹33.27 Very High risk ★★★★☆ | Category median ELSS · 51 funds |
|---|---|---|
| +13.47% | +3.05% | |
| +16.33% | +14.46% | |
| +19.36% | +13.60% | |
| — | +13.74% | |
| +15.41% | +14.97% | |
| +17.45% | — | |
| +25.76% | +16.84% | |
| +25.52% | +17.15% | |
| — | +15.41% | |
| Risk | ||
| 16.49% | 14.19% | |
| 0.60 | 0.52 | |
| 0.81 | 0.70 | |
| -49.86% | -35.94% | |
| Nifty 500 | — | |
| +2.73% | +1.57% | |
| 1.06 | 0.97 | |
| 105.4% | 102.3% | |
| 91.6% | 93.6% | |
| 0.98% | 1.06% | |
| ₹23.49Cr | ₹765.87Cr | |
| 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.