ReviewPlan n/a · Option n/a
Sundaram Long Term Tax Advantage Fund Series IV
- NAV
- 36.3581
- 15 Sept 2026
- 1Y
- +6.0%
- Trailing CAGR
- AUM
- ₹86.75 L
- 30 Jun 2026
- Volatility
- High
- 17.1% 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+6.0%
- 3Y+12.4%
- 5Y+16.5%
- 10Yn/a
- SI+17.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+8.4%
- 3Y+9.2%
- 5Y+14.9%
- 10Yn/a
- Since inception
- +17.0%
- Calendar-day CAGR
- Excess 1Y
- -1.7%
- Category median, same plan and option
- 3Y win rate
- +87%
- Windows beating the median
- 3Y percentile
- 71
- Vs comparable share classes
- Worst rolling 3Y
- +12.4%
- 1282 daily-ending windows
- Median rolling 3Y
- +23.7%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 788 daily-ending windows
- SIP 3Y XIRR
- +9.2%
- 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
- 13 days
- 93 recovered episodes
- Longest recovery
- 265 days
- Trough to prior peak
- Current spell
- 35 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
28 May 2019 – 14 Dec 2020
Trough 24 Mar 2020 · recovered in 265 days
-42.3%
15 Oct 2024 – 23 Oct 2025
Trough 3 Mar 2025 · recovered in 234 days
-22.1%
17 Jan 2022 – 16 Aug 2022
Trough 20 Jun 2022 · recovered in 57 days
-17.4%
5 Jan 2026 – 27 Apr 2026
Trough 23 Mar 2026 · recovered in 35 days
-15.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
71
Vs category
39
Consistency
76
Risk-adjusted
61
Drawdown
0
Mean
49
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 87% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
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 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 trailing returns
Sundaram Long Term Tax Advantage Fund Series I (10 years)
Sundaram Mutual Fund
- 1Y
- +8.1%
- 3Y
- +13.6%
- Vol
- 16.5%
- Max DD
- -38.4%
- Sharpe
- 0.46
- 3Y win
- +39%
- Lower volatility
- Shallower drawdown
- Higher 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 trailing returns
Caveat: Higher volatility
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%
- Shallower drawdown
- Higher trailing returns
Caveat: Higher volatility