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Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth
Equity: ELSS - Growth (Close ended) Factsheet
NAV: ₹37.68+0.06%
07 Jul 2026
Rolling Returns Analysis
Rolling annualized returns of Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 16 Jul, 2019 - 07 Jul, 2026 | 26 Jul, 2021 - 07 Jul, 2026 | 02 Aug, 2023 - 07 Jul, 2026 | 13 Aug, 2025 - 07 Jul, 2026 |
| Average returns | 24.01% | 27.44% | 27.29% | 19.57% |
| Standard deviation | 32.79% | 9.04% | 4.77% | 0.67% |
| Best returns | 116.30% 1 year ending on 10 Nov, 2021 | 49.09% 3 years ending on 29 May, 2023 | 38.60% 5 years ending on 10 Jun, 2025 | 21.80% 7 years ending on 22 Jun, 2026 |
| Worst returns | -41.23% 1 year ending on 24 Mar, 2020 | 14.97% 3 years ending on 18 Feb, 2025 | 19.08% 5 years ending on 02 Aug, 2023 | 18.28% 7 years ending on 27 Jan, 2026 |
| Period with positive return | 79.92% | 100.00% | 100.00% | 100.00% |
| Period with return > 5% | 69.85% | 100.00% | 100.00% | 100.00% |
| Period with return > 10% | 58.73% | 100.00% | 100.00% | 100.00% |
| Period with return > 15% | 48.31% | 99.92% | 100.00% | 100.00% |
| Beat % Category | 62.34% | 89.58% | 98.89% | 100.00% |
| Beat % Benchmark | 59.08% | 99.67% | 99.44% | 100.00% |
Trailing Returns
Point-to-point returns of Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
0%
5%
10%
15%
9.7%
5.1%
-1.6%
YTD
4.5%
4.8%
5.6%
1 M
7.7%
3.9%
-2.2%
6 M
10.0%
4.9%
0.2%
1 Y
17.6%
16.1%
13.2%
3 Y
19.2%
16.2%
12.5%
5 Y
14.0%
10 Y
Fund
Equity: ELSS
BSE 500 Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | 9.74% | 4.53% | 7.71% | 10.01% | 17.62% | 19.18% | - | 17.97% |
| Equity: ELSS | 5.12% | 4.81% | 3.87% | 4.90% | 16.11% | 16.17% | - | - |
| BSE 500 Total Return Index | -1.60% | 5.61% | -2.20% | 0.17% | 13.24% | 12.51% | 13.97% | - |
| Rank in category | 2 | 8 | 2 | 2 | 2 | 1 | - | - |
| Funds in category | 12 | 12 | 12 | 12 | 12 | 12 | 0 | - |
Period Returns
Calendar-year, quarterly and monthly return history of Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
Compare performance with respect toAdd benchmark
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Frequently Asked Questions
What are the 1-year returns of Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth?
The 1-year trailing return for Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth is shown in the Trailing Returns section. It is compared against the Equity: ELSS category average and benchmark for context.
What are the 3-year returns of Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth?
The 3-year CAGR for Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth is in the Trailing Returns section, with benchmark and category comparisons.
What are the 5-year returns of Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth?
The 5-year CAGR for Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth is in the Trailing Returns section. 5-year CAGR is a standard metric for medium-term performance consistency.
What are the returns of Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth since inception?
Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth has delivered a CAGR of 17.97% since its launch. The fund's maximum historical drawdown has been -0.42%, indicating its worst peak-to-trough decline during this period. Since-inception returns capture performance across multiple market cycles and are most useful for evaluating long-term wealth creation.
How has Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth performed vs its category over the long term?
Performance vs category average across 1Y, 3Y, 5Y and 10Y periods is in the Trailing Returns section. Rolling returns show how consistently the fund beats its category over time.
What is the Sharpe ratio of Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth?
The Sharpe ratio of Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth is 0.65. Sharpe ratio measures risk-adjusted return — how much excess return the fund generates per unit of risk. A Sharpe above 1.0 is generally considered good; above 2.0 is excellent. The fund's alpha of 4.58% indicates the excess return generated over the benchmark for the same risk.
What is the alpha of Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth?
The alpha of Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth is 4.58% and beta is 1.04. A positive alpha means the fund has generated more return than the benchmark for the same level of systematic risk. An alpha of 4.58% indicates the fund manager (or index replication) has added value beyond what market exposure alone would have delivered.
What is the beta of Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth?
The beta of Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth is 1.04 (Sharpe: 0.65). Beta measures how sensitive the fund's returns are to market moves. A beta above 1.0 (1.04) means Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth amplifies market movements — greater potential gains in bull markets but steeper declines in downturns.
What are the rolling returns of Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth?
Rolling returns for Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth across all 1Y, 3Y, 5Y investment windows are shown in the Rolling Returns section. Unlike trailing returns, rolling returns reveal how the fund has performed across all possible entry and exit dates — offering a much more complete picture of consistency.
How consistent are the period-wise returns of Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth?
Period-wise annual returns for Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth across each financial year are in the Period Returns section. This shows whether the fund has been positive in most years and how it has fared in bear markets.