ReviewPlan n/a · Option n/a
Sundaram Long Term Tax Advantage Fund Series III
- NAV
- 30.6135
- 15 Sept 2026
- 1Y
- +6.4%
- Trailing CAGR
- AUM
- ₹21.74 Cr
- 30 Jun 2026
- Volatility
- High
- 17.5% 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+6.4%
- 3Y+12.0%
- 5Y+16.2%
- 10Yn/a
- SI+14.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+8.9%
- 3Y+9.0%
- 5Y+14.6%
- 10Yn/a
- Since inception
- +14.1%
- Calendar-day CAGR
- Excess 1Y
- -1.4%
- Category median, same plan and option
- 3Y win rate
- +86%
- Windows beating the median
- 3Y percentile
- 43
- Vs comparable share classes
- Worst rolling 3Y
- -0.5%
- 1344 daily-ending windows
- Median rolling 3Y
- +23.1%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 850 daily-ending windows
- SIP 3Y XIRR
- +9.0%
- 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
- 80 recovered episodes
- Longest recovery
- 415 days
- Trough to prior peak
- Current spell
- 35 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
30 Apr 2018 – 25 Feb 2021
Trough 24 Mar 2020 · recovered in 338 days
-50.8%
15 Oct 2024 – 22 Apr 2026
Trough 3 Mar 2025 · recovered in 415 days
-22.8%
17 Jan 2022 – 12 Aug 2022
Trough 20 Jun 2022 · recovered in 53 days
-16.7%
7 Feb 2024 – 30 Apr 2024
Trough 13 Mar 2024 · recovered in 48 days
-11.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
43
Vs category
41
Consistency
73
Risk-adjusted
53
Drawdown
0
Mean
42
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 86% of rolling 3-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Sundaram Long Term Tax Advantage Fund Series IV
Sundaram Mutual Fund
- 1Y
- +6.0%
- 3Y
- +12.4%
- Vol
- 17.1%
- Max DD
- -42.3%
- Sharpe
- 0.72
- 3Y win
- +87%
- 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
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%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
BANK OF INDIA MID CAP TAX FUND Series 2
Bank of India Mutual Fund
- 1Y
- +3.6%
- 3Y
- +12.7%
- Vol
- 17.3%
- Max DD
- -34.2%
- Sharpe
- 0.74
- 3Y win
- +33%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
ICICI Prudential Long Term Wealth Enhancement Fund
ICICI Prudential Mutual Fund
- 1Y
- -4.0%
- 3Y
- +12.2%
- Vol
- 17.0%
- Max DD
- -39.5%
- Sharpe
- 0.55
- 3Y win
- +37%
- Lower volatility
- Shallower drawdown
- Higher trailing returns