Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V: NAV, Returns and Maturity Status Compared

Sundaram Long Term Tax Advantage Fund Series II NAV Rs 36.3216, 13.76% CAGR since 2016. SBI Long Term Advantage Fund NAV Rs 33.3897, 16.55% CAGR since 2018.

Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V comes down to one key fact before any number matters: only one of these two schemes is still active today. The Fund B scheme in this comparison continues to publish a daily NAV of Rs 33.3897 per the latest AMFI data, while Sundaram Long Term Tax Advantage Fund Series II matured in 2026 and paid out its investors at a final NAV of Rs 36.3216.

That difference shapes what Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V means for you. If you hold units in either scheme, the lock in period has ended, so the choice is between redeeming now, holding until maturity, or reallocating toward an open ended ELSS fund that accepts fresh money and runs a SIP.

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Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V: Quick Comparison Table

The table below sets out Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V on structure, NAV and verified returns computed from official AMFI NAV history.

Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V: NAV and Live Performance

The Sundaram Long Term Tax Advantage Fund Series II side of Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V has compounded investor money at 13.76 percent per year since units were allotted in 2016, a total gain of about 262.9 percent to date. Based on AMFI NAV history, it has also delivered a 3 year CAGR of 14.39 percent and a 5 year CAGR of 13.03 percent.

The comparison fund in Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V, SBI Long Term Advantage Fund – Series V, has compounded at 16.55 percent per year since 2018, a total return of about 242.8 percent and is still adding to that figure today.

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Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V: Maturity and Investment Status

Structurally, Sundaram Long Term Tax Advantage Fund Series II is a close ended ELSS. It accepted money only during its 2016 new fund offer, gave investors Section 80C tax benefits, and imposed a three year lock in. Since that lock in ended, unitholders have been free to redeem on any business day at NAV, and the scheme has since completed its full life cycle and matured.

The comparison fund in Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V followed the same structure. It remains live and unitholders can redeem freely at the current NAV of Rs 33.3897 at any time before its eventual maturity.

Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V: Which Fund Performed Better

On pure lifetime CAGR, Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V tilts toward SBI Long Term Advantage Fund – Series V, which has compounded at 16.55 percent per year versus 13.76 percent per year for the other scheme. Entry and exit timing plays a real role here since ELSS NFOs launched in different market cycles naturally show different lifetime returns.

Total wealth created can tell a different story than annualised CAGR in Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V. A scheme that has stayed invested longer compounds a larger absolute gain even at a lower annual rate, while a matured scheme locks in its return the moment it closes and forces the investor to find a new home for that money, which carries its own reinvestment risk.

The honest verdict from Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V is that both schemes broadly did their job as Section 80C tax savers. Each one delivered a healthy multi year return well ahead of inflation. The bigger lesson from Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V sits in the close ended structure itself, not in which fund edged ahead.

Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V: Key Takeaways for Tax Saving Investors

Close ended ELSS schemes, as Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V shows, are largely a discontinued category today. You cannot add money after the NFO, you cannot run a SIP, and your exit at maturity may or may not land in a favourable market. Open ended ELSS funds solve all three problems while offering the same Section 80C benefit and the same three year lock in per instalment.

If you still hold either fund from Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V, review it the way you would any equity fund. The lock in is over on both sides, so the choice between redeeming now and holding until maturity should rest on your goals, your tax situation on gains, and whether the money has a better destination. A SEBI registered investment adviser can help you weigh that call against your full portfolio.

Many investors researching Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V also want to know how the lock in and tax treatment compare before deciding where to hold their money.

For a reader evaluating Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V, the NAV figures above are the fastest way to see which scheme has compounded faster to date.

Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V is a useful reference point whenever either scheme comes up in a broader ELSS portfolio review.

Anyone tracking Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V should note that neither scheme is open for new lump sum or SIP investment today.

The comparison in Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V is most useful for existing unitholders deciding whether to redeem, hold, or reinvest elsewhere.

Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V also matters for investors comparing Section 80C options across different fund houses before their next tax filing.

Reviewing Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V periodically helps existing unitholders track how each scheme is progressing relative to its own history.

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Conclusion

Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V ultimately does not favour one fund by a wide margin. Sundaram Long Term Tax Advantage Fund Series II shows a verified CAGR of 13.76 percent since 2016, while the comparison fund has compounded at 16.55 percent since 2018. Neither side of Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V accepts fresh money today, so for new tax saving investment in FY 2026-27, an open ended ELSS with a consistent track record is the practical route. Historically, disciplined ELSS investing has rewarded patience, but always consult a SEBI registered adviser before acting.

FAQs on Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V

In Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V, which fund performed better?

Ans. On lifetime CAGR, SBI Long Term Advantage Fund – Series V finished ahead at about 16.55 percent per year, versus 13.76 percent per year for the other scheme in this comparison. Total wealth created can still favour the scheme that has stayed invested longer, even at a lower annual rate.

What is the latest NAV of Sundaram Long Term Tax Advantage Fund Series II in Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V?

Ans. The final NAV of Sundaram Long Term Tax Advantage Fund Series II is Rs 36.3216, per official AMFI data, declared in 2026 at maturity.

Is the comparison fund in Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V still active?

Ans. Yes, it continues to publish a daily NAV of Rs 33.3897 per the latest AMFI data and remains open for redemption at any time.

Can I invest in either fund from Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V today?

Ans. No fresh investment is possible in either scheme covered in Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V. Both are close ended ELSS schemes that accepted subscriptions only during their respective new fund offers, and neither is accepting or holding new investor money now.

What type of fund is Sundaram Long Term Tax Advantage Fund Series II?

Ans. Sundaram Long Term Tax Advantage Fund Series II is a close ended equity linked savings scheme, or ELSS, from Sundaram Mutual Fund. Investments made during its NFO qualified for Section 80C tax deduction and carried a three year lock in period.

What returns has Sundaram Long Term Tax Advantage Fund Series II delivered?

Ans. Sundaram Long Term Tax Advantage Fund Series II has compounded at roughly 13.76 percent per year since its 2016 launch, a total gain of about 262.9 percent, with a 3 year CAGR of 14.39 percent per the latest AMFI NAV history.

What happened to investors in the Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V comparison at maturity?

Ans. At maturity, outstanding units were compulsorily redeemed at the prevailing NAV and the proceeds were paid to unitholders. This is the standard process for every close ended ELSS scheme once its tenure ends.

What is the key takeaway from Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V?

Ans. The key takeaway from Sundaram Long Term Tax Advantage Fund Series II vs SBI Series V is that close ended ELSS schemes cannot take fresh money after their NFO, so investors comparing them today should treat this as a reference case rather than a live investment choice. An open ended ELSS fund with a consistent long term record is the practical route for new tax saving investment.