Money Market · Debt
Sundaram Long Term Tax Advantage Fund Series II Direct Plan - Growth
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
0.51
Return per unit of risk · rf 6.5%
Sortino (3Y)
0.65
Downside-only Sharpe
Max Drawdown
-38.1%
Peak-to-trough · full history
Vol (3Y)
12.4%
Annualised σ of daily returns
Positive Days
56%
Smoothness proxy
This fund has delivered moderate risk-adjusted returns over the last 3 years (Sharpe 0.51). Its worst peak-to-trough drop over the full history was 38.1% (large drawdowns) between 2020-01-24 and 2020-03-23. About 56% of trading days closed up. Profile: smooth NAV path.
YTD
-8.2%
Calendar YTD
1 Year
-2.5%
Trailing 12 mo
3 Year
+8.3%
CAGR
5 Year
+9.2%
CAGR
10 Year
+12.0%
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
3-Year Rolling Windows
- Sample size
- 1723 windows
- Best window CAGR
- +34.57%
- Median CAGR
- +14.91%
- Avg CAGR
- +14.45%
- Worst window CAGR
- -7.55%
- Positive windows
- 96.3%
5-Year Rolling Windows
- Sample size
- 1232 windows
- Best window CAGR
- +26.62%
- Median CAGR
- +15.35%
- Avg CAGR
- +15.91%
- Worst window CAGR
- +9.77%
- Positive windows
- 100.0%
Every trading day in the history is treated as a potential window end-date; the fund's CAGR over the trailing 3 (or 5) years ending that day is computed, and the full distribution is summarised. A narrower band + higher "positive windows" percentage means more predictable outcomes — reduces the timing luck a single point-in-time CAGR can hide.
🏁 Peer Comparison · Top in Money Market
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
Sundaram Long Term Tax Advantage Fund Series II (this fund)
Taurus Mutual Fund
|
-2.5% | +8.3% | +9.2% | — |
|
Tata Money Market Fund
Tata Mutual Fund
|
+6.6% | +7.5% | +6.8% | — |
|
Axis Money Market Fund
Axis Mutual Fund
|
+6.6% | +7.4% | +6.8% | — |
|
Aditya Birla Sun Life Money Market Fund
Aditya Birla Sun Life Mutual Fund
|
+6.6% | +7.4% | +6.7% | — |
|
Nippon India Money Market Fund
Nippon India Mutual Fund
|
+6.5% | +7.4% | +6.8% | — |
|
Nippon India Money Market Fund - Direct Plan - Bonus Option
Nippon India Mutual Fund
|
+6.5% | +7.4% | +6.8% | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.