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

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  • Net Change on 18-06-2021

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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 (₹)

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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 4.27 9.99 62.25 12.98 14.54 14.64

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 56.26 16.03 17.45 0.80 29,575.29
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 39.86 9.06 13.66 0.99 13,949.95
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated 65.56 6.32 9.06 1.12 11,667.38
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 61.55 13.40 13.14 1.23 9,900.60
ICICI Prudential Long Term Equity Fund (Tax Saving) - Direct Plan - Growth Jan 01, 2013 59.09 13.77 14.64 1.22 8,846.36

Fund Holdings as on 31-May-2021

  • Rossari Biotech Ltd

  • Navin Fluorine International Ltd

  • Hikal Ltd

  • KEI Industries Ltd

  • JK Cement Ltd

  • Ador Welding Ltd

  • Century Plyboards (India) Ltd

  • Equitas Holdings Ltd

  • Grindwell Norton Ltd

  • Orient Electric Ltd

  • KSB Ltd

  • KPIT Technologies Ltd

  • MM Forgings Ltd

  • TCNS Clothing Co. Ltd

  • Sundaram Clayton Ltd

  • Indoco Remedies Ltd

  • Persistent Systems Ltd

  • Healthcare Global Enterprises Ltd

  • Cash and Other Net Current Assets

  • CG Power and Industrial Solutions Ltd

  • INOX Leisure Ltd

  • HeidelbergCement India Ltd

  • Happiest Minds Technologies Limited

  • Ashoka Buildcon Ltd

  • Cyient Ltd

  • Laurus Labs Ltd

  • IDFC Ltd

  • Easy Trip Planners Ltd

  • Transport Corporation of India Ltd

  • Kalpataru Power Transmission Ltd

  • Timken India Ltd

  • Heritage Foods Ltd

  • Kennametal India Ltd

  • Home First Finance Company Ltd

  • Tata Metaliks Ltd

  • Indostar Capital Finance Ltd

  • Rajapalayam Mills Ltd

  • India Nippon Electricals Ltd

  • Brigade Enterprises Ltd

  • IIFL Securities Ltd

  • The Phoenix Mills Ltd

  • Safari Industries (India) Ltd

  • Vesuvius India Ltd

  • Westlife Development Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Gujarat Narmada Valley Fertilizers & Chemicals Ltd

  • Andhra Paper Ltd

  • NRB Bearing Ltd

  • Can Fin Homes Ltd

  • CCL Products (India) Ltd

  • DCB Bank Ltd

  • The India Cements Ltd

  • Green Panel Industries Ltd

  • Khadim India Ltd

  • Rane Holdings Ltd

  • Stove Kraft Ltd

  • Carborundum Universal Ltd

  • Quess Corp Ltd

  • Creditaccess Grameen Ltd

  • Navneet Education Ltd

  • Himatsingka Seide Ltd

  • Valiant Organics Ltd

  • Multi Commodity Exchange of India Ltd

  • Ramco Systems Ltd

  • TREPS

  • Lemon Tree Hotels Ltd

  • Arvind Fashions Ltd

  • Reverse Repo

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  • Chemicals

  • Pharmaceuticals & Drugs

  • IT - Software

  • Finance - NBFC

  • Cement & Construction Materials

  • Miscellaneous

  • Wood & Wood Products

  • Abrasives

  • Consumer Durables - Domestic Appliances

  • Auto Ancillary

  • Textile

  • Cable

  • Electrodes & Welding Equipment

  • Construction - Real Estate

  • Bearings

  • Finance - Housing

  • Engineering - Industrial Equipments

  • Finance - Investment

  • Forgings

  • Electric Equipment

  • Film Production, Distribution & Entertainment

  • Engineering - Construction

  • Travel Services

  • Logistics

  • Transmission Towers / Equipments

  • Retailing

  • Consumer Food

  • Engineering

  • Steel/Sponge Iron/Pig Iron

  • Textile - Spinning

  • Refractories

  • Finance - Others

  • Paper & Paper Products

  • Fertilizers

  • Tea/Coffee

  • Bank - Private

  • Printing And Publishing

  • Finance - Stock Broking

  • Hotel, Resort & Restaurants

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  • Cash

  • Equity

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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 ₹46.75 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 down ₹-0.07(-0.52%)yesterday to ₹12.6675.

Among its top 3 holdings the fund has exposure to Rossari Biotech Ltd, and

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

Fund House Contact

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

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