Sundaram Long Term Tax Advantage Fund Series-III - Growth - Direct Plan

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  • Net Change on 19-02-2020

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
S&P BSE 500 -1.58 2.69 14.07 9.40 6.65 14.00

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Long Term Equity Fund - Direct Plan - Growth Option Jan 01, 2013 30.07 17.55 11.94 0.91 21,996.95
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated 9.69 1.79 2.15 1.28 10,583.85
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 14.06 12.41 9.61 0.80 10,308.05
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 11.56 7.17 5.33 1.29 7,581.91
HDFC TaxSaver -Direct Plan - Growth Option Dec 31, 2012 Unrated 8.37 5.23 4.84 1.27 7,326.69

Fund Holdings as on 31-January-2020

  • Orient Electric Ltd

  • JK Cement Ltd

  • Navin Fluorine International Ltd

  • Timken India Ltd

  • Thyrocare Technologies Ltd

  • Creditaccess Grameen Ltd

  • MM Forgings Ltd

  • KEI Industries Ltd

  • INOX Leisure Ltd

  • HeidelbergCement India Ltd

  • TREPS

  • TCNS Clothing Co. Ltd

  • Ashoka Buildcon Ltd

  • Brigade Enterprises Ltd

  • Kalpataru Power Transmission Ltd

  • KSB Ltd

  • Ador Welding Ltd

  • Blue Star Ltd

  • Vesuvius India Ltd

  • Equitas Holdings Ltd

  • ESAB India Ltd

  • Sundaram Clayton Ltd

  • Indostar Capital Finance Ltd

  • Taj GVK Hotels & Resorts Ltd

  • Salzer Electronics Ltd

  • Hikal Ltd

  • Grindwell Norton Ltd

  • Heritage Foods Ltd

  • Century Plyboards (India) Ltd

  • The India Cements Ltd

  • Ujjivan Small Finance Bank Ltd

  • DCB Bank Ltd

  • Rane Holdings Ltd

  • NRB Bearing Ltd

  • Rajapalayam Mills Ltd

  • Mahindra Holidays & Resorts India Ltd

  • Transport Corporation of India Ltd

  • Carborundum Universal Ltd

  • Quess Corp Ltd

  • INEOS Styrolution India Ltd

  • Raymond Ltd

  • ISGEC Heavy Engineering Ltd

  • Kennametal India Ltd

  • Thomas Cook (India) Ltd

  • Somany Home Innovation Ltd

  • Healthcare Global Enterprises Ltd

  • Muthoot Capital Services Ltd

  • Himatsingka Seide Ltd

  • Lemon Tree Hotels Ltd

  • Magma Fincorp Ltd

  • Cash and Other Net Current Assets

  • Arvind Fashions Ltd

  • NCC Ltd

  • Take Solutions Ltd

  • India Nippon Electricals Ltd

  • Khadim India Ltd

  • Force Motors Ltd

  • Greenlam Industries Ltd

  • Balaji Telefilms Ltd

  • Dollar Industries Ltd

  • Ingersoll Rand (India) Ltd

  • S Chand and Company Ltd

  • HSIL Ltd

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  • Finance - NBFC

  • Cement & Construction Materials

  • Chemicals

  • Bearings

  • Cable

  • Household & Personal Products

  • Textile

  • Electrodes & Welding Equipment

  • Hotel, Resort & Restaurants

  • Miscellaneous

  • Film Production, Distribution & Entertainment

  • Hospital & Healthcare Services

  • Engineering - Construction

  • Forgings

  • Engineering - Industrial Equipments

  • Bank - Private

  • Abrasives

  • Auto Ancillary

  • Construction - Real Estate

  • Transmission Towers / Equipments

  • Air Conditioners

  • Refractories

  • Pharmaceuticals & Drugs

  • Consumer Food

  • Wood & Wood Products

  • Finance - Investment

  • Retailing

  • Textile - Spinning

  • Logistics

  • Textile - Weaving

  • Engineering

  • Consumer Durables - Domestic Appliances

  • Travel Services

  • IT - Software

  • Laminates/Decoratives

  • Automobiles-Trucks/Lcv

  • Compressors / Pumps

  • Printing And Publishing

  • Ceramics/Marble/Granite/Sanitaryware

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About Sundaram Long Term Tax Advantage Fund Series-III

Scheme Analysis

Sundaram Long Term Tax Advantage Fund Series-III is a Equity - ELSS fund and belongs to Sundaram Mutual Fund. It was launched on 28-Mar-2018 and currently has an AUM of ₹44.88 crore. Sundaram Long Term Tax Advantage Fund Series-III is benchmarked against S&P BSE 500 as primary index.

The NAV of Sundaram Long Term Tax Advantage Fund Series-III ended up ₹0.12(1.38%)yesterday to ₹8.5343.

Among its top 3 holdings the fund has exposure to Orient Electric Ltd, and

The Sundaram Long Term Tax Advantage Fund Series-III is managed by Dwijendra Srivastava and S. Krishnakumar.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156

Fund Manager

  • Cash

  • Equity

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