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Sundaram Long Term Tax Advantage Fund - Series II - Direct Plan - Growth

  • Regular
  • Direct
Category : ELSS
Close Ended Fund. New investments not allowed in this fund.

Returns (NAV as on 30th July, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 23-Jul-21 10013.30 0.13% - 0.53% 39/63
1 Month 30-Jun-21 10148.00 1.48% - 3.84% 59/63
3 Month 30-Apr-21 11197.50 11.97% - 15.40% 43/63
6 Month 29-Jan-21 12185.00 21.85% - 28.43% 45/63
YTD 01-Jan-21 11996.90 19.97% - 27.13% 47/63
1 Year 30-Jul-20 15103.50 51.03% 51.04% 64.57% 49/63
2 Year 30-Jul-19 15643.40 56.43% 25.04% 28.80% 35/62
3 Year 30-Jul-18 14748.40 47.48% 13.81% 15.06% 33/59
5 Year 29-Jul-16 19309.70 93.10% 14.05% 14.94% 22/42
Since Inception 23-Mar-16 21890.30 118.90% 15.75% 16.25% -/-

SIP Returns (NAV as on 30th July, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 30-Jul-20 12000 14889.87 24.08 % 47.54 %
2 Year 30-Jul-19 24000 33787.15 40.78 % 36.79 %
3 Year 30-Jul-18 36000 51768.95 43.8 % 25.07 %
5 Year 29-Jul-16 60000 91593.18 52.66 % 16.94 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.29% 1.48% 11.97% 21.85% 20.33% 51.04% 25.04% 13.81% 14.05%
Nifty 50 -0.10% 0.26% 7.74% 15.61% 12.74% 41.98% 19.22% 11.66% 12.77%
Benchmark: S&P BSE 500 0.14% 1.35% 10.48% 21.02% 18.87% 51.72% 23.47% 12.52% 13.41%
Category Average 0.30% 3.84% 15.40% 28.43% 27.13% 64.57% 28.80% 15.06% 14.94%
Category Rank 31/62 59/63 43/63 45/63 47/63 49/63 35/62 33/59 22/42
Best in Category 1.53% 12.56% 37.47% 63.93% 64.94% 131.43% 56.81% 32.87% 24.95%
Worst in Category -0.53% -0.07% 7.06% 13.09% 9.35% 32.80% 17.03% 7.28% 8.70%

Best Quarters

Period This Fund Nifty 50 S&P BSE 500 Category Average
Q2 - 2020 25.33% 24.82% 25.25% 14.27%
Q4 - 2020 19.77% 22.46% 21.69% 13.27%
Q4 - 2017 12.01% 5.84% 8.90% 11.91%

Worst Quarters

Period This Fund Nifty 50 S&P BSE 500 Category Average
Q1 - 2018 -5.73% -2.14% -4.29% -7.21%
Q1 - 2020 -28.42% -29.43% -29.29% -26.08%
Q3 - 2019 -3.75% -3.30% -3.71% 1.36%

Forum

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