Compare
NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the ELSS median (68 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 | ₹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 | ₹273.99 | ₹255.70 |
| 28 Mar 2025 | ₹236.78 | ₹235.15 |
| 08 Dec 2025 | ₹276.23 | ₹259.25 |
| 20 Aug 2026 | ₹316.40 | ₹259.10 |
| Metric | Sundaram · Direct · IDCW NAV ₹31.67 Very High risk ★★★★★ | Category median ELSS · 68 funds |
|---|---|---|
| +13.47% | +2.22% | |
| +14.44% | +9.76% | |
| +18.19% | +8.88% | |
| — | +10.68% | |
| +14.73% | +10.64% | |
| +16.28% | — | |
| +24.73% | +11.55% | |
| +24.52% | +12.14% | |
| — | +10.94% | |
| Risk | ||
| 16.66% | 14.08% | |
| 0.48 | 0.32 | |
| 0.64 | 0.44 | |
| -49.86% | -35.52% | |
| Nifty 500 | — | |
| +1.34% | -1.42% | |
| 1.01 | 0.96 | |
| 98.8% | 91.4% | |
| 91.6% | 94.7% | |
| 0.98% | 1.17% | |
| ₹23.49Cr | ₹694.87Cr | |
| 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.