MonitorPlan n/a · Option n/a
Sundaram Long Term Tax Advantage Fund Series I (10 years)
- NAV
- 31.7125
- 26 Mar 2025
- 1Y
- +8.1%
- Trailing CAGR
- AUM
- ₹38.58 L
- 31 Mar 2025
- Volatility
- High
- 16.5% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+8.1%
- 3Y+13.6%
- 5Y+25.7%
- 10Yn/a
- SI+12.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-1.0%
- 3Y+13.2%
- 5Y+16.7%
- 10Y+14.2%
- Since inception
- +12.0%
- Calendar-day CAGR
- Excess 1Y
- -0.6%
- Category median, same plan and option
- 3Y win rate
- +39%
- Windows beating the median
- 3Y percentile
- 50
- Vs comparable share classes
- Worst rolling 3Y
- -8.0%
- 1722 daily-ending windows
- Median rolling 3Y
- +14.1%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1231 daily-ending windows
- SIP 3Y XIRR
- +13.2%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 17 days
- 107 recovered episodes
- Longest recovery
- 444 days
- Trough to prior peak
- Current spell
- 180 days
- Days below latest peak
- Time below peak
- +89%
- NAV observations
24 Jan 2020 – 10 Nov 2020
Trough 23 Mar 2020 · recovered in 232 days
-38.4%
23 Jul 2015 – 31 Aug 2016
Trough 25 Feb 2016 · recovered in 188 days
-28.6%
28 Aug 2018 – 13 Jan 2020
Trough 26 Oct 2018 · recovered in 444 days
-14.5%
17 Jan 2022 – 16 Aug 2022
Trough 20 Jun 2022 · recovered in 57 days
-14.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
50
Vs category
46
Consistency
47
Risk-adjusted
48
Drawdown
4
Mean
39
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 26 Mar 2025
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
SBI Long Term Advantage Fund - Series V
SBI Mutual Fund
- 1Y
- +2.6%
- 3Y
- +20.0%
- Vol
- 16.2%
- Max DD
- -35.8%
- Sharpe
- 0.65
- 3Y win
- +39%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
ICICI Prudential R.I.G.H.T (Rewards of Investing & Generation of Healthy Tax-Savings) Fund
ICICI Prudential Mutual Fund
- 1Y
- -7.0%
- 3Y
- +6.4%
- Vol
- 13.4%
- Max DD
- -23.3%
- Sharpe
- 0.72
- 3Y win
- +95%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
SBI Long Term Advantage Fund - Series IV
SBI Mutual Fund
- 1Y
- -4.2%
- 3Y
- +7.6%
- Vol
- 15.1%
- Max DD
- -34.4%
- Sharpe
- 0.84
- 3Y win
- +65%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
SBI Long Term Advantage Fund - Series VI
SBI Mutual Fund
- 1Y
- -2.3%
- 3Y
- +8.8%
- Vol
- 16.3%
- Max DD
- -36.1%
- Sharpe
- 0.64
- 3Y win
- +54%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
BANK OF INDIA MID CAP TAX FUND SERIES 1
Bank of India Mutual Fund
- 1Y
- +7.2%
- 3Y
- +13.5%
- Vol
- 17.2%
- Max DD
- -35.9%
- Sharpe
- 0.56
- 3Y win
- +50%
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher volatility · Lower trailing returns