Sundaram Long Term Tax Advantage Fund Series I
Sundaram
Sundaram Long Term Tax Advantage Fund Series I NAV
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Sundaram Long Term Tax Advantage Fund Series I overview
Sundaram Long Term Tax Advantage Fund Series I is a mutual fund scheme in the ELSS category, managed by Sundaram Mutual Fund. The Direct-Growth plan shown here had a Net Asset Value (NAV) of ₹31.7125 as of 26-Mar-2025.
Based on its NAV history, Sundaram Long Term Tax Advantage Fund Series I has delivered +0.35% (1 Month), -8.29% (6 Month), +6.96% (1 Year). Past performance does not guarantee future results.
ELSS (tax-saving) funds invest in equities, qualify for deduction under Section 80C, and carry a 3-year lock-in. They suit investors seeking tax savings with a long horizon.
Because this is a Direct plan, it carries no distributor commission — its expense ratio is lower and its long-term returns are typically higher than the equivalent Regular plan of the same scheme.
Returns
1 Month
+0.35%
6 Month
-8.29%
1 Year
+6.96%
Computed from NAV history (Direct-Growth). Past performance is not indicative of future returns.
Sundaram Long Term Tax Advantage Fund Series I: strengths and trade-offs
What to weigh carefully
- Only about 1.9 years of NAV history is available here, which is a short base for judging long-term consistency.
Who this may suit
- Investors with a horizon of five years or more who are investing for growth.
- Those who already hold an emergency fund and can leave this money untouched through market falls.
- Those comfortable with a "High" risk profile as classified for this category.
- Money you may need within the next two to three years.
These considerations are derived from the figures on this page, not personalised recommendations — your own goals, horizon and tax position should drive any decision. Any single holding should form only part of a diversified portfolio.
Key facts
- Fund house
- Sundaram Mutual Fund
- Category
- ELSS
- Plan
- Direct · Growth
- Risk level
- High
- Latest NAV
- ₹31.7125
- NAV date
- 26-Mar-2025
- AMFI scheme code
- 133324
Plan your investment in Sundaram Long Term Tax Advantage Fund Series I
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Frequently Asked Questions
What is the NAV of Sundaram Long Term Tax Advantage Fund Series I today?
As of 26-Mar-2025, the Net Asset Value (NAV) of Sundaram Long Term Tax Advantage Fund Series I (Direct-Growth plan) is ₹31.7125. NAV is declared once per business day by the fund house.
What are the historical returns of Sundaram Long Term Tax Advantage Fund Series I?
Based on NAV history, Sundaram Long Term Tax Advantage Fund Series I has delivered 1 Month +0.35%, 6 Month -8.29%, 1 Year +6.96%. Past performance does not guarantee future results.
Which category does Sundaram Long Term Tax Advantage Fund Series I belong to?
Sundaram Long Term Tax Advantage Fund Series I is a ELSS scheme managed by Sundaram Mutual Fund.
What is the difference between the Direct and Regular plan?
The Direct plan shown here has a lower expense ratio because it carries no distributor commission, so its NAV and long-term returns are typically higher than the Regular plan of the same fund.
How can I invest in Sundaram Long Term Tax Advantage Fund Series I?
You can invest via SIP or lumpsum through any SEBI-registered platform or directly with Sundaram Mutual Fund. Use MoneyDock's free SIP and lumpsum calculators to estimate your potential returns first.
NAV data sourced from the Association of Mutual Funds in India (AMFI) daily NAV file. Returns, volatility and drawdown are computed by MoneyDock from that published NAV history for the Direct-Growth plan. For informational purposes only — not investment advice. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.