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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 (68 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 05 Jul 2018 – 20 Aug 2026, limited by Sundaram Long Term Tax Advantage Fund Series IV. 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 IV | Nifty 500 |
|---|---|---|
| 05 Jul 2018 | ₹100.00 | ₹100.00 |
| 09 Mar 2019 | ₹98.98 | ₹100.48 |
| 12 Nov 2019 | ₹91.14 | ₹105.77 |
| 16 Jul 2020 | ₹76.03 | ₹95.64 |
| 20 Mar 2021 | ₹118.03 | ₹134.34 |
| 23 Nov 2021 | ₹173.66 | ₹164.81 |
| 28 Jul 2022 | ₹174.22 | ₹157.85 |
| 01 Apr 2023 | ₹185.03 | ₹158.81 |
| 05 Dec 2023 | ₹268.17 | ₹202.79 |
| 08 Aug 2024 | ₹295.64 | ₹247.70 |
| 12 Apr 2025 | ₹263.54 | ₹226.40 |
| 16 Dec 2025 | ₹309.74 | ₹257.13 |
| 20 Aug 2026 | ₹351.38 | ₹256.51 |
| Metric | Sundaram · Direct · IDCW NAV ₹35.22 Very High risk ★★★★★ | Category median ELSS · 68 funds |
|---|---|---|
| +13.52% | +2.22% | |
| +14.67% | +9.76% | |
| +18.44% | +8.88% | |
| — | +10.68% | |
| +16.73% | +10.64% | |
| +16.52% | — | |
| +24.68% | +11.55% | |
| +24.45% | +12.14% | |
| — | +10.94% | |
| Risk | ||
| 16.56% | 14.08% | |
| 0.49 | 0.32 | |
| 0.67 | 0.44 | |
| -42.30% | -35.52% | |
| Nifty 500 | — | |
| +1.59% | -1.42% | |
| 1.00 | 0.96 | |
| 98.3% | 91.4% | |
| 89.3% | 94.7% | |
| 1.01% | 1.17% | |
| ₹16.77Cr | ₹694.87Cr | |
| None | — | |
| 3 years | — | |
| ₹0 | — | |
| ₹500 | — | |
| 37% | 33% | |
| Sudhir Kedia | — | |
| 05 Jul 2018 | — | |
| 40 | — | |
| 46.2% | — | |
| 3.8% | — | |
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.